Natalya Pearl is a CFP® and holds a Series 66 license, with 10 years of experience in the financial advisory industry. She has worked at Infinex Investments and Bangor Savings Bank prior to founding Dragonfly Wealth Advisory. Natalya operates as the sole advisor at Dragonfly Wealth Advisory, based in Concord, NH. Dragonfly Wealth Advisory serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning. The firm’s investment approach incorporates cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, focusing on long-term trading and tailored portfolios.

John Elliott is the principal of John Elliott Wealth Management LLC in New London, NH. He holds a Series 65 designation and has prior work experience at Shift Technology and Duck Creek Technologies, spanning over 16 years in the technology sector. John Elliott Wealth Management LLC provides integrated wealth management services primarily to individuals and families with investable assets of $1 million or more, as well as related trusts, estates, and other legal entities. The firm manages portfolios in-house using a combination of fundamental and technical analysis, focusing on a predominantly long-term equity approach with discretionary and non-discretionary arrangements.

Brett is an enthusiastic ADVICE-ONLY financial planner who believes that how a client pays for advice matters. The hourly advice-only approach is the most conflict free model available to clients because it is free from product sales, endless A.U.M. fees, and other hidden fees and agendas. Brett founded Croft Financial Planning, LLC to create a firm aligned with his client's best interests. He has over 15 years experience providing financial advice. Brett previously served as a Senior Wealth Manager at Manchester Capital Management, a boutique multi-family office providing comprehensive financial planning and investment management to ultra-high-net-worth families. Prior to that, he worked at Fidelity Investments, helping clients navigate their financial goals with personalized planning solutions. Brett enjoys being a financial planner and delving into technical subjects while always trying to keep the big picture in mind: "who are the people important to you and what are you trying to accomplish?" Earlier in his career, Brett worked as an engineer and holds both a Bachelor of Science and a Master of Science in Engineering as well as an MBA. His analytical background and problem-solving expertise inform his thoughtful and precise approach to financial planning. When he’s not working, Brett enjoys exploring the outdoors with his wife of 30 years and their two grown children.

Peter Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 63 designation and over 25 years of industry experience. He has been with Hager Investment Management Services since 1982. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm employs a client-specific investment approach combining fundamental, quantitative, and cyclical analysis with modern portfolio theory, and maintains a defined retirement-plan practice including plan monitoring and participant education.

Robin Brigham is a CFP® with 10 years of industry experience, currently serving as an advisor at Hager Investment Management Services, LLC since 2015. Based in New London, NH, Brigham holds Series 63 and Series 65 licenses. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm combines asset management with planning focused on cash flow, tax, estate preservation, and risk management, utilizing a mix of fundamental, quantitative, and cyclical analysis guided by modern portfolio theory.

Michael Bechtold is a financial advisor at Hager Investment Management Services, LLC with four years of industry experience. He holds a Series 65 credential and has worked at Hager Investment Management Services since 2021. His prior experience includes roles at the Orbit Group, the University of New Hampshire, and the Kearsarge Regional School District. Hager Investment Management Services, LLC is a four-advisor firm managing approximately $221.6 million for around 171 clients. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations, using a blend of fundamental, quantitative, and cyclical analysis combined with modern portfolio theory.

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 13 years of industry experience. He has held Series 63 and Series 65 licenses and has been with his current firm since 2014. Outside of his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and hosts public educational seminars.

Markus Cole is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential. He has been affiliated with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans through non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also offers access to 529 college-savings options, arranges relationships with third-party money managers, and holds public educational seminars and workshops.

Peter Laufenberg is a financial advisor at The Ivy League Advisory Group, LLC with nine years of industry experience. He holds a Series 65 credential and has been with the firm since 2016. In addition to his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, ongoing financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and offers public educational seminars and workshops.

Andrew Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 65 designation and 26 years of industry experience. He has been with Hager Investment Management Services since 2014. Hager Investment Management Services is a family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services, employing a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to tailor portfolios to client objectives and risk tolerance.

Gregory Norris is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services before joining Apex Investment Group in 2025. He is also a licensed insurance agent. Apex Investment Group is an SEC-registered wealth management firm serving individuals, trusts, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios using diversified mutual funds, ETFs, and selective individual securities, with an emphasis on fundamental and technical analysis.

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.

Luca D Italia is a Certified Financial Planner® with 15 years of industry experience, currently serving as an advisor at Independence Financial Advisors, LLC. He has worked with Franklin Savings Bank since 2015 and previously spent three years at Infinex Investments, Inc. In addition to his advisory role, Mr. D Italia assists clients with fixed annuities and fixed life insurance products through his work with Consolidated Life Producers. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed accounts and financial planning. The firm employs defined model allocations and internal security selections, managing most portfolios on a discretionary basis while accommodating client-imposed restrictions.

Alfred Romano Jr. is a financial advisor at Financial Transparency with 27 years of industry experience. He holds the PFS™ and Series 66 credentials and has worked at firms including Robert G. Stinson & Associates, P.C. and Cssc Brokerage Services, Inc. Romano is involved in trustee services through a personal business, performing duties in accordance with trust documents. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of passive and active investment programs tailored to client needs.

Christopher Pessotti is a financial advisor at Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 designation with seven years of industry experience. He has worked since 2012 at TMMC Inc., where he serves as an insurance agent advising on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis, with a notable client base supported by a seven-advisor team.

Pamela Hannan is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Independence Financial Advisors since 2011 and previously at infinex Investments, Inc. from 2005 to 2021. Outside of her advisory role, Ms. Hannan is also employed by Consolidated Life Producers, where she assists clients with life, accident, and health insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm uses defined model allocations and internal approved securities lists to manage portfolios, often on a discretionary basis, and maintains a high client-per-advisor ratio across its multi-office team.

Glen Moore Jr. is a financial advisor at Independence Financial Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Franklin Savings Bank for six years and Market Basket for thirteen years. Independence Financial Advisors serves individual clients, including high-net-worth households, as well as a small number of pension plans and charitable organizations. The firm uses defined model allocations and an approved securities list to manage portfolios primarily on a discretionary basis, integrating financial planning and risk-assessment software to tailor client objectives and risk tolerance.

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 21 years of industry experience. He previously worked for Boston Asset Management Inc for 15 years before joining Empirical in 2024. Outside of his advisory role, he operates a nursery business in Warner, New Hampshire. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using a proprietary methodology and manages multiple model strategies with a focus on low-cost ETFs, mutual funds, and select individual securities.

Paul Gatehouse is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Independence Financial Advisors since 2011 and is also employed by Infinex Investments, Inc. Outside of his advisory roles, Gatehouse serves as a corporator and secretary for the executive committee of the Gordon Nash Library and is a director and executive committee member of Bolduc Park, a nonprofit golf and ski facility. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets using defined model allocations and conducts regular account reviews, generally managing portfolios on a discretionary basis while allowing client-imposed restrictions.

Michael Ventura is a financial advisor at Independence Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independence Financial Advisors since 2011. Ventura also serves on the boards of several nonprofit organizations, including the New Hampshire Charitable Foundation and the Spaulding Youth Center, where he is chairman of the board. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering separately managed account portfolio management and financial planning services. The firm uses defined model allocations and an internal approved list of securities, managing most portfolios on a discretionary basis while accommodating client-imposed restrictions.