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.

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 CFP® with 24 years of industry experience and is currently with Apex Investment Group. He has previously worked at Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Apex Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm provides discretionary investment management and comprehensive financial planning, focusing on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities.

Douglas Kerr is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Investmark Advisory Group since 2017 and has been associated with Commonwealth Financial Network since 2014. Kerr also engages occasionally as a life settlement broker. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment options and third-party platforms, supported by a team of ten advisors managing approximately $812 million in assets.

Kristina Regan is a financial advisor at Perigon Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at Carlson Investments and Credit Sights. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

Deborah Ray is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Merrill Lynch, Triad Advisors, Inc., Pinnacle Private Wealth, LLC, and U.S. Capital Wealth Advisors, LLC. She also assists other registered representatives with financial product sales through Triad Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, distinguishing itself with performance-based fee arrangements and private fund management.

Chad Joshpe is a CFP® and ChFC® with 21 years of industry experience, currently serving at Fortis Capital Advisors, LLC. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a motivational speaker and youth sports coach. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of February 2025.

Lori Tetreault is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. She has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing strategies managed internally, by its advisors, and third-party managers.

Chad Richardson is a financial advisor at Mariner Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Taylor, Cottrill, Erickson & Associates for five years before joining Mariner in 2021. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines discretionary customized portfolios with in-house research and third-party managers, and offers integrated tax services and administrative family office support.

Martha Cottrill is a CFA® charterholder with 25 years of industry experience. She currently works at Mariner Wealth Advisors and has held positions at Taylor, Cottrill, Erickson and Associates, Inc. Previously. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines internal research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and family office services.

Christopher Morse is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 designations and one year of industry experience. His prior positions include roles at Fidelity Investments, Red River, and AppCast. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of actively and passively managed portfolios monitored by an Investment Strategy Committee.

Richard Evans is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2015 to 2026. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures that combine in-house manager selection with third-party models and advisor discretion.

Louie Gott III is a financial advisor at CWM, LLC with 28 years of industry experience. He holds a Series 65 designation and has worked at ZeroCelsius Wealth Studios, Inc. and operated his own professional tax preparation service. Outside of advisory work, he operates a sole proprietorship providing tax preparation services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary, model-portfolio approach overseen by an in-house Investment Committee.

Jennifer Wilcox is a Series 65-licensed financial advisor at Mariner with 18 years of industry experience. She previously worked at Taylor, Cottrill, Erickson and Associates, Inc. for five years before joining Mariner Wealth Advisors in 2021. Wilcox is also a partner in Wilcox Cushing LLC, an investment-related business based in New London, NH. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Nicholas Hobart is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Benjamin F. Edwards & Co. Outside the financial industry, he works part-time as a center store clerk at Hannaford Supermarket. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio strategies through integrated planning and managed account solutions linked to its recordkeeping and administrative platforms.

Thomas Robb is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He has been with Benjamin F. Edwards since 2014 and holds a Series 66 designation. Outside of his advisory role, he is involved with Speedway Safety Services, specializing in emergency care and fire suppression for racetracks in New England and serving as a firefighter. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed by its advisors and third-party managers, supported by a centralized trading desk and comprehensive custody services.

Joseph Dupree is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at First Citizens Bank and CIT Bank and spent six years with the Montshire Museum of Science. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, supported by several hundred advisors and assets totaling in the tens of billions.

Melissa Leintz is a CFP® and Series 66-licensed financial advisor with Edward Jones in New London, NH, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, and operates under a fiduciary standard.

Philip Estabrook III is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and possessing 51 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008, following a decade at A.G. Edwards & Sons, Inc. Estabrook serves on the boards of the Newport Library Arts Center and the Newport Charitable Fund, providing guidance on investment and charitable giving. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Edward Long is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by a structured discovery process and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through both direct and employer-related agreements.

Maria Horne is a Series 66-licensed financial advisor with LPL Financial, based in Claremont, NH. She has one year of industry experience and has worked at LPL Financial and Claremont Financial Services. Outside of her advisory role, she is a commissioned notary public in New Hampshire. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Robert Maccioli is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 credential and has worked at Woodbury Financial Services, Inc. and multiple related entities including Horizon Financial Services, where he serves as owner and provides services such as income tax preparation and payroll as well as fixed term life and health insurance. Outside of advising, he owns an LLC that designs and develops wildlife food plots. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers, using various tools and platforms to construct portfolios tailored to client needs.

Clay Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 27 years of industry experience. Prior to joining LPL Financial in 2026, he worked at infinex Investments, Inc. and Northfield Savings Bank for 15 years. Outside of advising, he owns and manages three apartment buildings in Northfield, Vermont. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Kayla Putnam is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC and Claremont Financial Services. She serves as a director and board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through advisory programs and institutional consulting.

Michelle Paris is a financial advisor with LPL Financial in Newport, NH, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior work includes positions at Sugar River Bank and Invest Financial Corporation. She is also associated with T-Squared Financial, which operates as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Rob Harris is a financial advisor with LPL Financial in Newport, NH, holding a Series 66 designation and 16 years of industry experience. Previously, he has worked at Ameriprise Financial Services, Bank of America, and Merrill Lynch. In addition to his advisory role at LPL, he serves as a financial advisor at Sugar River Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Danielle Lara is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 17 years of industry experience. She has worked at Equitable Advisors since 2007, with prior roles at Axa Advisors, Independent Financial Partners, and NRP Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Julianne Wolfe is a Series 66-credentialed financial advisor at Ameriprise with 25 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is engaged in screenwriting, authoring and selling screenplays. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides personalized planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Timothy Sumner is a financial advisor at Stifel with 22 years of industry experience. His background includes roles at Lloyds Securities, CTR Capital, Infinex Investments, and Ledyard National Bank. He holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary methodologies from its Investment Strategy Group.

Thomas Kleinhen is a Series 63-licensed financial advisor with Morgan Stanley, bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Roland Swasey is a CFP®-designated financial advisor with Edward Jones, based in Claremont, NH, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at EBAs for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors.

Becky Vittum is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at LPL Financial since 2017 and previously spent 19 years with Raymond James Financial Services and 28 years with Claremont Savings Bank. Beyond her advisory work, she has involvement with Claremont Savings Bank as a financial institution and investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ashleigh Mc Farlin is a CFP® professional with seven years of industry experience, currently practicing at LPL Financial in Claremont, NH. Prior to joining LPL Financial in 2019, she spent five years at Zuraw Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

William Sullivan is a financial advisor with Ameriprise in Charlestown, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Sullivan serves as Chairman and Trustee of the Trust Fund for the Town of Charlestown, NH. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Martha Maki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at Edward Jones for 22 years before joining Raymond James. Maki serves as a finance and investment committee member and director for the Claremont Development Authority and is an officer and treasurer of the nonprofit The Well Collaborative NH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical models to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Mark Hammond is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2009. Mark is a member of the Rotary Club of New London, where he serves on the Scholarship Committee and assists with digitizing the scholarship process. Stifel serves a diverse client base including individual, institutional, and charitable organizations, offering brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Larry Epstein is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Valley Financial Group, LLC for six years and has been with Raymond James since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs detailed analytical tools to tailor non-discretionary planning and consulting to client goals and supports its offerings with specialized programs in municipal finance and retirement plan advisory services.

Gregory Kerr is a financial advisor with Stifel, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Outside of his advisory role, he serves as president of the Hopkinton Youth Sports Association, coordinating youth sports activities for the town of Hopkinton, NH. Stifel serves a diverse client base that includes individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.