David Engels is the sole advisor at Engels Investment Advisors, LLC, an independent firm he has led since 2000. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Based in Center Sandwich, NH, Engels focuses exclusively on serving high-net-worth individuals and families. Engels Investment Advisors, LLC manages approximately $28.8 million for a small client base, providing long-term supervisory portfolio management and advice on asset allocation and specific securities. The firm employs a research-driven investment approach combining fundamental, technical, and cyclical analysis, and operates on a fully non-discretionary basis.

Janice Ainsworth is a financial advisor with Rockworth Investment Services LLC, holding a Series 65 designation and 16 years of industry experience. She has been with Rockworth Investment Services since its founding in 2010 and also maintains a long-standing career with RE/MAX Presidential in real estate. Rockworth Investment Services provides continuous, discretionary portfolio and asset management to individuals, corporate plans, and trusts. The firm employs an active, tactical investment approach favoring ETFs and individual stocks, with frequent monitoring and portfolio adjustments in response to market developments.

Deborah Doucet is a CFP® with 15 years of industry experience and is the sole advisor at Saco River Financial Planning in Bartlett, NH. She has worked at LPL Financial since 2012. Outside of advising, she is involved in adjunct teaching and self-publishes books. Saco River Financial Planning serves middle-income individuals and families, as well as trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and generally manages client assets on a largely non-discretionary basis, emphasizing client control over transaction approval.

Craig Duvarney is the principal of Craig Duvarney, CFP, an SEC-registered, single-adviser firm based in Bartlett, New Hampshire. He holds the CFP® designation and has 26 years of industry experience, including roles at Royal Alliance Associates, Inc. and Osaic Wealth. Duvarney volunteers as a guest lecturer and mentor at Babson College and serves as a counselor for the Van Noy Valor Foundation, a nonprofit supporting disadvantaged youth. His firm primarily serves high-net-worth individuals and families, offering written financial planning, customized portfolio management, and retirement plan consulting. The investment approach includes long-term positions using actively managed mutual funds, ETFs, stocks, bonds, and cash equivalents, with discretionary authority commonly used for rebalancing and quarterly account reviews.

Dolores Kong is a CFP® with 24 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2021. Her prior experience includes 17 years at Winslow, Evans & Crocker, Inc. Outside of her advisory role, she is an IRS licensed enrolled agent who provides individual tax preparation seasonally and operates a hiking-focused blog and book project through AOMM Enterprises LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple program structures and a combination of proprietary and third-party asset management.

Callum Maclean is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Moors & Cabot since 2017 and previously spent 13 years at Janney Montgomery Scott. Outside of his advisory role, Maclean serves as treasurer for the Walpole Area Visiting Nurses Association and is a Co-Director of the Newsboys Reading Room Association. He also participates as an emergency outdoor care responder on the Waterville Valley Resort Ski Patrol. Moors & Cabot serves retail and high-net-worth individuals as well as institutions, providing portfolio management, financial planning, and consulting services through a variety of investment approaches and strategies. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering advisory services alongside commissionable brokerage and insurance products.

James Mac Millan is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at GWFS Equities, Inc., Bank of America, N.A., and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Lawrence Nicotera is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with GWFS Equities, Inc. since 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies to emphasize long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Joshua Wilson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at PIN Wealth, LLC, Purshe Kaplan Sterling Investments, and Securities America, Inc. He is a co-owner of PIN Wealth, LLC and PIN Insurance, Inc., both of which facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services.

Thad Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he manages a residential property previously used by his parents. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Brent Holcombe is a CFP®-designated financial advisor with 33 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has spent a significant portion of his career at Fidelity Investments and its related entities. His experience spans various advisory roles within these firms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and a range of investment options across discretionary and non-discretionary accounts.

Vincent Osgood is a financial advisor at Edward Jones with five years of industry experience. He previously worked at Norway Savings Bank for seven years. Outside of his advisory role, he serves on the finance committee and works as a trustee and ticket superintendent for the West Oxford Agricultural Society in Fryeburg, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Marjorie Amico is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 38 years of industry experience. Her career includes long tenures at Waddell & Reed, Inc. and various insurance carriers before joining Cetera in 2022. Outside of her advisory role, she is a co-owner of Queen House, LLC. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of advisors, offering a range of portfolio management, retirement services, and financial planning solutions. The firm operates a multi-manager platform with diverse program options and oversees approximately $256 billion in assets.

Dewitte Kersh is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2010 and has been with Mass Mutual Life Insurance Company since 2009. Outside of advising, he works as a ski instructor at Waterville Valley Resorts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using firm-approved analytical tools and offers a range of planning and investment programs.

Andrew Orsini is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, focusing on serving families and business owners across various wealth and life stages. Andrew is a qualified Portfolio Manager who provides traditional financial advice as well as personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Andrew earned a bachelor's degree in Finance and Accounting from the University of Dayton in 1982 and holds the designation of Personal Investment Advisor (PIA). He leads a team dedicated to clients in the New England region and emphasizes putting client interests first, following the philosophy of Merrill Lynch's founder, Charles E. Merrill. Beyond his professional role, Andrew is actively involved in his community. He participates in several organizations, including the Mount Washington Valley Chamber of Commerce, Mount Washington Valley Economic Council, Conway Area Humane Society, Technology Village Realty Management, The Memorial Hospital, and Mount Washington Valley Healthcare. His commitment to community service and volunteer work reflects his dedication to the region and its residents.

Geoffrey Soper is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1985. He specializes in catering to the financial needs of a select group of clients including founders and leaders in technology and life sciences, successful business owners, their employees, and corporate entities. His approach focuses on understanding clients' objectives to provide tailored financial strategies that simplify their financial tasks. With over 35 years of experience, Geoff's expertise encompasses executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, values-based and ESG investing, individual and corporate investment strategy, and tax minimization. He and his team aim to deliver total wealth management, addressing retirement planning, portfolio management, tax strategies, and access to banking and lending solutions. Geoff holds a Bachelor of Arts degree in Economics and Business Administration from Ursinus College. He is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER (CFP). In addition to his professional endeavors, Geoff serves as President of the Board of Directors for Youth Enrichment Services, a Boston-based non-profit focused on inspiring youth through outdoor experiences and leadership opportunities. He resides in Winchester, Massachusetts with his wife and three children and enjoys skiing and playing racket sports.

Shawn Christine Adjutant is a financial advisor with Edward Jones in Conway, NH, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 21 years of industry experience, including 13 years with Edward Jones since 2013. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frances Day is a financial advisor with Edward Jones in North Conway, NH, holding a Series 66 designation and with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent five years at TPx Communications. Outside of finance, she holds a New Hampshire state license as an esthetician. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm supports a large nationwide network of advisors and branch offices and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

John Macdonald is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliated entities since 2016, with prior experience at Investors Capital Corp. and Eastern Point Advisors Inc. Outside of advising, he serves as vice president of a software company, coaches ski racing as technical director at King Pine Ski Area, acts as a justice of the peace performing wedding ceremonies, and writes about outdoor activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, employing discretionary and non-discretionary strategies across various program structures.