Brian Mc Guigan is a CFP® with 26 years of experience in financial advising. He is the sole advisor at McGuigan Financial, LLC, an independent firm he founded in 2018. Prior to starting his own firm, he worked with LPL Financial and Flagship Harbor Advisors. McGuigan Financial, LLC manages approximately $79 million for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm provides discretionary asset management and comprehensive financial planning, using a fundamental investment approach tailored to client risk profiles and employs open-architecture platforms through an affiliation with LPL Financial.

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Mocksville, NC. He holds the CFA designation and has 21 years of industry experience, including nine years at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. Investment decisions follow Modern Portfolio Theory with model portfolios and Monte Carlo simulations to meet client goals, and the firm offers both performance-based and asset-based fee arrangements.

John Pinto Jr. is a financial advisor at Sintra Capital Corp with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Sintra Capital Corporation since 1987 and Fairport Capital, Inc. since 1993. Pinto also serves as a director for several funds, including Sintra Fund, Ltd. and Mako Europe Fund Limited. Sintra Capital focuses on emerging-market investing through discretionary managed accounts and advisory services for accredited investors and private investment funds. The firm aims for long-term capital appreciation by investing in equity and debt securities across developing markets using fundamental analysis while retaining flexibility for shorter-term trading.

Matthew Krause is a financial professional with 16 years of industry experience, currently at William J. Krause CPA, P.C., where he has worked since 2005. The firm is a certified public accounting practice offering tax preparation, payroll, business consulting, and other accounting services to a range of clients, including individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. When clients require investment services, William J. Krause CPA, P.C. acts as a solicitor and consultant through alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC, with investment accounts managed directly by those broker-dealers.

William Krause is a CPA with 21 years at William J. Krause CPA, P.C. and 14 years of industry experience. He leads a team of eight advisors based in Wolfeboro, NH. William J. Krause CPA, P.C. is a certified public accounting firm providing tax preparation, payroll, business consulting, and other accounting services to individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. The firm focuses primarily on tax and business advisory work and operates as a solicitor and consultant for investment services through formal alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC.

Michael Hepworth is a financial advisor with Hepworth Equity Partners, LLC in Wolfeboro, NH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Hepworth Equity Partners since 2007. Hepworth Equity Partners provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm sponsors and exclusively manages its own wrap fee program, focusing on separately managed accounts tailored to client objectives and risk tolerance.

Bonnie Aves is a financial advisor at Hepworth Equity Partners, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Hepworth Equity Partners since 2007. The firm provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. Hepworth Equity Partners manages client assets through a firm-sponsored wrap fee program focused on separately managed accounts, combining customization and tax considerations with a small advisory team approach.

Landon Fritch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, he worked at Financial Focus from 2016 to 2019. Outside of his advisory role, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam provides investment management and advisory services to a diverse client base, including individuals, institutions, foundations, and religious organizations. The firm uses a strategic asset allocation framework with internally managed strategies and third-party managers, offering specialized solutions such as Optimized Indexing and tax-aware fixed income strategies.

Thomas Goodwin is a CFP® with over 22 years of experience in the financial services industry. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus, Inc. for seven years. F.L. Putnam serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering customized investment management and advisory services. The firm utilizes both internally managed strategies and third-party managers, incorporating strategic asset allocation with tactical flexibility, and manages the AOG Institutional Fund, an interval fund investing in private alternative assets.

Gregory Evans is a CFP® with 31 years of industry experience, currently serving at F.L. Putnam Investment Management Company. He previously worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors for a combined 33 years, as well as at RWA Wealth Partners, LLC. F.L. Putnam serves a diverse client base including individuals, institutions, and non-profits, offering customized investment management and consulting services. The firm employs a strategic asset allocation approach with a mix of internally managed and third-party strategies across multiple asset classes, and is notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company of New Hampshire.

Susan John is a financial advisor at F.L. Putnam Investment Management Co. with 21 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for Financial Focus, Inc. for 25 years before joining F.L. Putnam in 2019. Outside of advisory duties, she serves as a trustee for several client trusts, managing estate settlement, trust distributions, and related administrative responsibilities. F.L. Putnam serves a diverse client base including individual investors, registered investment companies, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a strategic asset allocation framework combining internally managed and third-party strategies across multiple asset classes and is noted for managing the AOG Institutional Fund and owning Darwin Trust Company, which provides trust and custody services.

Valerie Brown is a financial advisor at F.L. Putnam Investment Management Co. with 19 years of industry experience. She holds a Series 65 designation and previously worked at Financial Focus, Inc. for 18 years before joining F.L. Putnam in 2019. F.L. Putnam serves a diverse client base including individual, institutional, and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework utilizing both internally managed strategies and third-party managers across multiple asset classes, and it manages the AOG Institutional Fund, an interval fund focusing on private and illiquid alternative assets.

James Balfour is a CFP® and CFA® affiliated with F.L. Putnam Investment Management Co. in Wolfeboro, NH, with six years of industry experience. His prior work includes positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam provides investment management and financial planning services to a diverse client base including individuals, institutions, and nonprofits. The firm offers customized portfolios using internally managed and third-party strategies across multiple asset classes, emphasizing a strategic asset allocation framework with tactical flexibility.

Kristen Madden is a financial advisor with F.L. Putnam Investment Management Co. She holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining F.L. Putnam in 2019, she worked at Financial Focus, Inc. for 14 years. F.L. Putnam serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm offers customized portfolios using both internally managed strategies and third-party managers, focusing on equities, fixed income, and alternative asset classes within a strategic asset allocation framework.

Genevieve Rowell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in North Conway, NH. She has been with Citizens Securities since 2018 and previously worked at CruCon Cruise Outlet for eleven years. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Joseph Di Biasi is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and various investment strategies.

Kevin Lawlor is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Stone is a financial advisor at Edward Jones with 15 years of industry experience. She has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of her advisory role, she owns a seasonal rental property managed through a real estate company in Wellfleet, Massachusetts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Cody Gullikson is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2022 and prior experience in various industries including landscaping contracting and employment services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research techniques, and its formal advisory role to multiple registered investment companies.

Gregory Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Junior Warden on the Vestry of St. John the Baptist Episcopal Church, participating in property management and church operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a managed-account program and periodic plan reviews, emphasizing planning delivered through a large network of financial advisors rather than institutional portfolio management.

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.

Edward Ronan is a CFP® professional with 27 years of industry experience, currently practicing at LPL Financial where he has worked since 2004. Prior to this, he spent 20 years at Bay Financial Advisors, Inc. He is a board member of myWMT, a nonprofit business networking group for wealth management professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by in-house and third-party research.

Christopher Russell is a financial advisor at Edward Jones in Wolfeboro Falls, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he spent 11 years at Northway Bank. Outside of his advisory role, he coaches 4th-6th grade basketball at the North Conway Community Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.

Jeffrey Mc Guinness is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include four years at Edward Jones and work in education and healthcare settings. He operates his practice under the names McGuinness Wealth Advisor and North Atlantic Investment Partners in Wolfeboro, NH. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary investment consulting and planning supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance activities.

Brian Laing is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant football coach at Kingswood High School in Wolfeboro, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Denise Adorian is a financial advisor with Thrivent Investment Management, holding the Series 66 designation and one year of industry experience. Her prior work includes roles at Life Science Outsourcing, SchaeferRolls, Inc., and Coakley & Hyde, PLLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while keeping services distinct.

Dana Pelkey is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 63 and Series 65 licenses. Pelkey has 26 years of industry experience, including two decades with The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products.