David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Jeremy Gassman is the principal of Gassman Financial LLC in Salem, NH, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and previously worked at Madison Avenue Securities, LLC for 13 years before focusing on his own firm. Gassman is also a licensed insurance professional involved in the sale of insurance and annuities. Gassman Financial LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $112.6 million in assets under management, employing a long-term, diversified asset-allocation strategy using ETFs, mutual funds, individual equities, and fixed income, with discretionary portfolio management and periodic rebalancing.

Robert Foster Jr. is the principal of Plain Talk Financial Planning, LLC in Amesbury, MA, holding a Series 65 license with one year of industry experience. He has worked at Nokia since 1984 as a Technical Support Engineer. Foster dedicates a significant portion of his time to this role outside of his advisory work. Plain Talk Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs asset allocation strategies grounded in modern portfolio theory, incorporating both passive and active management, and provides tailored solutions including socially conscious options and cryptocurrency-related exposure when requested.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

Adam Mead is the principal advisor at Mead Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been managing his independent firm since 2014 and concurrently serves as Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank. Mead Capital Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm focuses on value-oriented, fundamental analysis with a concentrated portfolio approach and serves clients who prefer a long-term, business-owner perspective on publicly traded securities.

Carl Smith is the principal of CJS Financial Advisers, an independent advisory firm based in Nashua, New Hampshire. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior experience includes work at Primex, and he is active as a licensed real estate sales associate and involved in a private equity firm where he serves as Senior Managing Director. CJS Financial Advisers primarily acts as a solicitor to other investment advisers while also offering direct advisory and financial planning services. The firm provides both discretionary and non-discretionary advice, employing a mix of passive and active investment strategies across multiple asset classes and uses a broker-dealer platform for trade execution and custody.

Jared Hoole is a CFP® and holds a Series 65 license, with 12 years of experience in financial planning. He is the principal advisor at Lakeside Financial Planning, LLC, where he has worked since 2014. In addition to his financial advisory role, Jared is a tax manager at Bright Horizons Family Solutions, a company specializing in early education and employer-sponsored childcare. Lakeside Financial Planning, LLC is an independent, fee-only firm serving individuals, families, and small businesses. The firm manages approximately $64 million on a discretionary basis, providing comprehensive wealth management, investment management, and financial education through community seminars. Their investment approach includes tax-focused strategies and utilizes no-load mutual funds, ETFs, bonds, and cash equivalents.

Mark Alaimo is a CFP® and PFS™ certified financial advisor with 10 years of industry experience. He is the principal of LCW Planning and Investments, LLC and also serves as president of LCW-CPA's, Inc., a CPA firm where he manages and oversees all operations. His work includes both financial advisory and accounting services. LCW Planning and Investments provides discretionary investment management and financial planning for individual and high-net-worth clients, utilizing customized portfolios with ETFs, mutual funds, and selected individual securities. The firm combines fundamental analysis with Modern Portfolio Theory and also uses independent managers, maintaining oversight without receiving additional compensation from those managers.

Roger Blundell is the sole advisor at New England Tactical Investments LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and previously worked at The Prudential Insurance Company of America and Pruco Securities. His background also includes six years at Interstate Arms. New England Tactical Investments LLC is an independent firm offering discretionary portfolio management and investment advice to individual and high-net-worth clients. The firm employs a tactical approach that integrates technical and cyclical analysis with modern portfolio theory, utilizing a range of instruments and trading strategies.

Robert Cryts is a financial advisor with Cambridge Financial Services in Pelham, NH, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Cetera Advisors LLC and Commonwealth Equity Securities before and currently operates as the sole advisor at Cambridge Financial Services. Cryts also holds licenses to provide life and annuities insurance. Cambridge Financial Services is an independent registered investment adviser offering personalized wealth management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages client accounts on a discretionary basis, typically using a low-turnover, buy-and-hold investment approach that incorporates mutual funds, ETFs, and select individual securities.

Patrick Mc Coy is a financial advisor with Main Street Financial Advisory LLC, holding a Series 65 designation and 24 years of industry experience. His prior roles include positions at The Financial Advisors and Lowell, Blake & Associates, Inc. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates and representing the company publicly. Main Street Financial Advisory LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative analysis with a long-term trading orientation, managing both discretionary and non-discretionary accounts.

Steven Stanganelli is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Clear View Wealth Advisors, LLC since 2010, serving as the sole advisor at the independent firm based in Amesbury, MA. Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm employs a combination of strategic, index-based allocations with tactical overlays and risk controls, utilizing low-cost ETFs alongside selected active and alternative investments.

Bernard Ross III is a financial advisor with KBR Financial Solutions, an independent advisory firm, and holds Series 63 and Series 65 securities licenses. He has 26 years of industry experience and has been involved with multiple entities, including Ross Wealth Planning Group, LLC, which he has managed since 2003. KBR Financial Solutions operates as a single-advisor practice offering fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary, custom portfolio management using a strategic and tactical allocation approach across a broad range of securities and offers specialized services such as retirement income and one-time college planning engagements.

Eilon Amir is a financial advisor at Brownstone Financial Group LLC with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Sakura Partners and Outcome Capital, LLC. Outside of his advisory work, he serves as Volunteer Vice President of the Board for Beit Sasson Sephardic Congregation in Newton, MA. Brownstone Financial Group LLC provides investment advisory and portfolio management services to individual clients, beginning with a tailored financial plan. The firm emphasizes asset allocation and utilizes model portfolios managed by sub-advisers, conducting ongoing account reviews and maintaining authority over sub-adviser selection and monitoring.

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Daniel Pimental is a financial advisor with Alignment Financial Group in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors for six years and has been with Alignment Financial Group since 2009. Alignment Financial Group provides fee-based pension consulting and fiduciary services to plan sponsors, institutions, and other business entities, along with discretionary investment management and comprehensive financial planning for high-net-worth individuals and trusts. The firm’s approach includes a custom, discretionary investment process utilizing tactical allocation strategies and a broad range of instruments, and it also serves as an exempt commodity pool operator and manages digital currency pooled vehicles.

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

Christopher Eddy is a CFP® professional with 21 years of industry experience. He is the principal advisor at 603 Financial Advisors, LLC, an independent firm based in Newfields, NH. His prior work includes positions at Fortune Financial Services, The Patriot Financial Group, Securities America, Ledyard Bank, Infinex Investments, and Northway Bank. Eddy also holds a licensed insurance sales position focusing on fixed annuities and insurance products. 603 Financial Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and comprehensive financial planning. The firm constructs portfolios using ETFs, mutual funds, equities, and fixed-income securities, emphasizing a long-term investment approach tailored to each client’s specific goals and risk tolerance.

Theodore Svirbly is a financial advisor and founder of T.S. Financial Planning in Derry, NH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Mass Mutual prior to establishing his independent practice. In addition to advisory services, he maintains a fixed insurance agency. T.S. Financial Planning offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. The firm provides both discretionary and non-discretionary portfolio management and is notable for its pension consulting and fiduciary services for workplace retirement plans.