Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

John Mccune Jr. is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at Gulfstream Financial Group LLC since 2005. Prior to and concurrently with his role at Gulfstream, he has been affiliated with LPL Financial. Outside of financial advising, he is involved in commercial lobster fishing on weekends and occasionally works as an engineer/deckhand for tugboats. He also serves as a board member for Piscataqua Savings Bank. Gulfstream Financial Group provides financial planning and investment advice to individuals, trusts, estates, and business entities, focusing on tailored written plans and consultations. The firm employs a long-term, asset-allocation approach without discretionary trading authority, charging hourly and fixed fees rather than percentage-based fees.

Russell Robertson is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He is the sole advisor at ATI Wealth Partners, LLC, an independent firm based in New Castle, NH, and has worked with J. Murphy Asset Management, LLC since 2022. ATI Wealth Partners provides discretionary asset management and financial planning services to individuals, small businesses, and trusts, estates, and charitable organizations. The firm employs a long-term strategic asset allocation approach using low-cost, broadly diversified ETFs, structured notes, and, for some clients, option-writing strategies.

Eric Gregg is the sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH, holding Series 63 and Series 65 designations with 14 years of industry experience. He founded Four Tree Island Advisory in 2011 and serves on the advisory board and as a minority owner of Microwave Techniques LLC. Gregg is also on the board of Portsmouth Regional Hospital and part of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory provides customized, discretionary investment management to individuals and institutions, focusing on liquid investments such as equities and fixed income. The firm employs fundamental and relative-value analysis across three principal strategies and serves a client base that includes institutional relationships, utilizing features like derivatives and client-initiated margin borrowing.

Barry Obrien is a CFP® professional with 19 years of experience in the financial advisory industry. He is the principal advisor at O'Brien Asset Management LLC, an independent firm he has led since 2007. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm’s investment approach focuses on long-term, diversified portfolios primarily using no-load mutual funds and ETFs, emphasizing non-discretionary asset management and customized investment policy statements.

At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.

Jeffrey Bogue is a CFP® professional with 22 years of industry experience, serving as the sole advisor at Bogue Asset Management LLC since 1998. The firm provides fee-only investment advice and financial planning to a range of clients including individuals, trusts, estates, corporations, charitable organizations, and retirement-plan participants. Bogue Asset Management employs a core-and-satellite investment approach that combines passively managed funds with select actively managed funds and tactical adjustments, grounded in Modern Portfolio Theory and global diversification. The firm focuses on nondiscretionary portfolio recommendations and pension consulting services, maintaining annual reviews against documented Investment Policy Statements.

Gerard Iacangelo is the principal advisor at Iacangelo Financial Group, LLC, an independent firm based in Portsmouth, NH. He holds Series 65 and Series 66 licenses and has 18 years of industry experience, including prior work at Michael F. Iacangelo & Co., Inc. Since 2013, he has also been a licensed insurance agent involved in insurance sales and service. Iacangelo Financial Group provides personalized financial planning and discretionary portfolio management primarily to individuals in or near retirement. The firm implements investment programs on a discretionary basis, utilizing sub-advisors for trade execution and investment modeling, while maintaining overall client oversight and offering additional planning services such as college-planning assessments.

I've known that working with money was my calling since senior year of high school. As it turns out, I’ve poured my entire career (20+ years) into financial planning and coaching, starting with data entry and paperwork, then building financial plans and implementing the recommendations for other advisors. I started taking my own planning clients in 2007, got my CERTIFIED FINANCIAL PLANNER™ certification, an Accredited Investment Fiduciary® designation, and a few years later, a Masters degree in Personal Financial Planning from my alma mater Bentley University. In 2012 I made the leap from traditional firms with high minimums to a new way of working with regular Americans: fintech (aka financial technology). Since then, my mission has been to find scalable ways using technology to bring financial planning to those who need it the most - in particular, women and their allies. Now I get to accomplish some of this through my work with clients at Reverie Wealth, and also through my consulting firm, Plan Ventures, where I do projects for fintech and coaching companies on topics like scaling mass market financial services or coaching and automating financial planning advice. These days, I’m passionate about money ideas that work in the real world for real people, using your core values and your body's intelligence (head/heart/gut) to guide financial and other life decisions, backing up financial planning principles with research and evidence, tackling systemic issues in ways that can be good for both the world and our bottom lines, and like a true Enneagram 7, finding ways to have fun while doing it all! When I’m not working to bring good money to the masses, you can find me reading sci-fi and psychology books, watching reruns of New Girl and Abbott Elementary, skiing or mountain biking with my partner and kids, leading women-only small group trips to places like Paris and Japan, and fighting the patriarchy.

Rhonda Bowden is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Hanai Financial. She previously worked at Zeiders for ten years before joining Hanai Financial in 2023. Hanai Financial provides investment management primarily for pooled vehicles and institutional clients, while also offering financial planning and educational seminars to individuals, charitable organizations, and businesses. The firm employs a passive, asset-allocation-based approach using mutual funds and ETFs and serves individual clients without a stated account minimum.

Matthew Daigneault is a financial advisor at Dirigo Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Aries Wealth Management, Marble Trail Advisors, and Purshe Kaplan Sterling Investments. Dirigo Financial serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services. The firm also offers consulting to employee benefit plans, using a fundamental, long-term investment approach tailored to each client’s goals and risk tolerance.

Christopher Rockwell is a financial advisor at RSI Advisors in Dover, NH, holding a Series 65 designation with nine years of industry experience. He has been operating Rock Solid Investments LLC since 2015. RSI Advisors provides financial planning, portfolio management, and investment consultation to individual and high-net-worth clients. The firm combines strategic passive asset allocation with active tactical approaches based on business-cycle analysis and proprietary volatility trading signals, and offers services including retirement, tax, estate, and education planning.

Richard Davisson is the sole advisor at Davisson Investment, LLC in Newington, NH, holding Series 63 and Series 65 credentials with 22 years of industry experience. Outside of financial advising, he serves as chairman and secretary and owns a 15% stake in Sponge-Jet, Inc., an industrial abrasives company, and is president and a minority owner of Milton Oil Corp, involved in oil production. Davisson Investment, LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, primarily long-term investment approach with tailored asset allocation and security selection, maintaining ongoing client monitoring and periodic reviews.

Craig Krespach is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Golden Financial Services in Portsmouth, NH. He has been with the firm since 2004. Golden Financial Services provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, foundations, endowments, corporations, and other business entities. The firm manages discretionary portfolios primarily using mutual funds, ETFs, and bond funds, employing both fundamental and technical analysis and offering customized strategies including separately managed accounts.

Nathan Fox is the principal of F3 Capital, an independent advisory firm based in Portsmouth, NH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding F3 Capital, Fox worked at Concord Wealth, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. In addition to his advisory role, he operates as a licensed insurance agent. F3 Capital provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes documented investment policies, asset allocation, and regular portfolio monitoring, focusing mainly on mutual funds and insurance products with a long-term, risk-aligned approach.

Zachary Rubin is a financial advisor with Kingfisher Capital Management LLC in York, Maine, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Camden Wealth Management and Deutsche Bank Securities Inc. He also serves as a non-fiduciary administrative co-trustee for the Simson trusts, a family trust, dedicating approximately 10 hours per month. Kingfisher Capital Management LLC is a single-advisor registered investment adviser serving primarily high-net-worth individuals. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to provide discretionary portfolio management and ongoing monitoring.

Douglas Cobb is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Cobb Financial, LLC since 2003. The firm provides discretionary investment management and financial planning services, along with tax preparation and CFO/business consulting engagements under separate fee arrangements. Cobb also maintains a full-time corporate finance role outside of his advisory practice. Cobb Financial, LLC serves individual clients by constructing diversified portfolios using fundamental and technical analysis, with regular reviews and reporting. The firm combines investment management with tax and business advisory services, operating a practitioner-led model focused on accounts generally at or above $100,000.

Eric Wasson is a CFP® certificant with 32 years of experience in the financial services industry. He is the principal advisor at AZTEC Financial Group, LLC, where he has worked since 2018, and also maintains a relationship with LPL Financial. Wasson holds Series 63 and Series 65 licenses and is additionally licensed to sell fixed insurance products. AZTEC Financial Group, LLC provides financial education and comprehensive planning services primarily to retail and high-net-worth individuals, focusing on retirement planning and goal-oriented strategies. The firm emphasizes individualized, relationship-based planning and does not hold custody of client assets, with investment implementation offered through separate brokerage and advisory arrangements.

Christian Habershaw is the principal advisor at Divergence Wealth Management LLC in Portsmouth, NH, holding a Series 65 credential. He has one year of experience in financial advisory and maintains a significant outside business in landworks and landscaping through Habershaw Landworks LLC. Divergence Wealth Management offers investment advisory and wealth management services to individuals and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and investment consulting. The firm uses fundamental analysis to guide long-term investment decisions and employs low-cost mutual funds, ETFs, and individual securities, operating as a fiduciary with tailored asset allocations and due diligence on independent managers.

James Grace is a CFP® with 16 years of experience in the financial services industry. He is the sole advisor at Modern Financial Wellness, an independent registered investment adviser based in Portsmouth, NH. Prior to founding Modern Financial Wellness, Mr. Grace worked at Silver Pine Capital, LLC for eight years and held positions at United Bank and Infinex Investments, Inc. He continues to provide advisory services to clients of Silver Pine Capital on a limited basis. Modern Financial Wellness serves individuals, high-net-worth clients, and small businesses with fee-only discretionary investment management and financial planning. The firm’s investment approach is based on asset allocation and Modern Portfolio Theory, blending passive and active strategies while offering customized ESG options and coordinating tax preparation for clients.