Eric Sanborn is the owner and sole advisor of On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 65 and Series 63 licenses and has 34 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Essential Planning, and LORD & SANBORN Inc. Outside of financial advising, he is a licensed agent involved in fixed insurance sales and a member of a real estate holding company. On Track Financial serves individual and high-net-worth clients, providing financial planning, estate planning, insurance consulting, and investment advisory services. The firm manages approximately $78 million across around 145 client relationships and employs diversified portfolio strategies using mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and tax considerations.

Jeremiah Chaplin is a CFA® charterholder and Series 65 licensed advisor at Truehand Inc, an independent registered investment advisory firm based in Strafford, NH. He has been with Truehand since 2022 and previously worked in roles at RSA Security, Deep Core Data, and Cimpress. His background includes technical experience in software and engineering alongside advanced investment training. Truehand serves individuals, families, and entities with investment management, financial planning, and fiduciary services. The firm employs a disciplined investment process focusing on large-cap, blue-chip stocks within a buy-and-hold framework and offers a range of service tiers, including active and passive management with bespoke ESG indexing tailored to client needs.

John Colligan is a CFP® with 16 years of industry experience and the principal advisor at Colligan Advisory, LLC, an independent firm he founded in 2009. He holds Series 63 and Series 65 licenses and operates from Concord, NH. Colligan Advisory provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $70 million in assets, focusing on strategic and tactical asset allocation using both fundamental and technical analysis across various asset classes, with a long-term approach that allows for shorter-term adjustments.

Natalya Pearl is a CFP® and holds a Series 66 license with nine years of industry experience. She is the sole advisor at Dragonfly Wealth Advisory, an independent firm she joined in 2026. Prior to this role, she worked at Bangor Savings Bank for six years and at Infinex Investments for ten years. Dragonfly Wealth Advisory serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning. The firm’s investment approach combines cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, focusing on long-term trading and tailored portfolios.

Alexander Miller is the sole advisor and principal at BQ Asset Management, holding a Series 65 credential with one year of industry experience. His prior work includes roles at LPT and Associates and various positions outside the financial sector. BQ Asset Management offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, and trusts. The firm employs a multi-method investment approach incorporating charting, fundamental, technical, cyclical, and economic analysis to tailor strategies aligned with client goals and risk tolerance.

Souheil Asmar is a financial advisor at Triumph Wealth Management LLC in Concord, NH, holding a Series 65 designation with 15 years of industry experience. He has been president of Triumph Business Advisors LLC since 2010, where he provides business consulting services including marketing, strategic and financial planning, tax planning and preparation, and executive coaching. Triumph Wealth Management serves individual clients and small businesses with tailored financial, tax, and retirement planning, focusing on detailed financial reviews and written plans without engaging in securities trading or discretionary account management. The firm operates on a fee-only basis and integrates formal tax credentials into its advisory services.

Keith Burbank is a financial advisor at Capitol Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Capitol Wealth Management since 2017, following four years at Boston Asset Management Inc. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a tactical allocation approach to discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor investment strategies according to clients’ objectives, risk tolerance, and time horizons.

David Woolpert is a financial advisor at Altus Investment Group in Concord, NH, holding a Series 63 designation with 29 years of industry experience. He has been with Altus Investment Group since 2003 and also teaches at the Concord Community Music School, a role he has held since 1996. Altus Investment Group provides personalized financial planning and analysis to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes discovery and written plans over ongoing asset management and operates primarily on fixed and hourly fees rather than percentage-of-assets billing.

Clayton Poole is a financial advisor at Capitol Wealth Management in Concord, NH, holding a Series 65 designation with no prior industry experience. He has a background in music production and event management as co-owner and director of business at CP Music Productions since 2012. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, managing approximately $34.7 million for about 59 clients. The firm employs a tactical allocation approach with discretionary portfolio management, incorporating fundamental, technical, and cyclical analysis to tailor strategies to each client’s objectives and risk tolerance.

Laura Provost is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with LPL Financial since 2012 and Altus Investment Group since 2013. Provost is also involved in the sale of fixed life, long-term care, disability insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research, model portfolios, and a variety of investment management options tailored to client needs.

James Steproe is a financial advisor at Capitol Wealth Management in Concord, NH, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He has been with Capitol Wealth Management since 2017 and previously worked at Boston Asset Management, Inc. for one year. Capitol Wealth Management is a four-advisor firm serving individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm uses a tactical allocation strategy combining fundamental, technical, and cyclical analysis to manage discretionary portfolios designed to reduce risk and seek improved performance.

Ronald Valpey is a CFP® and holds a Series 66 license with 24 years of experience in the financial advisory industry. He has been with Valpey Financial Services LLC since 2010, where he serves as one of two advisors. Valpey Financial Services LLC provides portfolio management, financial planning, and consulting to individual, high-net-worth, and certain corporate clients. The firm employs a strategic asset allocation approach with diversified portfolios and emphasizes low-cost passive indexing, using active managers selectively based on net-of-cost evidence.

Mark Lavalle is a financial advisor at KCS Advisors, LLC in Concord, NH, holding a Series 65 designation with 19 years of industry experience. He has been with KCS Advisors since 2010. Outside of his advisory role, he serves as Treasurer for the Bow School District and is a trustee for multiple trusts, including the Bedford Kids First Trust, where he manages trust assets independently of KCS Advisors. KCS Advisors is a privately owned registered investment adviser providing discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach focused on diversification, tax awareness, and minimizing trading costs, with occasional use of derivative strategies for specific portfolio management needs.

Clayton Poole is a financial advisor with Capitol Wealth Management in Concord, NH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He worked at Boston Asset Management, Inc. from 2015 to 2017 before joining Capitol Wealth Management in 2017. Outside of finance, Poole is involved in professional music contracting, conducting orchestras for special occasions, and is a partner in a musical production company performing in a big band. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering fee-based advisory and financial planning services. The firm uses a tactical allocation approach with discretionary portfolio management to manage risk and pursue performance, tailoring strategies to client objectives and monitoring accounts continuously.

Kevin Soles is a financial advisor at KCS Advisors, LLC in Concord, NH, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with KCS Advisors since 2003. KCS Advisors is a small, privately owned registered investment adviser that provides discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis with broad diversification and tax awareness.

Madelyn Ducharme is a financial advisor at Altus Investment Group with a Series 66 credential and two years of industry experience. She has worked at firms including J.P. Morgan Securities and RBC Wealth Management. Outside of finance, she is involved with Kate Noel Fitness, a home-based fitness business. Altus Investment Group provides personalized financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on tailored financial plans and analyses, with clients retaining control over implementation, and utilizes fee-only, fixed, and hourly planning arrangements rather than asset-based fees.

Daniel Blandini is a financial advisor at Valpey Financial Services LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience in education and customer service roles, including multiple positions at the University of New Hampshire and work with Mount Washington Cruise Line. Valpey Financial Services is an SEC-registered advisory firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm uses a strategic asset allocation framework to create diversified portfolios tailored to client goals and generally favors passive and low-cost investment strategies.

Kate Graham is a financial advisor with Carlson Investments in Concord, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Fidelity Brokerage Services since 2000, including a role at Fidelity Personal and Workplace Advisors since 2018. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million across diverse client relationships. The firm uses fundamental analysis to guide investment decisions across Equity, Balanced, and Fixed Income portfolio styles and provides transparent performance reporting alongside stand-alone financial planning services.

Colby Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with two years of industry experience. Prior to joining Whitegate, he worked at Queen's University Belfast and the University of New Haven. Whitegate Investment Counselors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management and targeted consulting engagements. The firm manages approximately $545 million in client assets and emphasizes tailored asset allocation and mutual fund/ETF analysis.

Joseph Drinon is a financial advisor with Carlson Investments, holding Series 63 and Series 65 registrations and 21 years of industry experience. He has worked at UBS Financial Services since 1978. Carlson Investments is an employee-owned, fee-only advisory firm that manages approximately $735 million for individuals, retirement plans, trusts, and businesses. The firm employs a fundamental analysis approach across Equity, Balanced, and Fixed Income portfolios and provides discretionary investment management alongside financial planning services.