Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

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.

John Elliott is the principal of John Elliott Wealth Management LLC in New London, NH. He holds a Series 65 designation and has prior work experience at Shift Technology and Duck Creek Technologies, spanning over 16 years in the technology sector. John Elliott Wealth Management LLC provides integrated wealth management services primarily to individuals and families with investable assets of $1 million or more, as well as related trusts, estates, and other legal entities. The firm manages portfolios in-house using a combination of fundamental and technical analysis, focusing on a predominantly long-term equity approach with discretionary and non-discretionary arrangements.

Brett is an enthusiastic ADVICE-ONLY financial planner who believes that how a client pays for advice matters. The hourly advice-only approach is the most conflict free model available to clients because it is free from product sales, endless A.U.M. fees, and other hidden fees and agendas. Brett founded Croft Financial Planning, LLC to create a firm aligned with his client's best interests. He has over 15 years experience providing financial advice. Brett previously served as a Senior Wealth Manager at Manchester Capital Management, a boutique multi-family office providing comprehensive financial planning and investment management to ultra-high-net-worth families. Prior to that, he worked at Fidelity Investments, helping clients navigate their financial goals with personalized planning solutions. Brett enjoys being a financial planner and delving into technical subjects while always trying to keep the big picture in mind: "who are the people important to you and what are you trying to accomplish?" Earlier in his career, Brett worked as an engineer and holds both a Bachelor of Science and a Master of Science in Engineering as well as an MBA. His analytical background and problem-solving expertise inform his thoughtful and precise approach to financial planning. When he’s not working, Brett enjoys exploring the outdoors with his wife of 30 years and their two grown children.

Peter Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 63 designation and over 25 years of industry experience. He has been with Hager Investment Management Services since 1982. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm employs a client-specific investment approach combining fundamental, quantitative, and cyclical analysis with modern portfolio theory, and maintains a defined retirement-plan practice including plan monitoring and participant education.

Robin Brigham is a CFP® with 10 years of industry experience, currently serving as an advisor at Hager Investment Management Services, LLC since 2015. Based in New London, NH, Brigham holds Series 63 and Series 65 licenses. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm combines asset management with planning focused on cash flow, tax, estate preservation, and risk management, utilizing a mix of fundamental, quantitative, and cyclical analysis guided by modern portfolio theory.

Michael Bechtold is a financial advisor at Hager Investment Management Services, LLC with four years of industry experience. He holds a Series 65 credential and has worked at Hager Investment Management Services since 2021. His prior experience includes roles at the Orbit Group, the University of New Hampshire, and the Kearsarge Regional School District. Hager Investment Management Services, LLC is a four-advisor firm managing approximately $221.6 million for around 171 clients. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, small businesses, trusts, estates, and charitable organizations, using a blend of fundamental, quantitative, and cyclical analysis combined with modern portfolio theory.

Andrew Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 65 designation and 26 years of industry experience. He has been with Hager Investment Management Services since 2014. Hager Investment Management Services is a family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services, employing a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to tailor portfolios to client objectives and risk tolerance.

Alfred Romano Jr. is a financial advisor at Financial Transparency with 27 years of industry experience. He holds the PFS™ and Series 66 credentials and has worked at firms including Robert G. Stinson & Associates, P.C. and Cssc Brokerage Services, Inc. Romano is involved in trustee services through a personal business, performing duties in accordance with trust documents. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of passive and active investment programs tailored to client needs.

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 21 years of industry experience. He previously worked for Boston Asset Management Inc for 15 years before joining Empirical in 2024. Outside of his advisory role, he operates a nursery business in Warner, New Hampshire. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using a proprietary methodology and manages multiple model strategies with a focus on low-cost ETFs, mutual funds, and select individual securities.

Kristina Regan is a financial advisor at Perigon Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at Carlson Investments and Credit Sights. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

Deborah Ray is a Series 66-licensed financial advisor at Arax Advisory Partners with 15 years of industry experience. She previously worked at Merrill Lynch for 18 years and has held roles at Triad Advisors, Pinnacle Private Wealth, and U.S. Capital Wealth Advisors. She assists other registered representatives at Triad Advisors with sales of financial products during trading hours. Arax Advisory Partners is a multi-team wealth manager overseeing roughly $26.5 billion in regulatory assets and serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is noted for its use of performance-based fee arrangements and its broader institutional footprint through affiliated firms and international operations.

Robin Morrell is a CFP® with 35 years of industry experience, currently serving at First Heartland Consultants, Inc. He has previously worked at Ameriprise Financial Services Inc, Flatiron Financial Group, and LPL Financial, LLC. Outside of his advisory role, Morrell teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Chad Joshpe is a CFP® and ChFC® with 21 years of industry experience, currently serving at Fortis Capital Advisors, LLC. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a motivational speaker and youth sports coach. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of February 2025.

Nicholas Davis is a Series 66 credentialed advisor at Blueprint Financial Advisors with 13 years of industry experience. His prior roles include positions at Hemlock Creek Wealth Management, Raymond James Financial Services, and Edward Jones. Outside of financial advising, he is a partner in Anxiety Guys LLC, a coaching business focused on reducing PTSD and anxiety for individuals and corporations. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework across diversified asset classes to manage client portfolios.

Sarah Davis is a financial advisor with Blueprint Financial Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Edward Jones and Raymond James Financial Services. In addition to her advisory duties, she is a licensed insurance agent with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that manages approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Lori Tetreault is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. She holds Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies from model-based to customized portfolios and combines advisory services with broker-dealer capabilities and in-house trading operations.

Chad Richardson is a financial advisor at Mariner Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Taylor, Cottrill, Erickson & Associates for five years before joining Mariner in 2021. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines discretionary customized portfolios with in-house research and third-party managers, and offers integrated tax services and administrative family office support.

Martha Cottrill is a CFA® charterholder with 25 years of industry experience. She currently works at Mariner Wealth Advisors and has held positions at Taylor, Cottrill, Erickson and Associates, Inc. Previously. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines internal research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and family office services.

Matthew Boyle is a CFP® with 24 years of industry experience, currently serving at Empower Advisory Group. His previous roles include positions at GWFS Equities, Voya Financial Advisors, Waddell & Reed, Peoples Securities Inc., and Peoples United Bank. Outside of his advisory work, he serves on the board of the NH Children’s Health Foundation, coaches youth soccer with the Hopkinton Soccer Club, acts as a referee for the New Hampshire Soccer Referee Association, and supports the Hopkinton Library Foundation as a board member. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach focuses on integrated financial planning tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.