Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 13 years of industry experience. He has held Series 63 and Series 65 licenses and has been with his current firm since 2014. Outside of his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and hosts public educational seminars.

Christopher Della Valle is the sole advisor at C2C Wealth Management, LLC in Gilford, NH. He holds a Series 65 designation and has over seven years of experience in advisory roles, including nine years with DV Consulting Group LLC and a year at Dunkin' Donuts LLC. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs portfolios using ETFs, individual stocks and bonds, and independent managers when appropriate, emphasizing fundamental analysis and a long-term investment orientation.

Markus Cole is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential. He has been affiliated with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans through non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also offers access to 529 college-savings options, arranges relationships with third-party money managers, and holds public educational seminars and workshops.

Peter Laufenberg is a financial advisor at The Ivy League Advisory Group, LLC with nine years of industry experience. He holds a Series 65 credential and has been with the firm since 2016. In addition to his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, ongoing financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and offers public educational seminars and workshops.

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.

Greg Reidy is a financial advisor at Hampshire Family Office with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Four Points Capital Partners and Fieldpoint Private Securities, LLC. Reidy serves as CEO and registered investment advisor representative at Hampshire Family Office. Hampshire Family Office provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and strategies, including tactical asset allocation and direct indexing, and manages approximately $884 million with a focus on concentrated, family-office style client relationships.

Rachel Dadian is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Meredith Village Savings Bank, and Sardinha Brands, Inc. The Foundry Financial Group advises individuals, high-net-worth clients, and employer-sponsored retirement plans with services ranging from financial planning to discretionary and non-discretionary portfolio management. The firm utilizes a blend of top-down macroeconomic analysis and modern portfolio theory, constructing portfolios primarily with ETFs, mutual funds, fixed income, and other pooled vehicles, while incorporating less-common instruments and serving as an ERISA investment fiduciary for trustee-directed plans.

Luca D Italia is a Certified Financial Planner® with 15 years of industry experience, currently serving as an advisor at Independence Financial Advisors, LLC. He has worked with Franklin Savings Bank since 2015 and previously spent three years at Infinex Investments, Inc. In addition to his advisory role, Mr. D Italia assists clients with fixed annuities and fixed life insurance products through his work with Consolidated Life Producers. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed accounts and financial planning. The firm employs defined model allocations and internal security selections, managing most portfolios on a discretionary basis while accommodating client-imposed restrictions.

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.

Michael Fogarty is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding CFP® and ChFC® designations with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. and Fogarty Associates, Inc. prior to his current role. Outside of advisory work, he is the owner of AEHT LLC, a real estate-related business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting to approximately 300 clients with $250 million in assets under management. The firm employs top-down macroeconomic analysis combined with modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, fixed income, and alternative funds.

Sarah Anderson is a Series 65-licensed financial advisor at The Foundry Financial Group, Inc. with five years of industry experience. She has worked at The Foundry Financial Group since 2019, including a prior role at Cambridge Investment Research Advisors. Outside of her advisory work, she is a member of Bayview Properties LLC, a real estate business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, managing approximately $250 million in assets for around 300 clients. The firm uses a combination of top-down macroeconomic analysis and modern portfolio theory to guide investment strategies, employing a range of vehicles such as mutual funds, ETFs, interval funds, and independent managers.

Michael Blanchard is a financial advisor at Aegis Wealth Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Foundations Investment Advisors, Gradient Advisors, and Financial Security Associates Inc., where he remains president and owner. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-adviser approach by delegating portfolio management to several sub-advisers while tailoring allocations to client objectives.

Daniel Rivet is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at The Foundry Financial Group, Inc. since 2017 with prior roles at Cambridge Investment Research and Putnam Investments. The Foundry Financial Group, Inc. provides advisory services to individuals, high-net-worth clients, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach combines macroeconomic analysis with modern portfolio theory, utilizing a range of instruments including ETFs, mutual funds, and specialized exchange-traded products.

Christopher Pessotti is a financial advisor at Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 designation with seven years of industry experience. He has worked since 2012 at TMMC Inc., where he serves as an insurance agent advising on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis, with a notable client base supported by a seven-advisor team.

Pamela Hannan is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Independence Financial Advisors since 2011 and previously at infinex Investments, Inc. from 2005 to 2021. Outside of her advisory role, Ms. Hannan is also employed by Consolidated Life Producers, where she assists clients with life, accident, and health insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm uses defined model allocations and internal approved securities lists to manage portfolios, often on a discretionary basis, and maintains a high client-per-advisor ratio across its multi-office team.

Glen Moore is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes six years at Franklin Savings Bank and thirteen years at Market Basket. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, providing separately managed account portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis while incorporating client objectives and risk tolerance through financial planning and risk-assessment software.

Brady Martin is a financial advisor at The Foundry Financial Group, Inc. with a Series 65 credential and one year of industry experience. Prior to joining The Foundry Financial Group, he worked at Northwestern Mutual and has a background that includes positions in education and hospitality. Outside of financial advising, he works as a server at Gridiron Restaurant. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, and less-liquid structured products.

Joshua Allen is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with The Foundry Financial Group, Inc. and has previously worked at NHTrust, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, Allen serves on the finance board of Living Hope Lakeport and is a board member for the Town of Meredith Parks and Recreation. The Foundry Financial Group, Inc. serves individuals, high-net-worth clients, and employer-sponsored retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of top-down macroeconomic analysis and modern portfolio theory, incorporating various investment vehicles including ETFs, mutual funds, and less-common instruments such as interval funds and buffer ETFs.

Ava Clark is a Series 65-licensed advisor at The Foundry Financial Group, Inc. with one year of industry experience. Prior to joining the firm, she worked in various service roles including bartending at Covered Bridge Farm Table, a bar and restaurant. The Foundry Financial Group advises individuals, high-net-worth clients, and employer-sponsored retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a blend of macroeconomic analysis and modern portfolio theory to construct diversified portfolios primarily composed of ETFs, mutual funds, and fixed income securities.

Paul Gatehouse is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Independence Financial Advisors since 2011 and is also employed by Infinex Investments, Inc. Outside of his advisory roles, Gatehouse serves as a corporator and secretary for the executive committee of the Gordon Nash Library and is a director and executive committee member of Bolduc Park, a nonprofit golf and ski facility. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets using defined model allocations and conducts regular account reviews, generally managing portfolios on a discretionary basis while allowing client-imposed restrictions.