Maurice Patterson is a financial advisor with MHP Asset Management in Tilton, NH, holding the Series 63, 65, and 66 designations and bringing 22 years of industry experience. He has been with MHP Asset Management since 2006 and also has experience at Mayflower Financial Advisors, LLC. In addition to his advisory role, he is a licensed insurance producer. MHP Asset Management is a state-registered investment adviser serving individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, municipalities, and private investment funds. The firm employs a modern portfolio theory approach, utilizing tailored portfolios of individual securities and options contracts, and accommodates both discretionary and non-discretionary client arrangements.

Robert Maloney is a financial advisor at Squam Lakes Financial Advisors, LLC, with 28 years of industry experience. He has been with Squam Lakes Financial Advisors since 2007. Squam Lakes Financial Advisors serves a small client base including individuals, business entities, and trusts, offering financial planning and consulting services such as tax planning and preparation. The firm does not provide investment management but refers clients to independent third-party managers and monitors their performance, operating under written financial planning agreements with fixed or hourly fee arrangements.

Brian Mc Guigan is a CFP® with 26 years of experience in financial advising. He is the sole advisor at McGuigan Financial, LLC, an independent firm he founded in 2018. Prior to starting his own firm, he worked with LPL Financial and Flagship Harbor Advisors. McGuigan Financial, LLC manages approximately $79 million for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm provides discretionary asset management and comprehensive financial planning, using a fundamental investment approach tailored to client risk profiles and employs open-architecture platforms through an affiliation with LPL Financial.

Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

Lawrence Dwight III is a financial advisor at Squam Lakes Investment Management, LLC, holding a Series 65 designation with five years of industry experience. He founded Dwight Investment Counsel, LLC, where he has provided investment advisory services since 2019. Prior to that, he worked at Stericycle, Inc. for four years. Squam Lakes Investment Management, LLC offers personalized, discretionary portfolio management and ongoing financial advice to individuals, families, trusts, and business entities. The firm emphasizes long-term wealth preservation and growth through fundamental analysis, primarily investing in equities with selective use of low-cost ETFs and fixed income, while managing a small number of client relationships to maintain service capacity.

Barbara Shegog is a CFA® charterholder with four years of industry experience. She is the sole advisor at BAS Capital Management LLC and has previously worked at Squam Lakes Financial Advisors, LeanUp, LLC, and The NeuGroup. BAS Capital Management LLC provides comprehensive, project-based financial planning and consultation services to individuals, business entities, and trusts, including specialized divorce financial planning. The firm emphasizes long-term, buy-and-hold asset allocation using low-cost mutual funds, ETFs, and government bonds, with a fee structure based on fixed fees and hourly rates rather than asset-based or performance fees.

Douglas Greene is a financial advisor at Greene & Company Financial Services LLC with 21 years of industry experience. He holds the PFS™ designation and Series 63 license and has operated Greene & Company, PC, a certified public accounting firm, since 1982, providing tax planning, preparation, and accounting assistance. Greene & Company Financial Services LLC offers investment advice and portfolio management to individual clients as well as pension and profit-sharing plans. The firm employs a discretionary management approach that incorporates charting, fundamental and technical analysis, and integrates tax considerations through its affiliation with the accounting firm owned by the principal.

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Mocksville, NC. He holds the CFA designation and has 21 years of industry experience, including nine years at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. Investment decisions follow Modern Portfolio Theory with model portfolios and Monte Carlo simulations to meet client goals, and the firm offers both performance-based and asset-based fee arrangements.

John Pinto Jr. is a financial advisor at Sintra Capital Corp with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Sintra Capital Corporation since 1987 and Fairport Capital, Inc. since 1993. Pinto also serves as a director for several funds, including Sintra Fund, Ltd. and Mako Europe Fund Limited. Sintra Capital focuses on emerging-market investing through discretionary managed accounts and advisory services for accredited investors and private investment funds. The firm aims for long-term capital appreciation by investing in equity and debt securities across developing markets using fundamental analysis while retaining flexibility for shorter-term trading.

Kelly Luethje is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Willow Planning Group, LLC since 2014, serving as the firm's sole advisor. Willow Planning Group is an independent advisory firm providing comprehensive financial planning and consulting to individuals, families, business entities, and retirement plan administrators. The firm emphasizes educational programming and periodic newsletters, offering investment analysis and recommendations focused on passive, asset-class-based strategies without direct portfolio management.

Matthew Krause is a financial professional with 16 years of industry experience, currently at William J. Krause CPA, P.C., where he has worked since 2005. The firm is a certified public accounting practice offering tax preparation, payroll, business consulting, and other accounting services to a range of clients, including individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. When clients require investment services, William J. Krause CPA, P.C. acts as a solicitor and consultant through alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC, with investment accounts managed directly by those broker-dealers.

William Krause is a CPA with 21 years at William J. Krause CPA, P.C. and 14 years of industry experience. He leads a team of eight advisors based in Wolfeboro, NH. William J. Krause CPA, P.C. is a certified public accounting firm providing tax preparation, payroll, business consulting, and other accounting services to individuals, corporations, partnerships, estates, trusts, and nonprofit organizations. The firm focuses primarily on tax and business advisory work and operates as a solicitor and consultant for investment services through formal alliances with UBS Financial Services Inc. and Morgan Stanley Smith Barney, LLC.

Jeffrey Hare is a CFA® charterholder with 28 years of industry experience. He has been with Aventus Investment Advisors, Inc. since 2010, where he serves as President. Beyond his financial advisory role, he manages bookkeeping activities for a separate real estate-related LLC. Aventus Investment Advisors provides portfolio management and financial planning to a diverse client base, including individuals, trusts, businesses, and retirement plans. The firm combines global macroeconomic analysis with fundamental research, offering flexible discretionary and non-discretionary account management alongside additional services such as tax preparation assistance and estate planning coordination.

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.

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.

Michael Hepworth is a financial advisor with Hepworth Equity Partners, LLC in Wolfeboro, NH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Hepworth Equity Partners since 2007. Hepworth Equity Partners provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm sponsors and exclusively manages its own wrap fee program, focusing on separately managed accounts tailored to client objectives and risk tolerance.

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.

Bonnie Aves is a financial advisor at Hepworth Equity Partners, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Hepworth Equity Partners since 2007. The firm provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. Hepworth Equity Partners manages client assets through a firm-sponsored wrap fee program focused on separately managed accounts, combining customization and tax considerations with a small advisory team approach.

Gregory Farland is a financial advisor at Alliance Private Wealth, LLC with 19 years of industry experience. He holds the CFP® designation and Series 63 license. His career includes roles at Commonwealth Financial Network since 2007 and managing The Farland Group from 2007 to 2019. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses with discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm emphasizes a primarily long-term, diversified investment approach and offers additional resources such as newsletters and webinars for business owners.

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.