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.

William West is the sole advisor at DW West Investments LLC in Groton, NH. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm, he worked at Mount Prospect Academy, the National Renewable Energy Laboratory, and the University of Maine, where he held roles related to advanced structures and composites. William also maintains full-time employment outside the advisory business with specific conflict-mitigation measures in place. DW West Investments LLC provides discretionary portfolio management primarily to retail and high-net-worth individuals. The firm constructs portfolios using three model allocations focused on technology and high-quality U.S. companies, applying fundamental research and structured rebalancing within client-specific investment guidelines.

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.

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.

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.

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.

Mark Visnic is a financial advisor at Oak Grove Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oak Grove Capital since 2012. Oak Grove Capital, LLC provides discretionary portfolio management and tailored investment advice to individuals, high net worth clients, and business entities through separately managed accounts. The firm employs fundamental, technical, and sentiment analysis combined with routine use of derivatives and options strategies, offering a low-volatility allocation designed to reduce risk relative to the S&P 500.

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.

William Martin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently affiliated with StoneX Advisors Inc. He has worked at StoneX Advisors and StoneX Securities since 2014 and previously operated Martin & Associates from 1998 to 2003. Outside of his advisory role, Martin is the proprietor of Martin & Associates, an insurance sales business focusing on various life and health insurance products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a combination of independent advisors and an in-house Private Client Group, implementing strategies via advisor-managed portfolios, proprietary models, and third-party managers.

John Heaney is a financial advisor with Latitude Advisors, LLC in Laconia, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Latitude Advisors since 2010 and has been involved in insurance sales with various carriers since 2000. In addition to his advisory role, Heaney provides tax preparation and bookkeeping services as a CPA. Latitude Advisors serves individual, high-net-worth, institutional, and corporate clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing the majority of client assets on a discretionary basis with continuous monitoring and rebalancing.

Elena Larson is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds a Series 65 credential and has worked at several firms, including Lakes Financial, Sawtooth Solutions, and MHP-Asset Management. In addition to her advisory role, she is a licensed independent insurance agent involved in insurance sales and administration. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, providing advisory as well as technology and operational services to other advisors through a managed account platform.

Tyler Lewis is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Prospera in 2021, he worked at Cetera Advisor Networks and Edward Jones. Outside of his advisory work, he is involved with Reed Wealth Management in a financial advisor capacity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Nancy Blanchette is a financial advisor at Mariner with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Investment Management and Ameriprise Financial Services. Blanchette is also associated with MSEC, LLC. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, with additional offerings in tax integration and employer financial-wellness solutions.

Ellen Molnar is a Certified Financial Planner® with 40 years of industry experience. She has been with Commonwealth Financial Network since 2015. In addition to her advisory role, she is a notary public and conducts fixed insurance sales at her branch. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios and specialized program structures.

Christopher Mack is a CFP®-designated financial advisor with 28 years of industry experience. He has been with Commonwealth Financial Network and has operated Mack Financial Consulting since 2007. His professional activities include fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.