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 McGuigan is a certified financial planner (CFP®) with 27 years of experience in the financial services industry. He is the principal of McGuigan Financial, LLC, an independent advisory firm he founded in 2018. His prior experience includes roles at Edward Jones and Flagship Harbor Advisors. McGuigan Financial, LLC manages approximately $79 million for individual, high-net-worth, and retirement plan clients. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing fundamental analysis and tailored portfolio construction on open-architecture platforms in affiliation with LPL Financial.

David Engels is the sole advisor at Engels Investment Advisors, LLC, an independent firm he has led since 2000. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Based in Center Sandwich, NH, Engels focuses exclusively on serving high-net-worth individuals and families. Engels Investment Advisors, LLC manages approximately $28.8 million for a small client base, providing long-term supervisory portfolio management and advice on asset allocation and specific securities. The firm employs a research-driven investment approach combining fundamental, technical, and cyclical analysis, and operates on a fully non-discretionary basis.

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 five years of industry experience. She currently leads BAS Capital Management LLC and has prior experience at Squam Lakes Financial Advisors, LeanUp, LLC, and The NeuGroup. BAS Capital Management serves individuals, business entities, and trusts with project-based financial planning, portfolio review, and consultation services. The firm emphasizes long-term, buy-and-hold investment strategies using low-cost mutual funds, ETFs, and government bonds, typically charging fixed fees or hourly rates rather than asset-based 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 Wolfeboro, New Hampshire. He holds the CFA designation and has 22 years of industry experience, including a one-year tenure 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. The firm applies Modern Portfolio Theory in its model portfolios and offers performance-based fee arrangements alongside asset-based accounts.

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.

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.

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.

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.

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.

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.

Landon Fritch is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus from 2016 to 2019. Outside of financial advising, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized investment management and financial planning through a team-based approach. The firm integrates internally managed and third-party strategies across multiple asset classes and offers specialized services such as OCIO advisory, family office solutions, and sustainable investing options.

Jason Taylor is a financial advisor at Flagship Harbor Advisors, LLC with 17 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2017 and previously spent six years at CCO Investment Services Corp. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a multi-strategy approach including mutual funds, ETFs, individual securities, and separately managed accounts, supported by both fundamental and technical analysis.

Thomas Space is a CFP® with 26 years of industry experience, currently serving as an advisor at Brookwood Investment Group since 2025. He previously worked at Redwood Private Wealth LLC for four years and Advisors Financial Planning Group, LLC for sixteen years. Thomas also serves as managing director of Redwood Tax Specialists, an insurance agency focused on tax reduction strategies. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains proprietary partner offices as well as multiple affiliated businesses.