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.

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.

I started my career in Boston working with ultra-high-net-worth clients at a large wealth management firm. After more than a decade in that environment, I realized I wanted a different kind of success — one built around health, family, and purpose. In 2018, my wife and I relocated our family to the White Mountains of New Hampshire, where we’re raising our two kids and running our own businesses. That experience of stepping off the traditional path deeply shapes the way I now serve my clients. At Sheer Empowerment Financial, I work with mid-career professionals, parents, and self-employed individuals who are navigating transitions and want to bring more clarity and intention to their money. Whether you’re changing careers, growing a business, planning for kids, or simply seeking alignment between your finances and your values, I’ll help you simplify the complex, make thoughtful decisions, and move forward with a plan that reflects what matters most. I’m an advice-only, flat-fee planner — no product sales, no portfolio minimums, and no hidden agenda. My role is to provide you with objective, practical strategies and clear steps you can actually take. Ongoing support is available if you want a long-term partner, but it’s always flexible: some clients prefer periodic check-ins, while others just need a comprehensive plan or a focused session to gain confidence in their next move. As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring both technical expertise and a holistic perspective. Because money decisions don’t exist in isolation — they shape how you spend your time, manage your energy, and build the life you envision. If you’re looking for expert guidance from someone who’s been through major transitions himself, I’d love to connect. Together we can design a financial plan that reflects your values, supports your goals, and gives you the freedom to create the life you truly want.

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.

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.

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.

Dolores Kong is a CFP® with 24 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2021. Her prior experience includes 17 years at Winslow, Evans & Crocker, Inc. Outside of her advisory role, she is an IRS licensed enrolled agent who provides individual tax preparation seasonally and operates a hiking-focused blog and book project through AOMM Enterprises LLC. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions through multiple program structures and a combination of proprietary and third-party asset management.

Callum Maclean is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot since 2017, following a 13-year tenure at Janney Montgomery Scott. Outside of his advisory role, he serves as treasurer for the Walpole Area Visiting Nurses Association and is a co-director of the Newsboys Reading Room Association. He also participates as an emergency outdoor care responder with the Waterville Valley Resort Ski Patrol. Moors & Cabot provides investment management, financial planning, and consulting services to retail and high-net-worth individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and quantitative techniques, offering both discretionary and non-discretionary advisory arrangements.

Kimberly Du Laurence is a CFP®-certified financial advisor at Facet with 22 years of industry experience. Her prior roles include positions at Tiaa, Citizens Financial Group, and Banc Of America Investment Services, Inc. She has been with Facet since 2020. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, blending technology-driven processes and model-based asset allocations to serve a broad range of households through remote service channels. The firm’s approach integrates comprehensive planning areas and employs a flat subscription fee rather than percentage-based asset management charges.

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.

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.

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.

William Reepmeyer is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010, following five years at UBS Financial Services. Outside of his advisory work, he owns and operates a harness horse racing business, managing the buying and selling of horses as well as selecting races, drivers, and trainers. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment programs and services with both discretionary and non-discretionary management. The firm combines custody of client assets with broker-dealer and advisory operations, managing a significant portion of advisory assets on a non-discretionary basis.

Susan Mc Bournie is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Whitney and Associates and Virtue Capital Management, LLC. Outside of her advisory role, she is an independent agent offering fixed annuities and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Sarah Goodale is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. Prior to joining Empower Financial Services in 2023, she worked at Revolution Prep and Tilton School. She is also a teacher at Brewster Academy and provides tax return preparation services for friends and family on a nominal fee basis. Empower Advisory Group offers financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Benjamin Treadwell is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 66 licenses and has 22 years of industry experience. His prior experience includes roles at Solomon Edwards, D.A. Davidson, LPL Financial, and CUSO Financial Services. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, providing advisory and brokerage services through IARs and third-party portfolio managers. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Brandy Mohan is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Mill River Wealth Management, Infinex Investments, and Citizens Securities. Outside of her financial career, Mohan has worked as a bartender at The Bob House Restaurant since 2010. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Thad Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he manages a residential property previously used by his parents. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Carl Ring is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ring volunteers as a wax technician and coach for several high school and club Nordic ski teams in New Hampshire. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brendan Casey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years before joining Cambridge in 2017. Outside of his advisory role, he is a partner and independent insurance agent at Aggregate Wealth Strategies and Insurance Advisors and serves as secretary of a BNI networking group. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering multiple portfolio management options, model-based solutions, and access to both proprietary and external strategies.

Brent Holcombe is a CFP® with 33 years of industry experience, currently affiliated with Osaic Wealth in Albany, NH. His career includes long-term service at Fidelity Brokerage Services and related Fidelity advisory platforms. Osaic Wealth serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and third-party managed account solutions to construct portfolios across multiple asset classes.

Donald Hannigan Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2023, he worked at Questar Capital Corporation and Questar Asset Management, and has operated Hannigan Brokerage Services since 1997, a sole proprietorship selling various insurance products. He also serves as a registered representative with Brayshaw Financial Group, LLC. Osaic Wealth, Inc. serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations through a wide network of advisors and advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios and offers integrated brokerage, advisory, and retirement consulting services.

Heather Phillips is a financial advisor at UBS Financial Services with 29 years of industry experience. She previously worked at Merrill Lynch and Bank of America, N.A. from 2005 to 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Deanne Chrystal is a financial advisor with Primerica Advisors in Holderness, NH, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019. In addition to her advisory role, she is an attorney with Chrystal Law, PLLC, where she has practiced since 2009, and she owns The Purrfect Inn, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Bonnie Ireland is a financial advisor with LPL Financial in Meredith, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor since 2006. In addition to advisory services, she dedicates part of her time to offering and selling non-variable insurance products, including life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, utilizing various investment strategies and operational tools, with a platform supported by a large network of advisors and significant discretionary assets under management.

Reese Chappuis is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Belknap Landscape and Juggernaut Fitness, and served in the United States Army from 2016 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Kennelly is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the Meredith Rotary Club, where he manages funds dedicated to scholarships for local students. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides structured, research-based recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Dewitte Kersh is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and bringing 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2010 and has been with Mass Mutual Life Insurance Company since 2009. Outside of advising, he works as a ski instructor at Waterville Valley Resorts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using firm-approved analytical tools and offers a range of planning and investment programs.

James Shuttleworth is a financial advisor with Thrivent Investment Management in Moultonborough, NH, holding Series 63 and Series 66 licenses. He has 33 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning with tools that cover topics such as retirement, income tax, estate, and special needs planning, delivered independently from portfolio management services.

Geoffrey Soper is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1985. He specializes in catering to the financial needs of a select group of clients including founders and leaders in technology and life sciences, successful business owners, their employees, and corporate entities. His approach focuses on understanding clients' objectives to provide tailored financial strategies that simplify their financial tasks. With over 35 years of experience, Geoff's expertise encompasses executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible investing, values-based and ESG investing, individual and corporate investment strategy, and tax minimization. He and his team aim to deliver total wealth management, addressing retirement planning, portfolio management, tax strategies, and access to banking and lending solutions. Geoff holds a Bachelor of Arts degree in Economics and Business Administration from Ursinus College. He is a Chartered Financial Analyst (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER (CFP). In addition to his professional endeavors, Geoff serves as President of the Board of Directors for Youth Enrichment Services, a Boston-based non-profit focused on inspiring youth through outdoor experiences and leadership opportunities. He resides in Winchester, Massachusetts with his wife and three children and enjoys skiing and playing racket sports.

Donald Albiston is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior firms include Lincoln Financial Advisors Corporation and The Prudential Insurance Company of America, where he worked for over four decades. Albiston also provides accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to create portfolios that can include a wide range of investment types.

Mark Feigelman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Elijah Swanson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Giuseppe's Ristorante and Center Harbor Beach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.

Keith Britton is a financial advisor with Edward Jones in Moultonborough, NH, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, Britton is involved in the fitness industry as an owner and partner of several fitness businesses, including CrossFit Juggernaut. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm provides a range of advisory and managed account strategies, operating under a fiduciary standard, and supports its clients through a nationwide network of financial advisors and branch offices.

Jacqueline Taylor is a financial advisor at Ameriprise with 16 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Heather Yetman is a CFP® with 10 years of industry experience, currently with Mass Mutual Investors Services. She has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2020 and previously held positions at Dana Hall School and UBS Financial Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using detailed client information and firm-approved software to deliver written recommendations.

Cari Lamontagne is a financial advisor with Edward Jones in Meredith, NH, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has worked at several firms, including Citizens Securities, Fidelity Brokerage Services, Morgan Stanley, and Wells Fargo Clearing. Outside of her advisory role, she is involved with Live Nation / BankNH Pavilion, where she assists by checking tickets and directing patrons. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Celeste Monaghan is a Series 66-credentialed advisor with 19 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and is the owner of Monaghan Investment Resources LLC. Monaghan also holds roles as a notary public and an independent insurance agent in Moultonborough, NH. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides customizable investment implementations across various platforms and maintains both proprietary and third-party model strategies.

Devon Sullivan is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes positions at 128 Technology and a brief period of unemployment before joining Edward Jones in 2018, where he has worked for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.