Brandon Archibald

Maurice Patterson is a financial advisor at MHP Asset Management with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with MHP Asset Management since 2006. Patterson is also a licensed insurance producer. MHP Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and other institutions. The firm employs a modern portfolio theory approach with diversified asset allocations tailored to client risk profiles and incorporates analysis of international fiscal and monetary policies, serving a significant non-U.S. client base.

Peter Laufenberg is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential and nine years of industry experience. He has been with the firm since 2016 and previously worked at Plymouth State University for eight years. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, offering non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, 529 college-savings program support, and referrals to third-party money managers. The firm provides packaged planning services and educational seminars, operating primarily on a non-discretionary basis with client approval required for transactions.

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.

Rachel Dadian is a financial advisor with The Foundry Financial Group, Inc. in Laconia, NH. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Inc., Meredith Village Savings Bank, and Sardinha Brands, Inc. 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 for approximately 300 clients with $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, employing a range of investment vehicles including mutual funds, ETFs, and less-liquid structured products.

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 is a financial advisor with Financial Transparency, holding the PFS™ designation and Series 66 license, and has 26 years of industry experience. He has worked at Robert G. Stinson & Associates, P.C. since 2009 and has been involved with multiple financial services and trustee-related roles since 1999. Romano is also a principal providing trustee services and is a member of Clear Perspective Advisors, LLC. Financial Transparency offers asset management and financial planning services to individuals, retirement plans, businesses, and charitable organizations. The firm employs a fiduciary approach using Modern Portfolio Theory and the Efficient Market Hypothesis, providing both passive and active investment strategies along with customized managed accounts.