Jeremy Lathrop

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Michael Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.

Brett is an enthusiastic ADVICE-ONLY financial planner who believes that how a client pays for advice matters. The hourly advice-only approach is the most conflict free model available to clients because it is free from product sales, endless A.U.M. fees, and other hidden fees and agendas. Brett founded Croft Financial Planning, LLC to create a firm aligned with his client's best interests. He has over 15 years experience providing financial advice. Brett previously served as a Senior Wealth Manager at Manchester Capital Management, a boutique multi-family office providing comprehensive financial planning and investment management to ultra-high-net-worth families. Prior to that, he worked at Fidelity Investments, helping clients navigate their financial goals with personalized planning solutions. Brett enjoys being a financial planner and delving into technical subjects while always trying to keep the big picture in mind: "who are the people important to you and what are you trying to accomplish?" Earlier in his career, Brett worked as an engineer and holds both a Bachelor of Science and a Master of Science in Engineering as well as an MBA. His analytical background and problem-solving expertise inform his thoughtful and precise approach to financial planning. When he’s not working, Brett enjoys exploring the outdoors with his wife of 30 years and their two grown children.

Joseph Drinon is a financial advisor at Carlson Investments in Concord, NH, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at UBS Financial Services Inc. since 1978. Carlson Investments is a fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm emphasizes personalized investment supervisory and financial planning services, using fundamental analysis to manage tailored portfolios and provides transparent performance reporting uncommon among its peers.

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Boston Asset Management Inc for 15 years. Outside of his advisory role, he is involved in running a nursery and farm business in Warner, NH. Empirical Asset Management provides discretionary investment management, retirement-plan advisory services, and consulting to a range of clients including individuals, high-net-worth clients, trusts, and institutions. The firm employs a rules-based, long-term investment approach using low-cost ETFs, mutual funds, individual securities, and alternative vehicles, supported by proprietary models and disciplined rebalancing.

Daniel Bednarczyk is a financial advisor at Carlson Investments with five years of industry experience. He holds a Series 65 designation and has worked at DL Carlson Investment Group since 2020. His prior experience includes a role at SBLI of Massachusetts dating back to 2009. Carlson Investments is a fee-only investment management firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis-driven approach to create tailored portfolios and distinguishes itself by providing transparent performance reporting and operating without commissions.