Lawrence Nicotera

Janice Ainsworth is a financial advisor with Rockworth Investment Services LLC, holding a Series 65 designation and 16 years of industry experience. She has been with Rockworth Investment Services since its founding in 2010 and also maintains a long-standing career with RE/MAX Presidential in real estate. Rockworth Investment Services provides continuous, discretionary portfolio and asset management to individuals, corporate plans, and trusts. The firm employs an active, tactical investment approach favoring ETFs and individual stocks, with frequent monitoring and portfolio adjustments in response to market developments.

Deborah Doucet is a CFP® with 15 years of industry experience and is the sole advisor at Saco River Financial Planning in Bartlett, NH. She has worked at LPL Financial since 2012. Outside of advising, she is involved in adjunct teaching and self-publishes books. Saco River Financial Planning serves middle-income individuals and families, as well as trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and generally manages client assets on a largely non-discretionary basis, emphasizing client control over transaction approval.

Craig Duvarney is the principal of Craig Duvarney, CFP, an SEC-registered, single-adviser firm based in Bartlett, New Hampshire. He holds the CFP® designation and has 26 years of industry experience, including roles at Royal Alliance Associates, Inc. and Osaic Wealth. Duvarney volunteers as a guest lecturer and mentor at Babson College and serves as a counselor for the Van Noy Valor Foundation, a nonprofit supporting disadvantaged youth. His firm primarily serves high-net-worth individuals and families, offering written financial planning, customized portfolio management, and retirement plan consulting. The investment approach includes long-term positions using actively managed mutual funds, ETFs, stocks, bonds, and cash equivalents, with discretionary authority commonly used for rebalancing and quarterly account reviews.

Stephen Goldsmith is a financial advisor with Commonwealth Financial Network and Casco Bay Wealth Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Commonwealth Financial Network since 2008 and Casco Bay Wealth Advisors since 2013. Outside of his advisory work, Goldsmith is the owner and operator of Rocky Ridge Farm and serves as a selectman for the Town of Lovell, Maine. He also provides emergency medical technician services to local ski patrol and rescue organizations. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the Commonwealth platform have discretion to build portfolios using a broad range of securities and insurance products, supported by the firm’s Investment Management and Research team, which manages discretionary model portfolios and offers various advisory program structures.

Brian Day Lewis is a financial advisor with LPL Financial in St. Joseph, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Voya Financial Advisors for six years before joining LPL Financial in 2021. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and delivers solutions through a large network of investment adviser representatives.

Brent Holcombe is a CFP® with 32 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 1993, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.