Lawrence Sarkozy

Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

John Mccune Jr. is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at Gulfstream Financial Group LLC since 2005. Prior to and concurrently with his role at Gulfstream, he has been affiliated with LPL Financial. Outside of financial advising, he is involved in commercial lobster fishing on weekends and occasionally works as an engineer/deckhand for tugboats. He also serves as a board member for Piscataqua Savings Bank. Gulfstream Financial Group provides financial planning and investment advice to individuals, trusts, estates, and business entities, focusing on tailored written plans and consultations. The firm employs a long-term, asset-allocation approach without discretionary trading authority, charging hourly and fixed fees rather than percentage-based fees.

Russell Robertson is a CFP® with 15 years of industry experience, currently serving as the Chief Compliance Officer and Investment Advisor Representative at ATI Wealth Partners, LLC. He also holds an advisory role at J. Murphy Asset Management, LLC. ATI Wealth Partners offers discretionary asset management and financial planning services to individuals, small businesses, and fiduciary clients, utilizing a long-term strategic asset allocation with diversified ETFs and structured notes. The firm incorporates derivatives and options strategies in separately managed accounts, a practice less common among independent advisers.

Eric Gregg is the sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH, holding Series 63 and Series 65 designations with 14 years of industry experience. He founded Four Tree Island Advisory in 2011 and serves on the advisory board and as a minority owner of Microwave Techniques LLC. Gregg is also on the board of Portsmouth Regional Hospital and part of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory provides customized, discretionary investment management to individuals and institutions, focusing on liquid investments such as equities and fixed income. The firm employs fundamental and relative-value analysis across three principal strategies and serves a client base that includes institutional relationships, utilizing features like derivatives and client-initiated margin borrowing.

Robert Foster Jr. is the sole advisor at Plain Talk Financial Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. He has worked at Nokia since 1984 as a Technical Support Engineer, a role that occupies the majority of his time. Plain Talk Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals and high-net-worth clients with investment management and financial planning services. The firm uses asset allocation principles and a combination of passive and active strategies, often incorporating third-party model portfolios and outside managers to implement advice.

Barry Obrien is a CFP® with 18 years of industry experience and has been the sole advisor at O'Brien Asset Management since 2007. He holds Series 63 and Series 65 licenses and operates from Eliot, ME. O'Brien Asset Management provides comprehensive financial planning and investment management services to individuals and families, including high-net-worth clients. The firm emphasizes personalized Investment Policy Statements, diversified asset allocations using low-turnover no-load mutual funds and ETFs, and generally manages portfolios on a non-discretionary basis with client pre-approval for changes.