Robert Bonacorsi

David Hunt Jr. is a CFP® and CFA® with 16 years of industry experience, currently serving as the sole advisor at Applied Capital Management, LLC. He has worked at LPL Financial since 2020 and has been affiliated with Applied Capital Management, Inc. since 2015. Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, and small businesses. The firm emphasizes written financial plans and ongoing consulting, supporting a large client base with customized plans developed through detailed client engagement and fundamental analysis.

Bradley Kayton is a financial advisor at Studio Ventures and Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Studio Ventures since 2014. In addition to his advisory role, Kayton runs a consulting firm through a separate S-corp, providing executive management, board governance, CEO mentoring, and strategic consulting services to start-up companies. Studio Ventures and Capital Advisors offers advisory services to family offices, high-net-worth individuals, pooled investment vehicles, and business entities, focusing on creating and managing customized private-market equity and debt funds. The firm emphasizes thematic, client-tailored pooled vehicles and often takes an active role in portfolio companies through detailed due diligence and discretionary long-term investment strategies.

William Hurst is a financial advisor at Momentum Investment Research and Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity and Fidelity Brokerage Services, LLC. Momentum Investment Research and Management, LLC provides discretionary portfolio management and subadvisory services primarily to other advisers, as well as financial planning and account management for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, focusing on equity-oriented, long-term trading strategies and operates with discretionary trading authority.

Alicia Donahue is the sole advisor at Nashua Capital Management LLC, an independent firm based in Nashua, NH. She holds a Series 65 designation and has 13 years of industry experience, having led her firm since 2012. Nashua Capital Management provides discretionary portfolio management and incidental financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach focused on dividend-paying growth and value companies, supplemented by ETFs, mutual funds, and fixed income for diversification.

Beth Lundberg is a CFP® and Series 65-registered financial advisor with five years at Hawthorne Wellman Financial Planning, LLC and a total of three years in the industry. Her prior experience includes roles at Hawthorne Wellman, LLC and Zeiders Enterprises, as well as self-employment. Outside of her advisory work, she dedicates time to an outside media project, a podcast. Hawthorne Wellman Financial Planning, LLC is a fee-only, state-registered investment adviser serving individuals, couples, and families with comprehensive financial planning and discretionary portfolio management. The firm employs an evidence-based, factor-driven, globally diversified, and cost-conscious investment approach tailored to clients’ tax situations, risk tolerances, and life goals.

Anthony Chen is an independent financial advisor at Honorable Financial Services, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently at ClearCost Health since 2014, where he serves as a quality assurance manager developing healthcare software. Prior to and during this time, he has also been associated with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Honorable Financial Services is a small, state-registered independent advisory firm serving primarily individual clients, especially lower- to middle-income individuals and families. The firm offers discretionary portfolio management and ongoing financial planning focused on retirement and life transitions, utilizing a long-term, passive ETF asset-allocation strategy implemented through the Betterment platform.