Sarah Fleck

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.

Gregory Boeing is a financial advisor at MHP Asset Management with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bedrock Retirement Solutions since 2014 and Northwestern Mutual Life Insurance Company since 2011. MHP Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and various institutions. The firm employs a modern portfolio theory approach, emphasizing diversification and risk alignment, and serves a notable non-U.S. client base while incorporating international fiscal and monetary policy analysis into its research.

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since its founding in 2014. In addition to his advisory role, he maintains a separate insurance sales practice. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, providing non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, and 529 college-savings program support. The firm combines platform-based strategist models, third-party money manager referrals, and educational seminars to offer a range of investment advisory and financial planning services.

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.