Stephen Goldsmith

Donald Daniels is a financial advisor at Daniels D'Amelio Investment Management Group, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Deutsche Bank. Daniels has been with Daniels D'Amelio Investment Management Group since 2019. Daniels D’Amelio Investment Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individual investors and employer-sponsored retirement plan sponsors. The firm manages approximately $45 million in assets and employs a combination of fundamental, technical, quantitative, and sector analysis to construct and monitor individualized portfolios. It also offers employer retirement-plan consulting and corporate services, including tax and corporate-structure advice.

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.

Lawrence Nicotera is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and spent over two decades at Fidelity Investments in various roles. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

John Fontana Jr. is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Western Maine Retirement Solutions since 2005. Outside of his advisory role, he is also a musician. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Vincent Osgood is a financial advisor with Edward Jones in Conway, NH, holding a Series 66 designation and four years of industry experience. He previously worked at Norway Savings Bank from 2014 to 2021. Outside of his advisory role, he serves on the finance committee of the West Oxford Agricultural Society, a local fair organization, where he is involved in budgeting and long-term financial planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lee is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 11 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a wide range of delivery options and investment solutions supported by an in-house research team and a large network of investment adviser representatives.