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.

Jeremy Gassman is the principal of Gassman Financial LLC in Salem, NH, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and previously worked at Madison Avenue Securities, LLC for 13 years before focusing on his own firm. Gassman is also a licensed insurance professional involved in the sale of insurance and annuities. Gassman Financial LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $112.6 million in assets under management, employing a long-term, diversified asset-allocation strategy using ETFs, mutual funds, individual equities, and fixed income, with discretionary portfolio management and periodic rebalancing.

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.

Edward Murray is a financial advisor at Family Investment Advisory, LLC in Nashua, NH, holding the ChFC® designation and Series 63 license with 26 years of industry experience. He has been with Family Investment Advisory since 2011 and has operated his own advisory services since 1981. Murray is also a licensed insurance agent specializing in long-term care insurance. Family Investment Advisory, LLC provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized, diversified portfolios using asset allocation and fundamental analysis. The firm manages approximately $1.43 million in assets and conducts regular account reviews and client meetings.

Scott Stratton is the sole advisor at Stratton Capital Management, LLC, an independent firm based in Bedford, NH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory work, Stratton has been employed as a pilot for Federal Express Corporation since 1987 and is affiliated with the Airline Pilots Association International. Stratton Capital Management provides discretionary investment supervisory services to individual and high-net-worth clients, managing portfolios that include mutual funds, equities, bonds, ETFs, REITs, and government securities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies, and manages all assets in-house with a small client base.

Adam Mead is the principal advisor at Mead Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been managing his independent firm since 2014 and concurrently serves as Assistant Vice President and Commercial Loan Portfolio Manager at Pentucket Bank. Mead Capital Management provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm focuses on value-oriented, fundamental analysis with a concentrated portfolio approach and serves clients who prefer a long-term, business-owner perspective on publicly traded securities.

Carl Smith is the sole advisor at CJS Financial Advisers, holding Series 63 and Series 65 credentials with 31 years of industry experience. His career includes roles at Newbridge Securities Corp and Primex, alongside multiple periods at CJS Financial Advisers since 2012. Outside of advisory work, he is a licensed real estate sales associate and co-owner of a family landscaping service. CJS Financial Advisers serves institutions, corporations, trusts, and similar entities by providing investment advisory and financial planning services, often acting as a solicitor to other advisers. The firm customizes client relationships through investment policy statements and manages accounts using both active and passive strategies across various asset classes, occasionally acting as a direct advisor via Folio Institutional.

Jared Hoole is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Lakeside Financial Planning, LLC in Windham, NH. He has worked at Lakeside Financial Planning since 2014 and also holds a position as Tax Manager at Bright Horizons Family Solutions, a provider of early education and employer-sponsored child care services. Lakeside Financial Planning is a fee-only, registered investment adviser that offers comprehensive financial planning and discretionary investment management to individuals, families, and small-business clients. The firm customizes advice and portfolios based on clients’ objectives, tax situations, risk tolerance, and time horizons, and provides services such as ongoing wealth management, retirement-plan advisory, and financial snapshot reviews.

Scott Sullivan is a financial advisor at Bay Point Financial, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc., Independent Advisers Group Corp., New England Securities, and Parks-Tuttle Financial. Outside of advising, he sells life, disability, health, and long-term care insurance through multiple carriers and serves as a corporator for Franklin Savings Bank. Bay Point Financial serves individual clients, retirement plans, trusts, and other entities by providing financial planning, retirement plan consulting, and portfolio management primarily through recommending third-party advisory programs and money managers. The firm emphasizes asset allocation, diversification, and Modern Portfolio Theory, using passive index funds and ETFs as core holdings, and operates a primarily non-discretionary, referral-based model.

Robert Cryts is a financial advisor at Cambridge Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers LLC and Cetera Advisors LLC. He has been with Cambridge Financial Services since 1998. Cambridge Financial Services is an independent registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers personalized wealth management and financial planning, employing a low-turnover, buy-and-hold investment approach using mutual funds, ETFs, and select individual securities.

Robert Creegan Jr. is a CFP® professional with 25 years of industry experience. He has been with Creegan & Nassoura Financial Group, LLC since 2000 and was previously with Creegan & Associates, LLC. The firm is an SEC-registered, fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. It emphasizes balance and diversification, tailoring portfolios to clients’ risk tolerances and objectives through fundamental and technical analysis, with a range of investment strategies including equities, fixed income, and options.

Bernard Ross is a financial advisor with KBR Retirement & Investment Solutions, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with KBR Retirement & Investment Solutions since 2014 and also manages Ross Wealth Planning Group, LLC, a registered investment advisor focused on comprehensive financial planning and investment management. KBR Retirement & Investment Solutions offers fee-based advisory and financial planning services to individual investors as well as institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach, using fundamental, technical, and cyclical analysis to manage diversified portfolios on a discretionary basis.

Corey Walker is a financial advisor at Walker Capital Partners, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Northwestern Mutual and several other financial services firms. In addition to his advisory role, he serves as an Account Executive for Hortica Insurance Services, a property and casualty insurance company. Walker Capital Partners provides discretionary portfolio management to individual clients and acts as the general partner and investment adviser to a private pooled vehicle, Walker Capital Flagship Fund, L.P. The firm employs a combination of fundamental analysis, quantitative modeling, technical analysis, and risk management across equities, ETFs, and options.

Eilon Amir is a financial advisor at Brownstone Financial Group LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sakura Partners and Outcome Capital, LLC. Amir serves as Volunteer Vice President of the Board at Beit Sasson Sephardic Congregation in Newton, MA. Brownstone Financial Group provides investment advisory and portfolio management services to individual clients, beginning with a tailored written financial plan. The firm emphasizes asset allocation and uses model portfolios managed by sub-advisers, maintaining oversight through ongoing and formal quarterly reviews.

James Kieffer is the sole advisor at Rational Frontier Advisors, LLC in Nashua, NH. He holds a Series 65 designation and has 17 years of industry experience. He has been with Rational Frontier Advisors since 2008 and has also been associated with Proforma Financial Group, Inc. since 1981. Rational Frontier Advisors provides investment supervisory services and portfolio management primarily for high-net-worth individuals and retirement plan accounts. The firm emphasizes asset-class allocation, risk-adjusted benchmarking, and portfolio construction using mean-variance optimization, incorporating options-writing strategies as part of its investment approach.

Michael Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.

Frank Demaio is a CFP® professional with 33 years of experience in financial advisory services. He has been associated with JTD Financial Services, LLC since 2008 and has prior experience with United Planners Financial Services. Outside of his advisory role, he is involved in managing a ski condo rental business. JTD Financial Services provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm creates individualized investment programs tailored to clients’ financial situations and goals, employing a range of analytical methods and maintaining regular account reviews.