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.

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.

Robert Salzer is a financial advisor with NAV Wealth Management LLC in Amesbury, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has led NAV Wealth Management since 2014. Outside of advisory work, he serves as president of the Woburn High School Scholarship Fund and is a trustee of The Tidd Home Inc., overseeing its portfolio. NAV Wealth Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs modern portfolio theory and a long-term trading approach, tailoring portfolios to client risk tolerance and time horizon, and is notable for its client mix that includes charitable and corporate clients.

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.

Douglas Cobb is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Cobb Financial, LLC since 2003. The firm provides discretionary investment management and financial planning services, along with tax preparation and CFO/business consulting engagements under separate fee arrangements. Cobb also maintains a full-time corporate finance role outside of his advisory practice. Cobb Financial, LLC serves individual clients by constructing diversified portfolios using fundamental and technical analysis, with regular reviews and reporting. The firm combines investment management with tax and business advisory services, operating a practitioner-led model focused on accounts generally at or above $100,000.

Nathanael Stewart is a CFA® charterholder and holds a Series 65 license, with 10 years of experience in the financial industry. He has been the principal advisor at N.A.S. Capital LLC since 2018 and previously worked at Opus Capital Group, LLC from 2015 to 2018. N.A.S. Capital LLC provides discretionary portfolio management through separately managed accounts for individuals, trusts, family offices, pension funds, and other institutional clients. The firm employs a single, opportunistic investment strategy focused on long-term capital appreciation, using fundamental, quantitative, and technical analysis to identify undervalued securities, and is noted for its use of performance-based compensation for qualifying clients and the principal’s personal investment in the core strategy.

Roger Blundell is the sole advisor at New England Tactical Investments LLC, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Freedom, and Interstate Arms. New England Tactical Investments LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, employing a tactical approach that integrates technical and cyclical analysis with modern portfolio theory across various asset classes.

Steven Stanganelli is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Clear View Wealth Advisors, LLC since 2010, serving as the sole advisor at the independent firm based in Amesbury, MA. Clear View Wealth Advisors, LLC provides financial planning, investment management, and tax preparation services to individuals, families, trusts, estates, and business entities. The firm employs a combination of strategic, index-based allocations with tactical overlays and risk controls, utilizing low-cost ETFs alongside selected active and alternative investments.

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.

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.

Daniel Pimental is a financial advisor at Alignment Financial Group with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors from 2015 to 2021. Alignment Financial Group primarily serves institutional plan sponsors and pooled investment vehicles, focusing on pension consulting and advisory services. The firm uses a tactical allocation approach across various asset classes and also manages a digital currency fund as general partner and investment manager.

Christopher Eddy is a CFP® professional with 20 years of industry experience. He is the principal advisor at 603 Financial Advisors, LLC, an independent firm based in Newfields, NH. His prior experience includes roles at Fortune Financial Services, The Patriot Financial Group, Securities America, Ledyard Bank, infinex Investments, and Northway Bank. He also holds an insurance sales position involving fixed annuities. 603 Financial Advisors provides wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to build diversified, customized portfolios with a focus on long-term investment horizons and tactical adjustments when appropriate.

Theodore Svirbly is the sole advisor at T.S. Financial Planning in Derry, NH, holding Series 63 and Series 65 licenses with six years of industry experience. His prior experience includes roles at Mass Mutual Life Insurance Company, MML Investors Services, LLC, and Northwestern Mutual Investment Services LLC. He also maintains a fixed insurance practice alongside his advisory work. T.S. Financial Planning serves individuals, high-net-worth clients, and corporate plan sponsors with investment management, financial planning, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary portfolio management, pension consulting, and can assume fiduciary responsibilities for workplace retirement plans.

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC and Investors Capital Corporation among other roles. In addition to his advisory work, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by providing financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm delivers non-discretionary investment advice using fundamental and cyclical analysis, combining buy-and-hold strategies with occasional short-term trading and covered-call techniques.

Leonard Turcotte is a financial advisor with BlueLine Advisors in Barrington, NH, holding a Series 65 credential and 13 years of industry experience. He has been with BlueLine Advisors since 2013 and also works with Wolverton-Wrexham LLC. In addition to his financial advisory roles, he has a long-standing career with American Airlines dating back to 1985. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and is notable for its sub-advisory services and consulting projects offered to other investment advisers and plan sponsors.

Bruce Fenton is a financial advisor at Atlantic Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Foris Capital US LLC and P2 Corporate Finance, LLC. Fenton is also president of Chainstone Labs, a fintech company that sponsors non-investment-related conferences. Atlantic Financial provides investment supervisory services and asset allocation planning to individuals, pension and profit-sharing plans, and business entities. The firm uses a macro-global economic framework with fundamental and technical analysis, offering a broad investable universe that includes digital assets such as Bitcoin.

James Dimos is a financial advisor with LPL Financial in Bedford, NH, holding CFP®, Series 63, and Series 65 credentials and 20 years of industry experience. His career includes roles at New Hampshire Federal Credit Union, Advisory Resource Group, LLC, and several insurance and financial services firms. He also sells fixed life, liability, long-term care, and health insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with insurance and lending products.

David Mclaughlin is a CFP® with 30 years of experience in financial advising. He is the sole advisor at Nutfield Financial, an independent firm based in Auburn, NH. His prior experience includes eight years at Cetera Advisors LLC and sixteen years at Investors Capital Corporation. In addition to financial advising, he is involved in tax preparation and insurance sales, focusing on life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses, offering financial planning with an emphasis on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm provides non-discretionary investment advice using fundamental and cyclical analysis combined with buy-and-hold, short-term trading, and covered-call strategies.

William Leibundgut is an investment adviser representative at Atlantic Financial with one year of industry experience. He previously worked at Foris Capital US LLC and Watchdog Capital, LLC and serves as Vice President of Chainstone Labs, a FinTech company involved in conference planning. Atlantic Financial provides investment supervisory services and asset allocation planning to individuals, pension and profit-sharing plans, and business entities. The firm employs a macro-global economic approach, uses fundamental and technical analysis, and includes a broad investable universe ranging from traditional assets to digital currencies, offering flexible fee structures and access to institutional platforms.

Eric Giacobba is a financial advisor at BlueLine Advisors with 16 years of industry experience. He holds a Series 65 designation and has worked at BlueLine Advisors since 2022. In addition to his advisory role, Mr. Giacobba is the CEO of Covrd, Inc., a technology company focused on product management, design, and sales and marketing. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with an emphasis on exchange-traded funds and mutual funds, and it also serves as a sub-advisor to other investment advisers and plan sponsors.