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.

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.

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.

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 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.

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.

Dan Hagler is a CFP® professional with 32 years of industry experience. He is the owner and CEO of Granite State Retirement Planning, Inc., where he has worked since 2006, and has prior experience with Triad Advisors, Inc. and Osaic Wealth, Inc. He is the creator of The Protected Retirement Process®, a trademarked four-step financial planning process, and co-author of the books *Retire Abundantly* and *Build Wealth Like A Shark*. Granite State Retirement Planning, Inc. serves individuals, trusts, corporations, and employer-sponsored retirement plans with comprehensive portfolio management, a proprietary financial planning process, retirement plan consulting, and referrals to third-party money managers. The firm manages client assets entirely on a non-discretionary basis and offers tailored investment solutions including ETFs, mutual funds, individual securities, and insurance products.

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.

Robert Bonacorsi is a CFP® with 34 years of industry experience, operating Bonacorsi Wealth Management in Amherst, NH. He has worked with Mike Bonacorsi LLC since 2010 and has been affiliated with LPL Financial since 2008. He is also the author of a book titled *Retirement Readiness* and engages in public speaking on related topics. Bonacorsi Wealth Management serves primarily individual and high‑net‑worth clients with comprehensive financial planning and both discretionary and non‑discretionary investment management. The firm offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, along with long‑ and short‑term trading approaches, and sponsors its own wrap-fee program.

Tiffany Donegan is a financial advisor at Cohen Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and real estate management. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios and conducts ongoing account monitoring, with additional offerings including privately placed securities and pooled vehicles for qualified investors.

Samuel Graham is a CFP® at Sfm, LLC in Manchester, NH, with two years of industry experience. He has been with Sfm, LLC since 2015. Outside of his advisory role, Mr. Graham works as a valet at Hanover Street Chophouse. Sfm, LLC serves individuals, families, and institutional clients, managing approximately $323 million across 264 client relationships. The firm offers discretionary investment management and comprehensive financial planning, employing a mix of fundamental, technical, and cyclical analysis to customize portfolios using low-cost institutional funds and other investment vehicles.

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.

Joseph Latona is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He has worked at LPL Financial since 2013 and also operates Goldfinch Financial, Inc., where he provides investment advisory and consulting services. Outside of his advisory roles, he is a commissioned notary public. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and credit product offerings.

Charles Stephen is a financial advisor at Glenwood Investment Group, LLC in Manchester, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Glenwood Investment Group since 2004. In addition to his advisory role, he is a licensed insurance broker and spends part of his time engaged in insurance-related activities. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a core-and-satellite investment approach, combining actively managed funds, passive index funds, and ETFs, with continuous portfolio monitoring and quarterly reviews.

James Perry is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cohen Investment Advisors since 2025 and previously held roles at Applied Capital Management, Natixis Distribution, L.P., and MFS Investment Management. Cohen Investment Advisors offers financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios based on fundamental analysis and conducts ongoing account monitoring with quarterly reviews.