Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

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.

Brett is an enthusiastic ADVICE-ONLY financial planner who believes that how a client pays for advice matters. The hourly advice-only approach is the most conflict free model available to clients because it is free from product sales, endless A.U.M. fees, and other hidden fees and agendas. Brett founded Croft Financial Planning, LLC to create a firm aligned with his client's best interests. He has over 15 years experience providing financial advice. Brett previously served as a Senior Wealth Manager at Manchester Capital Management, a boutique multi-family office providing comprehensive financial planning and investment management to ultra-high-net-worth families. Prior to that, he worked at Fidelity Investments, helping clients navigate their financial goals with personalized planning solutions. Brett enjoys being a financial planner and delving into technical subjects while always trying to keep the big picture in mind: "who are the people important to you and what are you trying to accomplish?" Earlier in his career, Brett worked as an engineer and holds both a Bachelor of Science and a Master of Science in Engineering as well as an MBA. His analytical background and problem-solving expertise inform his thoughtful and precise approach to financial planning. When he’s not working, Brett enjoys exploring the outdoors with his wife of 30 years and their two grown children.

Joseph Drinon is a financial advisor at Carlson Investments in Concord, NH, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at UBS Financial Services Inc. since 1978. Carlson Investments is a fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm emphasizes personalized investment supervisory and financial planning services, using fundamental analysis to manage tailored portfolios and provides transparent performance reporting uncommon among its peers.

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Boston Asset Management Inc for 15 years. Outside of his advisory role, he is involved in running a nursery and farm business in Warner, NH. Empirical Asset Management provides discretionary investment management, retirement-plan advisory services, and consulting to a range of clients including individuals, high-net-worth clients, trusts, and institutions. The firm employs a rules-based, long-term investment approach using low-cost ETFs, mutual funds, individual securities, and alternative vehicles, supported by proprietary models and disciplined rebalancing.

Daniel Bednarczyk is a financial advisor at Carlson Investments with five years of industry experience. He holds a Series 65 designation and has worked at DL Carlson Investment Group since 2020. His prior experience includes a role at SBLI of Massachusetts dating back to 2009. Carlson Investments is a fee-only investment management firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis-driven approach to create tailored portfolios and distinguishes itself by providing transparent performance reporting and operating without commissions.

James Mullins is a CFA® charterholder with 24 years of industry experience. He has been with DL Carlson Investment Group, Inc. since 2001. The firm is a fee-only investment management team based in Concord, NH. DL Carlson Investment Group, Inc. provides personalized investment supervisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm manages approximately $698.4 million in client assets and emphasizes fundamental analysis, tailored portfolios, and transparency through performance reporting.

Alan Rattee Jr. is a financial advisor at Carlson Investments with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Fidelity Investments and has held various roles at Hamilton College and other organizations. D.L. Carlson Investment Group, Inc. is a fee-only investment management firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis to create tailored portfolios and distinguishes itself by providing transparent performance results and operating on a non-commission basis.

Kyle Fellers is a financial advisor at Carlson Investments with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.L. Carlson Investment Group, Inc. since 2016. D.L. Carlson Investment Group, Inc. is a fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm emphasizes personalized investment supervisory and financial planning services, employing fundamental analysis and a range of strategies while providing transparent performance results and operating without commission-based products.

Alan Beaulieu is a financial advisor at Bellwether Wealth with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Kestra Financial Services and Nfp Securities. Outside of advising, he serves as President and Economist at the Institute for Trend Research, a role he has held since 1990. Bellwether Wealth provides discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a “total portfolio” approach that combines active and passive strategies, using proprietary models and third-party AI analytics to guide portfolio construction and risk management.

Maxwell Kemper is an advisor at Carlson Investments in Concord, NH, holding a Series 65 designation. He has one year of industry experience, with prior roles at EliseAI and PwC. Carlson Investments is a fee-only investment management firm serving individuals, pension plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm employs fundamental analysis to manage tailored portfolios and distinguishes itself by providing transparent performance results and operating without commissions.

Richard Habermann Jr. is a financial advisor at Carlson Investments with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carlson Dl Investment Group Inc since 2013. Carlson Dl Investment Group, Inc. is a fee-only investment management firm serving individuals, pension plans, trusts, estates, charitable organizations, employee benefit plans, and businesses. The firm focuses on personalized investment supervisory and financial planning services, employing fundamental analysis and a range of investment strategies while maintaining transparency through making performance results available.

Nicholas Davis is a financial advisor at Blueprint Financial Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Hemlock Creek Wealth Management. Outside of his advisory role, he is a partner in Anxiety Guys LLC, a coaching business focused on reducing PTSD and anxiety for individuals and corporations. Blueprint Financial Advisors serves a diverse client base including individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment framework that combines strategic and tactical asset allocation using proprietary trend-following and momentum-based signals.

Sarah Davis is a financial advisor at Blueprint Financial Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Hemlock Creek Wealth Management, Raymond James Financial Services, and Edward Jones. Davis is also a licensed insurance agent with Blueprint Insurance Services. Blueprint Financial Advisors serves individuals, trusts, pension and ERISA plans, foundations, and endowments, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a globally diversified investment approach that combines strategic and tactical allocations based on proprietary trend-following and momentum signals.

Nicholas Johnson is a financial advisor at Beacon Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and related entities for nine years. Beacon Capital Management provides third-party model portfolio management and discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily executed through ETFs and mutual funds.

Deborah Ray is a financial advisor with U.S. Capital Wealth Advisors, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at Merrill Lynch for 18 years and has been affiliated with Triad Advisors, Inc. and Pinnacle Private Wealth, LLC since 2018. Ray also assists other registered representatives at Triad during trading hours. U.S. Capital Wealth Advisors, LLC provides wealth management and financial planning services to individual investors, family offices, institutions, charitable organizations, and businesses. The firm manages approximately $7.28 billion in assets and employs a diverse investment approach that includes fundamental, technical, and quantitative analysis combined with external managers and various investment vehicles.

Robin Morrell is a CFP® with 35 years of industry experience, currently serving at First Heartland Consultants, Inc. He has previously worked at Ameriprise Financial Services Inc, Flatiron Financial Group, and LPL Financial, LLC. Outside of his advisory role, Morrell teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Matthew Boyle is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previously worked at firms including GWFS Equities, Voya Financial Advisors, Waddell & Reed, and Charles Schwab. Outside of his advisory work, he serves on the boards of several community organizations in New Hampshire, including the NH Children's Health Foundation and the Hopkinton Library Foundation, and is involved with local youth soccer as a coach and referee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Carlo Follo is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Gwfs Equities, Inc. since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers services through an integrated model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Alex Lapointe is a financial advisor with Empower Advisory Group in Goffstown, NH. He holds Series 63 and Series 66 licenses and has three years of industry experience, including positions at GWFS Equities, Inc. and prior work outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time financial plans and optional managed account solutions.