Brian Mc Guigan is a CFP® professional with 26 years of experience in the financial advisory industry. He is the principal of McGuigan Financial, LLC, an independent firm he founded in 2018, and has prior experience at LPL Financial, Flagship Harbor Advisors, and Edward Jones. McGuigan Financial serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and retirement-focused services, including participant education. The firm uses fundamental analysis to guide investment decisions and operates on LPL’s open-architecture platforms, offering both wrap and non-wrap account structures.

David Engels is the sole advisor at Engels Investment Advisors, LLC, an independent firm he has led since 2000. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Based in Center Sandwich, NH, Engels focuses exclusively on serving high-net-worth individuals and families. Engels Investment Advisors, LLC manages approximately $28.8 million for a small client base, providing long-term supervisory portfolio management and advice on asset allocation and specific securities. The firm employs a research-driven investment approach combining fundamental, technical, and cyclical analysis, and operates on a fully non-discretionary basis.

Lawrence Dwight III is the principal advisor at Dwight Investment Counsel, holding a Series 65 credential with four years of industry experience. Prior to founding his firm in 2019, he worked at Stericycle, Inc. and Lance Dwight Media, LLC. Dwight Investment Counsel is a state-registered investment adviser that provides personalized financial advice and discretionary portfolio management to individuals, families, business entities, and trusts. The firm emphasizes fundamental analysis with a focus on individual equities and low-cost ETFs for long-term growth, while using fixed income and money market funds for liquidity and stability, and manages accounts on a discretionary basis with quarterly reviews.

Barbara Shegog is a CFA® charterholder with four years of industry experience. She is the sole advisor at BAS Capital Management LLC and has previously worked at Squam Lakes Financial Advisors, LeanUp, LLC, and The NeuGroup. BAS Capital Management LLC provides comprehensive, project-based financial planning and consultation services to individuals, business entities, and trusts, including specialized divorce financial planning. The firm emphasizes long-term, buy-and-hold asset allocation using low-cost mutual funds, ETFs, and government bonds, with a fee structure based on fixed fees and hourly rates rather than asset-based or performance fees.

Douglas Greene is a financial advisor at Greene & Company Financial Services LLC with 21 years of industry experience. He holds the PFS™ designation and Series 63 license and has operated Greene & Company, PC, a certified public accounting firm, since 1982, providing tax planning, preparation, and accounting assistance. Greene & Company Financial Services LLC offers investment advice and portfolio management to individual clients as well as pension and profit-sharing plans. The firm employs a discretionary management approach that incorporates charting, fundamental and technical analysis, and integrates tax considerations through its affiliation with the accounting firm owned by the principal.

Stuart Hawver is the principal of Stu Hawver, CFA, MBA, LLC, an independent advisory firm based in Mocksville, NC. He holds the CFA designation and has 21 years of industry experience, including nine years at Davidson Capital. His firm provides discretionary investment management and integrated financial planning to individual clients and trusts, focusing on low-cost, tax-efficient mutual funds and ETFs. Investment decisions follow Modern Portfolio Theory with model portfolios and Monte Carlo simulations to meet client goals, and the firm offers both performance-based and asset-based fee arrangements.

Kelly Luethje is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Willow Planning Group, LLC since 2014, serving as the firm's sole advisor. Willow Planning Group is an independent advisory firm providing comprehensive financial planning and consulting to individuals, families, business entities, and retirement plan administrators. The firm emphasizes educational programming and periodic newsletters, offering investment analysis and recommendations focused on passive, asset-class-based strategies without direct portfolio management.

Jeffrey Hare is a CFA® charterholder with 27 years of industry experience. He has worked at Aventus Investment Advisors, Inc. since 2010 and was previously employed at Purshe Kaplan Sterling Investments from 2015 to 2016. Outside of his advisory role, he manages bookkeeping duties for a real estate entity. Aventus Investment Advisors provides portfolio management, financial planning, and related advisory services to individuals, trusts, estates, businesses, and charitable organizations. The firm serves clients with investable assets typically above $500,000 and employs a global macroeconomic and fundamental research approach to investment across multiple asset classes.

Michael Hepworth is a financial advisor with Hepworth Equity Partners, LLC in Wolfeboro, NH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Hepworth Equity Partners since 2007. Hepworth Equity Partners provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm sponsors and exclusively manages its own wrap fee program, focusing on separately managed accounts tailored to client objectives and risk tolerance.

Bonnie Aves is a financial advisor at Hepworth Equity Partners, LLC with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Hepworth Equity Partners since 2007. The firm provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. Hepworth Equity Partners manages client assets through a firm-sponsored wrap fee program focused on separately managed accounts, combining customization and tax considerations with a small advisory team approach.

Mark Visnic is a financial advisor at Oak Grove Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oak Grove Capital since 2012. Oak Grove Capital, LLC provides discretionary portfolio management and tailored investment advice to individuals, high net worth clients, and business entities through separately managed accounts. The firm employs fundamental, technical, and sentiment analysis combined with routine use of derivatives and options strategies, offering a low-volatility allocation designed to reduce risk relative to the S&P 500.

Landon Fritch is a CFP® with nine years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2019. He previously worked at Financial Focus, Marliave, and Lincoln Financial. Outside of his advisory role, he is a co-owner of Don Fritch Family Farms, LLC, a farming business. F.L. Putnam Investment Management Company provides investment management, financial planning, and consulting services to a varied client base including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments, offering specialized strategies such as Optimized Indexing and socially responsible investing.

Jason Taylor is a financial advisor with Flagship Harbor Advisors, LLC in Gilford, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2017 and was previously with Cco Investment Services Corp from 2011 to 2017. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Susan Mc Bournie is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 license and nine years of industry experience. She has worked at Foundations Investment Advisors and Whitney And Associates since 2017 and at Virtue Capital Management from 2016 to 2017. Additionally, she is a self-employed independent agent offering fixed annuities and life insurance. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and licensed representatives.

Thomas Goodwin is a CFP® with 21 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, he worked at Financial Focus, Inc. for seven years. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to individuals, families, foundations, endowments, corporations, and other advisers. The firm employs strategic asset allocation combined with tactical adjustments and uses a range of internally managed and third-party strategies, including specialized approaches like Optimized Indexing and socially responsible investing.

Gregory Evans is a CFP® with 31 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2026. His prior experience includes roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors, as well as RWA Wealth Partners. F.L. Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base including individuals, foundations, corporations, and registered investment companies. The firm employs a combination of strategic asset allocation, tactical adjustments, and a range of investment vehicles, offering specialized strategies such as Optimized Indexing and socially responsible investing.

Susan John is a CFP® with 21 years of industry experience, currently serving as an advisor at F.L. Putnam Investment Management Co. since 2019. She previously worked at Financial Focus, Inc. for 25 years. In addition to her advisory role, she acts as a trustee for several client trusts, handling estate settlement, trust distributions, and investment manager selection. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to individuals, families, foundations, endowments, corporations, and other advisers. The firm employs a combination of strategic asset allocation, tactical adjustments, and a range of investment vehicles, including proprietary strategies and socially responsible options, to manage client portfolios.

Valerie Brown is a Series 65-registered financial advisor with 19 years of industry experience. She has worked at F.L. Putnam Investment Management Company since 2019 and previously spent 18 years at Financial Focus, Inc. F.L. Putnam Investment Management Company provides discretionary and non-discretionary investment management, financial planning, and family office solutions to a diverse client base including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing both internally managed strategies and third-party managers across various asset classes.

James Balfour is a CFP® and CFA® with six years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2021. His prior roles include positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office services to a diverse clientele including individuals, families, foundations, and corporations. The firm employs a combination of strategic asset allocation and tactical adjustments, utilizing internally managed strategies, third-party managers, mutual funds, ETFs, and alternative investments to build client portfolios across multiple asset classes.

Kristen Madden is a financial advisor at F.L. Putnam Investment Management Co. with 20 years of industry experience. She has held her current position since 2019 and previously worked at Financial Focus, Inc. from 2005 to 2019. She holds Series 63 and Series 65 designations. F.L. Putnam Investment Management Company offers discretionary and non-discretionary investment management, financial planning, and family office solutions to a broad client base including individuals, families, foundations, corporations, and registered investment companies. The firm combines strategic asset allocation with tactical adjustments and utilizes both internally managed and third-party strategies across equities, fixed income, and alternatives.