Justin Moyer is a financial advisor at KWM Financial LLC with seven years of industry experience. He holds a Series 65 designation and has been with KWM Financial, formerly Kearsarge Wealth Management, since 2017. Outside of his advisory role, he works as a pilot for Southwest Airlines, dedicating approximately 15% of his time during trading hours to this activity. KWM Financial LLC is a state-registered investment adviser serving individuals, high-net-worth families, and institutional clients, including employer-sponsored pension and profit-sharing plans. The firm employs a proprietary core-satellite investment approach based on fundamental research and offers both discretionary and non-discretionary portfolio management as well as financial planning and retirement plan consulting services.

John Mccune Jr. is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at Gulfstream Financial Group LLC since 2005. Prior to and concurrently with his role at Gulfstream, he has been affiliated with LPL Financial. Outside of financial advising, he is involved in commercial lobster fishing on weekends and occasionally works as an engineer/deckhand for tugboats. He also serves as a board member for Piscataqua Savings Bank. Gulfstream Financial Group provides financial planning and investment advice to individuals, trusts, estates, and business entities, focusing on tailored written plans and consultations. The firm employs a long-term, asset-allocation approach without discretionary trading authority, charging hourly and fixed fees rather than percentage-based fees.

Russell Robertson is a CFP® with 15 years of industry experience, currently serving as the Chief Compliance Officer and Investment Advisor Representative at ATI Wealth Partners, LLC. He also holds an advisory role at J. Murphy Asset Management, LLC. ATI Wealth Partners offers discretionary asset management and financial planning services to individuals, small businesses, and fiduciary clients, utilizing a long-term strategic asset allocation with diversified ETFs and structured notes. The firm incorporates derivatives and options strategies in separately managed accounts, a practice less common among independent advisers.

Eric Gregg is the sole advisor at Four Tree Island Advisory LLC in Portsmouth, NH, holding Series 63 and Series 65 designations with 14 years of industry experience. He founded Four Tree Island Advisory in 2011 and serves on the advisory board and as a minority owner of Microwave Techniques LLC. Gregg is also on the board of Portsmouth Regional Hospital and part of the governance committee for the Foundation of Seacoast Health. Four Tree Island Advisory provides customized, discretionary investment management to individuals and institutions, focusing on liquid investments such as equities and fixed income. The firm employs fundamental and relative-value analysis across three principal strategies and serves a client base that includes institutional relationships, utilizing features like derivatives and client-initiated margin borrowing.

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.

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Gerard Iacangelo is the principal advisor at Iacangelo Financial Group, LLC, an independent firm based in Portsmouth, NH. He holds Series 65 and Series 66 licenses and has 18 years of industry experience, including prior work at Michael F. Iacangelo & Co., Inc. Since 2013, he has also been a licensed insurance agent involved in insurance sales and service. Iacangelo Financial Group provides personalized financial planning and discretionary portfolio management primarily to individuals in or near retirement. The firm implements investment programs on a discretionary basis, utilizing sub-advisors for trade execution and investment modeling, while maintaining overall client oversight and offering additional planning services such as college-planning assessments.

Rhonda Bowden is a CFP® professional with two years of industry experience, currently serving as the sole advisor at Hanai Financial. She previously worked at Zeiders for ten years before joining Hanai Financial in 2023. Hanai Financial provides investment management primarily for pooled vehicles and institutional clients, while also offering financial planning and educational seminars to individuals, charitable organizations, and businesses. The firm employs a passive, asset-allocation-based approach using mutual funds and ETFs and serves individual clients without a stated account minimum.

Richard Davisson is the sole advisor at Davisson Investment, LLC in Newington, NH, holding Series 63 and Series 65 credentials with 22 years of industry experience. Outside of financial advising, he serves as chairman and secretary and owns a 15% stake in Sponge-Jet, Inc., an industrial abrasives company, and is president and a minority owner of Milton Oil Corp, involved in oil production. Davisson Investment, LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, primarily long-term investment approach with tailored asset allocation and security selection, maintaining ongoing client monitoring and periodic reviews.

Craig Krespach is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Golden Financial Services in Portsmouth, NH. He has been with the firm since 2004 and holds Series 63 and Series 65 licenses. Prior to his advisory role, he has experience as a certified public accountant. Golden Financial Services provides discretionary portfolio management and consulting services to individuals, trusts, estates, charitable organizations, foundations, corporations, and other business entities. The firm tailors investment programs based on client goals and risk tolerance, managing portfolios with a mix of mutual funds, ETFs, bond funds, and, when appropriate, individual equities and fixed-income securities.

Nathan Fox is the principal of F3 Capital, an independent advisory firm based in Portsmouth, NH. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding F3 Capital, Fox worked at Concord Wealth, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. In addition to his advisory role, he operates as a licensed insurance agent. F3 Capital provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes documented investment policies, asset allocation, and regular portfolio monitoring, focusing mainly on mutual funds and insurance products with a long-term, risk-aligned approach.

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.

Patrick Mc Coy is a financial advisor with Main Street Financial Advisory LLC, holding a Series 65 designation and 24 years of industry experience. His prior roles include positions at The Financial Advisors and Lowell, Blake & Associates, Inc. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates and representing the company publicly. Main Street Financial Advisory LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative analysis with a long-term trading orientation, managing both discretionary and non-discretionary accounts.

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.

Kevin Delaney is a financial advisor with KD Wealth Management LLC in Hampton, NH. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to founding KD Wealth Management in 2020, he worked at Apollo Financial Group and Fidelity Investments. KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers services including third-party manager selection and portfolio supervision.

James Grace is a CFP® with 15 years of industry experience. He is currently a financial advisor at Silver Pine Capital, LLC, where he has worked since 2018. Prior to that, he held positions at United Bank and Infinex Investments, Inc. Grace also provides advisory services through Modern Financial Wellness, LLC. Silver Pine Capital serves individual and institutional clients, including accredited investors, offering discretionary portfolio management and ongoing financial planning. The firm employs a value-oriented, fundamental investment process with diversified portfolios across equities, fixed income, and alternative assets.

Anthony Petrilli is the principal and sole advisor at Petrilli Capital Management LLC in Portsmouth, NH, holding a Series 65 license with 12 years of industry experience. He has been managing Petrilli Capital since 2013 and concurrently serves as Chief Executive Officer of ViewTrade Holding Corporation and its subsidiary Orbis Systems Inc, which provides technology products and services to financial firms. Anthony holds a minority ownership interest in ViewTrade Holding Corporation. Petrilli Capital Management LLC provides discretionary investment management to individuals, families, business entities, trusts, and retirement plans. The firm offers two strategy-based portfolios—Managed Income and Growth & Income Spectrum—managed on a discretionary and actively traded basis with an emphasis on macro and technical analysis.

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.

Patricia Rosen is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Access Financial Planning, LLC in Newburyport, MA. She previously worked at LPL Financial LLC and has nearly a decade of experience with her current firm. Access Financial Planning, LLC provides fee-only financial planning and discretionary investment management to individuals, families, and small businesses. The firm offers comprehensive planning services and constructs portfolios tailored to client objectives using a combination of passive indexing, fundamental analysis, and selective technical inputs.