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.

Kathi Spurr is the principal advisor at Spurr Financial Investment Services, LLC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at H.D. Vest Advisory Services, Inc. and Ms Howells & Co. In addition to her advisory work, she manages a fixed and index life insurance and annuity business through MS Insentra, LLC. Spurr Financial Investment Services, LLC provides discretionary investment and wealth management services to individuals, high net worth clients, trusts, and estates. The firm’s investment approach focuses on long-term strategies using diversified mutual funds, ETFs, and individual securities, with portfolio customization based on tax status, risk tolerance, and client-specific factors.

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.

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.

Gregory Farland is a financial advisor at Alliance Private Wealth, LLC with 19 years of industry experience. He holds the CFP® designation and Series 63 license. His career includes roles at Commonwealth Financial Network since 2007 and managing The Farland Group from 2007 to 2019. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses with discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm emphasizes a primarily long-term, diversified investment approach and offers additional resources such as newsletters and webinars for business owners.

Rachel Dadian is a financial advisor with The Foundry Financial Group, Inc. in Laconia, NH. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Inc., Meredith Village Savings Bank, and Sardinha Brands, Inc. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting for approximately 300 clients with $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, employing a range of investment vehicles including mutual funds, ETFs, and less-liquid structured products.

Michael Fogarty is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding CFP® and ChFC® designations with 34 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. and Fogarty Associates, Inc. prior to his current role. Outside of advisory work, he is the owner of AEHT LLC, a real estate-related business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting to approximately 300 clients with $250 million in assets under management. The firm employs top-down macroeconomic analysis combined with modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, fixed income, and alternative funds.

Sarah Anderson is a Series 65-licensed financial advisor at The Foundry Financial Group, Inc. with five years of industry experience. She has worked at The Foundry Financial Group since 2019, including a prior role at Cambridge Investment Research Advisors. Outside of her advisory work, she is a member of Bayview Properties LLC, a real estate business. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, managing approximately $250 million in assets for around 300 clients. The firm uses a combination of top-down macroeconomic analysis and modern portfolio theory to guide investment strategies, employing a range of vehicles such as mutual funds, ETFs, interval funds, and independent managers.

Michael Blanchard is a financial advisor at Aegis Wealth Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Foundations Investment Advisors, Gradient Advisors, and Financial Security Associates Inc., where he remains president and owner. Aegis Wealth Management is an SEC-registered firm managing approximately $176 million in discretionary assets for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-adviser approach by delegating portfolio management to several sub-advisers while tailoring allocations to client objectives.

Daniel Rivet is a CFP® professional with eight years of industry experience, currently serving at The Foundry Financial Group, Inc. He has worked previously with Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., Putnam Investments, and held roles outside finance including at The Common Man Family of Restaurants and the University of New Hampshire. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory, utilizing a range of investment vehicles such as mutual funds, ETFs, and alternative strategies to manage approximately $250 million in client assets.

Brady Martin is a financial advisor at The Foundry Financial Group, Inc. with a Series 65 credential and one year of industry experience. Prior to joining The Foundry Financial Group, he worked at Northwestern Mutual and has a background that includes positions in education and hospitality. Outside of financial advising, he works as a server at Gridiron Restaurant. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans with investment management, financial planning, and retirement plan consulting. The firm employs top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, utilizing a range of investment vehicles such as mutual funds, ETFs, and less-liquid structured products.

Joshua Allen is a CFP® with five years of industry experience, currently serving as an advisor at The Foundry Financial Group, Inc. Prior to joining The Foundry Financial Group, he worked at NHTrust, NYLIFE Securities LLC, and New York Life. He is a board member and finance board treasurer for Living Hope Lakeport, a community organization focused on Christian discipleship, and volunteers on the Town of Meredith Parks and Recreation board. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, providing investment management, financial planning, and retirement plan consulting to approximately 300 clients with about $250 million in assets under management. The firm uses top-down macroeconomic analysis and modern portfolio theory to guide strategic and tactical allocations, implementing portfolios primarily with mutual funds, ETFs, fixed income, real estate funds, and other investment vehicles.

Ava Clark is a financial advisor at The Foundry Financial Group, Inc. in Laconia, NH, holding a Series 65 designation. She has been with the firm since 2025 and has no prior industry experience. Outside of advising, she works as a bartender at Covered Bridge Farm Table, a bar and restaurant where she serves customers and manages the bar. The Foundry Financial Group serves individuals, including high-net-worth clients, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement plan consulting. The firm uses top-down macroeconomic analysis combined with modern portfolio theory to manage portfolios primarily through mutual funds, ETFs, and other structured investment vehicles.

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.