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.

John Elliott is the principal of John Elliott Wealth Management LLC in New London, NH. He holds a Series 65 designation and has prior work experience at Shift Technology and Duck Creek Technologies, spanning over 16 years in the technology sector. John Elliott Wealth Management LLC provides integrated wealth management services primarily to individuals and families with investable assets of $1 million or more, as well as related trusts, estates, and other legal entities. The firm manages portfolios in-house using a combination of fundamental and technical analysis, focusing on a predominantly long-term equity approach with discretionary and non-discretionary arrangements.

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.

Gregory Norris is a CFP® professional with 24 years of industry experience. He is currently an advisor at Apex Investment Group, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services. In addition to his advisory work, he is a licensed insurance agent involved in insurance sales and implementation. Apex Investment Group provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, corporations, and charities. The firm employs a primarily long-term investment approach with flexibility for shorter-term trades, using both fundamental and technical analysis, and serves a broad client base with approximately $194.6 million in assets under management.

Peter Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 63 designation and over 25 years of industry experience. He has been with Hager Investment Management Services since 1982. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm employs a client-specific investment approach combining fundamental, quantitative, and cyclical analysis with modern portfolio theory, and maintains a defined retirement-plan practice including plan monitoring and participant education.

Robin Brigham is a CFP® with 10 years of industry experience, currently serving as an advisor at Hager Investment Management Services, LLC since 2015. Based in New London, NH, Brigham holds Series 63 and Series 65 licenses. Hager Investment Management Services is a family-managed registered investment adviser that provides portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm combines asset management with planning focused on cash flow, tax, estate preservation, and risk management, utilizing a mix of fundamental, quantitative, and cyclical analysis guided by modern portfolio theory.

Michael Bechtold is a financial advisor at Hager Investment Management Services, LLC in New London, NH, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Orbit Group and the University of New Hampshire. Hager Investment Management Services is a small, family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning, structuring portfolios based on client objectives, time horizons, and risk tolerance using a combination of fundamental, quantitative, and cyclical analyses within a modern portfolio theory framework.

Andrew Hager is a financial advisor with Hager Investment Management Services, LLC, holding a Series 65 designation and 26 years of industry experience. He has been with Hager Investment Management Services since 2014. Hager Investment Management Services is a family-managed registered investment adviser serving individuals, high-net-worth clients, small businesses, charities, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services, employing a combination of fundamental, quantitative, and cyclical analysis along with modern portfolio theory to tailor portfolios to client objectives and risk tolerance.

Alfred Romano is a financial advisor with Financial Transparency, holding the PFS™ designation and Series 66 license, and has 26 years of industry experience. He has worked at Robert G. Stinson & Associates, P.C. since 2009 and has been involved with multiple financial services and trustee-related roles since 1999. Romano is also a principal providing trustee services and is a member of Clear Perspective Advisors, LLC. Financial Transparency offers asset management and financial planning services to individuals, retirement plans, businesses, and charitable organizations. The firm employs a fiduciary approach using Modern Portfolio Theory and the Efficient Market Hypothesis, providing both passive and active investment strategies along with customized managed accounts.

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.

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.

Kristina Regan is a financial advisor at Perigon Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and previously worked at Carlson Investments and Credit Sights. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on client objectives and risk tolerance, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

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.

Chad Joshpe is a CFP® and ChFC® with 21 years of industry experience, currently serving at Fortis Capital Advisors, LLC. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. Outside of his advisory work, he is a motivational speaker and youth sports coach. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of February 2025.

Lori Tetreault is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.

Chad Richardson is a financial advisor at Mariner Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Taylor, Cottrill, Erickson & Associates before joining Mariner Wealth in 2021. Mariner Wealth is a large, multi-advisor wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a broad range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration, utilizing both active and passive investment strategies through an internal team and third-party managers.

Martha Cottrill is a CFA® charterholder and Series 65 licensed advisor with 25 years of industry experience. She has been with Mariner Wealth Advisors since 2021 and previously worked at Taylor, Cottrill, Erickson and Associates, Inc. from 2016 to 2021. Mariner Wealth is a large, multi-advisor firm serving high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs both active and passive investment strategies and offers a range of services including investment management, financial planning, retirement plan consulting, tax services, and family-office style administration.

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.