Eric Sanborn is the principal advisor at On Track Financial LLC, an independent registered investment adviser based in Concord, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding On Track Financial in 2024, Mr. Sanborn worked at several firms including Purshe Kaplan Sterling Investments and LORD & SANBORN Inc. Outside of his advisory work, he is involved in building management through his membership in Jason & Charles LLC, a real estate holding company. On Track Financial serves individuals and high-net-worth clients by providing financial planning, estate planning, insurance consulting, and investment advisory services. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, and combines discretionary management with client review and approval processes.

John Colligan is a CFP® with 16 years of industry experience and the principal advisor at Colligan Advisory, LLC, an independent firm he founded in 2009. He holds Series 63 and Series 65 licenses and operates from Concord, NH. Colligan Advisory provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $70 million in assets, focusing on strategic and tactical asset allocation using both fundamental and technical analysis across various asset classes, with a long-term approach that allows for shorter-term adjustments.

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.

Souheil Asmar is a financial advisor at Triumph Wealth Management LLC in Concord, NH, holding a Series 65 designation with 15 years of industry experience. He has been president of Triumph Business Advisors LLC since 2010, where he provides business consulting services including marketing, strategic and financial planning, tax planning and preparation, and executive coaching. Triumph Wealth Management serves individual clients and small businesses with tailored financial, tax, and retirement planning, focusing on detailed financial reviews and written plans without engaging in securities trading or discretionary account management. The firm operates on a fee-only basis and integrates formal tax credentials into its advisory services.

Maurice Patterson is a financial advisor at MHP Asset Management with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with MHP Asset Management since 2006. Patterson is also a licensed insurance producer. MHP Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and other institutions. The firm employs a modern portfolio theory approach with diversified asset allocations tailored to client risk profiles and incorporates analysis of international fiscal and monetary policies, serving a significant non-U.S. client base.

Gregory Boeing is a financial advisor at MHP Asset Management with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bedrock Retirement Solutions since 2014 and Northwestern Mutual Life Insurance Company since 2011. MHP Asset Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and various institutions. The firm employs a modern portfolio theory approach, emphasizing diversification and risk alignment, and serves a notable non-U.S. client base while incorporating international fiscal and monetary policy analysis into its research.

Keith Burbank is a financial advisor at Capitol Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Capitol Wealth Management since 2017, following four years at Boston Asset Management Inc. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a tactical allocation approach to discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor investment strategies according to clients’ objectives, risk tolerance, and time horizons.

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.

David Woolpert is a financial advisor at Altus Investment Group in Concord, NH, holding a Series 63 designation with 29 years of industry experience. He has been with Altus Investment Group since 2003 and also teaches at the Concord Community Music School, a role he has held since 1996. Altus Investment Group provides personalized financial planning and analysis to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes discovery and written plans over ongoing asset management and operates primarily on fixed and hourly fees rather than percentage-of-assets billing.

Clayton Poole is a financial advisor at Capitol Wealth Management in Concord, NH, holding a Series 65 designation with no prior industry experience. He has a background in music production and event management as co-owner and director of business at CP Music Productions since 2012. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, managing approximately $34.7 million for about 59 clients. The firm employs a tactical allocation approach with discretionary portfolio management, incorporating fundamental, technical, and cyclical analysis to tailor strategies to each client’s objectives and risk tolerance.

Laura Provost is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with LPL Financial since 2012 and Altus Investment Group since 2013. Provost is also involved in the sale of fixed life, long-term care, disability insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research, model portfolios, and a variety of investment management options tailored to client needs.

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.

James Steproe is a financial advisor at Capitol Wealth Management in Concord, NH, holding Series 63, 65, and 66 licenses with nine years of industry experience. He has been with Capitol Wealth Management since 2017 and previously worked at Boston Asset Management, Inc. for one year. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, managing approximately $34.7 million for about 59 clients. The firm employs a tactical allocation approach with custom, discretionary portfolio management, incorporating fundamental, technical, and cyclical analysis to align with clients’ objectives and risk tolerance.

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since its founding in 2014. In addition to his advisory role, he maintains a separate insurance sales practice. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, providing non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, and 529 college-savings program support. The firm combines platform-based strategist models, third-party money manager referrals, and educational seminars to offer a range of investment advisory and financial planning services.

Ronald Valpey is a CFP® and holds a Series 66 license with 24 years of experience in the financial advisory industry. He has been with Valpey Financial Services LLC since 2010, where he serves as one of two advisors. Valpey Financial Services LLC provides portfolio management, financial planning, and consulting to individual, high-net-worth, and certain corporate clients. The firm employs a strategic asset allocation approach with diversified portfolios and emphasizes low-cost passive indexing, using active managers selectively based on net-of-cost evidence.

Mark Lavalle is a financial advisor at KCS Advisors, LLC in Concord, NH, holding a Series 65 designation with 19 years of industry experience. He has been with KCS Advisors since 2010. Outside of his advisory role, he serves as Treasurer for the Bow School District and is a trustee for multiple trusts, including the Bedford Kids First Trust, where he manages trust assets independently of KCS Advisors. KCS Advisors is a privately owned registered investment adviser providing discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach focused on diversification, tax awareness, and minimizing trading costs, with occasional use of derivative strategies for specific portfolio management needs.

Clayton Poole is a financial advisor with Capitol Wealth Management in Concord, NH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He worked at Boston Asset Management, Inc. from 2015 to 2017 before joining Capitol Wealth Management in 2017. Outside of finance, Poole is involved in professional music contracting, conducting orchestras for special occasions, and is a partner in a musical production company performing in a big band. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, offering fee-based advisory and financial planning services. The firm uses a tactical allocation approach with discretionary portfolio management to manage risk and pursue performance, tailoring strategies to client objectives and monitoring accounts continuously.

Kevin Soles is a financial advisor at KCS Advisors, LLC in Concord, NH, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with KCS Advisors since 2003. KCS Advisors is a small, privately owned registered investment adviser that provides discretionary investment supervisory services and consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term, buy-and-hold investment approach combining fundamental and quantitative analysis with broad diversification and tax awareness.

Peter Laufenberg is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential and nine years of industry experience. He has been with the firm since 2016 and previously worked at Plymouth State University for eight years. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, offering non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, 529 college-savings program support, and referrals to third-party money managers. The firm provides packaged planning services and educational seminars, operating primarily on a non-discretionary basis with client approval required for transactions.