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.