Our advisors

Charles Beynon

Charles Beynon

MSFP, CFP®, MPASSM, ChFC®, CLU®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles Beynon Visit Charles Beynon's website
Mary Gail Sycamore

Mary Gail Sycamore

CFP®, CFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mary Gail Sycamore Visit Mary Gail Sycamore's website
Nicolas Curtis

Nicolas Curtis

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Nicolas Curtis Visit Nicolas Curtis's website
Kelly Kingsbury Roskilly

Kelly Kingsbury Roskilly

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALISTSM
Learn more about Kelly Kingsbury Roskilly Visit Kelly Kingsbury Roskilly's website
J Ali Alimi

J Ali Alimi

CFP®, CRPS®, APMA®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst®
Learn more about J Ali Alimi Visit J Ali Alimi's website
Gregory M Vallee

Gregory M Vallee

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Gregory M Vallee Visit Gregory M Vallee's website
Patricia G Everett

Patricia G Everett

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Patricia G Everett Visit Patricia G Everett's website

Our team

Angela Ciani

Practice Manager

Allison Michaud

Client Service Manager

Alex Talcott, JD

Alex Talcott, JD

Financial Planning Specialist

Qualifications

  • Adjunct Instructor in Finance & Management, University of New Hampshire Peter T. Paul College of Business and Economics
  • Arbitrator, Financial Industry Regulatory Authority, Inc. (FINRA)
  • J.D., Notre Dame Law School
  • B.A., cum laude, Dartmouth College
View more