Arcadia Wealth Management, LLC

Michael Panico is a CFP® with 22 years of industry experience, currently serving as an advisor at Arcadia Wealth Management, LLC since 2014. He previously worked at Gwn Securities Inc for 10 years. Outside of his advisory role, Panico is the principal owner of Arcadia Tax, LLC and is also a licensed insurance agent affiliated with Arcadia Financial Group, where he dedicates significant time to insurance product sales. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, third-party adviser selection, pension consulting, and integrated financial planning. The firm employs a disciplined investment approach that includes strategic and tactical asset allocation, diversification, and tax-aware investing, and provides ongoing reviews and educational seminars.

William Salazar is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Lincoln Investment, Ameriprise, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Outside of finance, he is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, technology, trading, compliance, and practice-management resources while offering various investment program structures and discretionary model portfolios.

Ryan Raphael is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Level Four Financial, Good Life Advisors, LPL Financial, Edward Jones, and Bankers Life. Raphael is also a licensed insurance agent affiliated with various unaffiliated carriers through Arcadia Financial Group LLC. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management with strategies such as asset allocation, diversification, tax-aware investing, and uses quarterly reviews along with fundamental, technical, and quantitative analysis.

Timothy Spampinato is a financial advisor at Arcadia Wealth Management, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and various non-financial companies. He also works as a paraplanner at Arcadia Financial Group, preparing cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, and tax-aware investing, and offers educational seminars and coordination with third-party managed account programs.

Trever Robbins is a financial advisor at Arcadia Wealth Management, LLC in Manchester, NH, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Avantax Investment Services Inc. and TSS Wealth Management LLC. Outside of advising, he has experience in the hospitality and education sectors. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies that include asset allocation, diversification, and tax-aware investing, and offers educational seminars and held-away account management.

Alexander Bull is a financial advisor at Arcadia Wealth Management, LLC in Manchester, NH, holding a Series 66 designation with five years of industry experience. Prior to joining Arcadia Wealth Management in 2021, he worked at Fidelity Investments and Fidelity Brokerage Services LLC. He also serves as a paraplanner for Arcadia Financial Group, LLC, where he prepares cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, tax-aware investing, and regular reviews, and offers educational seminars and held-away account management.

Christopher Dube is a financial advisor at Arcadia Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the Citizens Bank group since 2015. In addition to his advisory role, he is a licensed insurance agent affiliated with Arcadia Financial Group LLC and occasionally offers insurance products to clients. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies that include asset allocation, diversification, rebalancing, and tax-aware investing, and offers educational seminars and held-away account management.

Christopher Carter is a CFP® with four years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. He previously worked at BNY Wealth and TD Private Client Wealth LLC. In addition to his advisory role, he prepares retirement planning cases through Arcadia Financial Group, LLC. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm uses diversified investment strategies, conducts quarterly reviews, and offers educational seminars and held-away account management.

Taylor Maliska is a financial advisor at Arcadia Wealth Management, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Arcadia, Taylor held roles at several companies including Door Dash, Uber, and Bergeron Construction. Outside of finance, Taylor works as a youth baseball umpire. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs a range of investment strategies including discretionary management, strategic and tactical asset allocation, diversification, and tax-aware investing, and offers educational seminars for clients and the public.

Kevin Toohey Jr. is a CFP® professional with 10 years of industry experience, currently serving at Arcadia Wealth Management, LLC. He has worked extensively with Fidelity Investments and its affiliated entities from 2013 to the present. Outside of his advisory role, he is also engaged in financial planning as a life insurance producer. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing integrated financial planning, portfolio management, and third-party adviser selection. The firm employs a disciplined investment approach that includes strategic asset allocation, tax-aware investing, and ongoing client reviews.