Daniel Hansen

Craig Dickson is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked at Gradient Securities since 2012 and has been involved with several other financial and real estate ventures, including ownership roles in Investment Executives, Inc., Gonyea Enterprises, and Dickson Enterprises. Additionally, he is a licensed real estate agent with Better Homes & Gardens - The Masiello Group. Gradient Securities, LLC operates as a multi-team firm providing financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis with third-party manager relationships.

Quinlan Leary is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at TD Bank N.A. from 2021 to 2023. Leary serves as treasurer for the Edward Little Alumni Association, managing scholarship donations and ensuring timely disbursement of funds. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and incorporates fundamental, technical, and cyclical investment analysis.

Lenajo Hartley is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. In addition to her advisory role, she is president of Downeast Private Wealth, where she is involved in both financial planning and insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a combination of advisor-managed accounts, wrap programs, third-party money managers, and 401(k) advisory. The firm supports discretionary account management with in-house portfolio teams and employs a variety of analytical approaches across asset classes.

Hyla Fahsholtz is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Key Investment Services in 2023, Fahsholtz worked at TD Bank N.A. and TD Private Client Wealth LLC from 2014 to 2023. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation and oversight from KeyCorp affiliates, serving a broad client base primarily on a non-discretionary basis.

Kathleen Benbrook Reilley is a financial advisor with Empower Advisory Group holding a Series 66 designation and 31 years of industry experience. She has worked at Commonwealth Equity Services, Inc., Daybreak Financial Partners, and Monahan Associates, among others. She also serves as president of the Atwood Road Association, overseeing bylaws, meetings, and budget matters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services linked to Empower’s recordkeeping and administrative platforms.

Jeffrey Haller is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a concurrent role at NL Financial Alliance where he is an agent selling life, disability, annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.