James Hoppe is a financial advisor with Empower Advisory Group in Manchester, NH, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

James Monahan is a CFP® professional with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Granite Ginkgo Financial Planning, LLC, Financial Strategies Retirement Partners, and Acorn Financial. Monahan is based in Nashua, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Kaleigh Hayes is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her work history includes roles at TD Bank and TD Private Client Wealth prior to joining Eagle Strategies and New York Life in 2026. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Kevin Taube is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. He is also the owner of The Taube Wealth Management Group, a non-investment-related support company based in Manchester, NH. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Peter Coutracos is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Efs, Inc., Eag, LLC, Santander Bank, NA, Santander Securities, LLC, Bank of America, N.A., and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Gene Noel is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Merrill and Fidelity, where he worked from 2004 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates financial planning with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered alongside Empower’s recordkeeping and administrative platforms.

Victor Batu is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments, Bottomline Technologies, Inc., Dow Jones-Factiva Inc., and self-employment. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Jeffrey Withington is a CFP® and ChFC® affiliated with Citizens Securities, Inc. in Nashua, NH, with 34 years of industry experience. He previously worked at TIAA and TIAA-CREF for 10 years. Outside of his advisory role, he is a partner in a family property management LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, with a focus on ETF-based portfolios and a combination of discretionary and non-discretionary business models.

Todd Fischer is a CFP® professional with 27 years of industry experience, currently associated with Citizens Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and serves as a trustee for The Jitterbug Irr Trust, managing the scheduling and upkeep of a summer cottage. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency with a range of discretionary and non-discretionary services.

Michael Golosovker is a financial advisor with Eagle Strategies (NY Life) based in Hollis, NH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. He operates Champion Financial Strategies & Insurance Solutions, focusing on brokering non-registered insurance products. Golosovker is also a passive investor in Noteworthy Chocolates, LLC, a company offering custom engraved chocolates. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis within the New York Life affiliate structure.

Gregory Forte is a financial advisor with Principal Financial Services in Bedford, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2017. In addition to his advisory role, he serves as a bank officer supporting Principal retirement plan account relationships across both insurance/broker dealer and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Sean Mcbrine is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at OSAIC and USI Consulting Group. He has also been involved with Capital Advisory Group, LLC, where he supported client meeting preparation and documentation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

John Clymer is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2012, following eight years at Ameriprise. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. Its advisory offerings include a digital advisory program and a Managed Account program, with a focus on ETF-based portfolios and discretionary portfolio management.

William Greenough Jr. is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Voya Financial Advisors in 2024, he worked at Fidelity Investments in multiple roles from 2019 to 2024 and spent over two decades at Avid Technology, Inc. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations, combining in-house and external strategies with technology tools, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Terri Harbour is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at Citizens Securities since 2010. Her prior experience includes positions at LPL Financial, Ifmg Securities, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

Matthew Acheson is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has 26 years of industry experience, including prior roles with Axa Advisors and Kestra Investment Services. Outside of his advisory work, Acheson is involved in real estate investment and ownership alongside his client-focused activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Ethan Whipple is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Citizens Securities, he held positions at Commonwealth of Massachusetts, Keenan Financial, and Amazon. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Genevieve Rowell is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Securities, Inc. in Hudson, NH. She has worked at Citizens Securities since 2018, following an eleven-year tenure at CruCon Cruise Outlet. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, utilizing both discretionary management and a digital advisory platform.

Jeffrey Mason is a financial advisor at Eagle Strategies (NY Life) with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has been associated with Eagle Strategies since 2002. Mason is the sole proprietor of Mason Financial Group, which sells group life, health, dental, and disability products to employers and companies. He also serves on the board of directors for the Squires Glen Condominium Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis through a variety of program types.

Paulson Edum is a financial professional with eight years of industry experience, currently affiliated with TD Private Client Wealth LLC. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Cetera, and Globe Wealth Management. Edum serves as treasurer and chair of the finance committee for the NAACP Manchester branch. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through a platform that combines strategic and tactical asset allocation with affiliated and third-party sub-managers.