Jennifer Stoller is a financial advisor with Empower Advisory Group in Merrimack, NH, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously spent 10 years at Fidelity and Fidelity Investments. Outside of her advisory role, she is an independent consultant for Agnes and Dora and sells makeup through a direct sales company, Younique. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Kaleigh Hayes is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at TD Bank N.A. and TD Private Client Wealth LLC. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory program types and integrates its services with insurance and annuity products through its affiliation with New York Life.

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.

Matthew Bausch is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Victor Batu is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Bottomline Technologies, Inc., and Dow Jones-Factiva Inc. before joining TD Private Client Wealth LLC and TD Bank N.A. in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Gregory Forte is a financial advisor with Principal Financial Services in Bedford, NH, holding Series 65 and Series 63 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, Forte serves as a bank officer at Principal Bank and Principal Trust Company, where he supports retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

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.

William Greenough Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining VOYA in 2024, he worked at Fidelity Investments for four years and has background experience in executive development and technology firms. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on recommendation-based advice and both advisory and broker-dealer roles.

James Truncellito is a Series 63-licensed advisor with Commonwealth Financial Network, bringing 42 years of industry experience. He has been with Commonwealth since 2001, serving in his current role for the past six years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a wide range of managed accounts, third-party asset manager access, retirement consulting, and custody services, managing roughly $213 billion in client assets.

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 Series 66-licensed financial advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and has previously worked at firms including Fidelity Investments, Equity Services Inc, and Cetera. Outside of his advisory role, Edum serves as Treasurer and Chair of the Finance Committee for the NAACP Manchester Branch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a range of proprietary and third-party investment portfolios combined with ongoing financial planning and reporting support.

Scott Fishman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory role, he is a co-owner of Cinagogue LLC, a film production company based in Seattle, WA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a range of investment programs including discretionary model portfolios and customizable solutions.

Darlene Dickson is a CFP® professional with 28 years of industry experience, currently serving at Citizens Securities, Inc. since 2008. She holds Series 63 and Series 65 licenses. Outside her advisory role, she notarizes bank documents exclusively for Citizens and Citizens Investment Services clients. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary programs and is wholly owned by Citizens Bank, N.A.

Nina Deschene is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Wipfli Financial Advisors, Ameriprise Financial Services, Bank of America, Merrill, LPL Financial, and Northeast Planning Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Alex Lapointe is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. and operated The Blue Moose Cafe for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm offers financial planning through an integrated model that emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Taylor Ballou is a financial advisor with Eagle Strategies (New York Life) in Manchester, NH, holding a Series 66 designation and one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advising career, he has experience working with local businesses and community organizations, including Sea Bags and Locally Sauced. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas Wright is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 65 designation and 11 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously at Global Financial Private Capital. Wright is also president of Wright Choice Financial Group, LLC, an insurance and advisory business he founded in 2003. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing a range of investment strategies implemented on either a discretionary or non-discretionary basis.

Bruce Morrison is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 1989. He also owns CTS Financial, a tax preparation and accounting business in Amherst, NH. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through a variety of managed programs employing model portfolios, third-party sub-advisers, and fundamental and technical analysis.