James O Connor is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Hightower in 2023, he worked at Vigilant Capital Management, LLC and Columbia Management Investment Distributors Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, with services such as portfolio management, financial planning, and retirement consulting.

Stephen Spector is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. He serves as a board member for a condominium homeowners association in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of in-house and third-party investment solutions.

Samuel Reid III is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously spent 20 years at Charter Oak Capital Management. Outside of his advisory work, Reid holds leadership roles as Vice President and Director of the Strafford Economic Development Corp. and serves on the board of the Southeast Land Trust of New Hampshire, which focuses on protecting open space in the region. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory and financial planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a variety of portfolio strategies utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms.

Anka Vidacic is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked with Steward Partners and Raymond James Financial Services in various capacities since 2013. Outside of her advisory role, she manages client administration for Highwater Wealth Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Richard Lesavoy is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He previously worked at Lincoln Investment for 11 years and has been involved with MassMEP since 2013. Outside of advising, he serves as Treasurer for the Lamprey Art & Culture Alliance, a community art space, and is a partner at FairTaxPlanning, LLC, specializing in tax preparation and planning. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a wide range of investment strategies through a large network of independent advisors and provides access to multiple managed account platforms while operating as a fiduciary under written advisory agreements.

Samuel Witherspoon is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. Prior to joining Hightower, he worked at Vigilant Capital Management LLC for eight years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers in discretionary and non-discretionary portfolio management.

Karen Zaramba is a CFP® professional with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. She previously worked at Charter Oak Capital Management for 15 years and Purshe Kaplan Sterling Investments for 8 years. Zaramba is a member of the Seacoast Women's Investment Group and has served as treasurer for the Pope Memorial Cocheco Valley Humane Society. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial planning, and family office support. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and separate accounts, complemented by specialized programs and tax-management strategies.

James Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Steward Partners Investment Advisory, Steward Partners Global Advisory, and Steward Partners Investment Solutions since 2024. Prior to his advisory career, he was employed at Confluent Medical Technologies and General Dynamics Electric Boat. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services.

Austin Cornish is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Oracle Corporation prior to joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets across discretionary and non-discretionary relationships.

Lena Wyand is a CFP® credentialed financial advisor with 18 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously spent 19 years at Charter Oak Capital Management. Outside of her advisory role, she is a 25% owner of OAK TREE PROPERTIES, INC., a business owning a commercial property. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Brittany Beard is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Steward Partners and Raymond James Financial Services, as well as Wells Fargo Clearing. Outside of advisory roles, she is also a sales consultant for an online clothing and shoe platform. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Caleb Allen is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked with firms including Equitable Advisors, Eagle Strategies, and New York Life. Outside of his advisory role, he serves as Treasurer for the Lions Club of Dover-Rollinsford-South Berwick, a local charitable organization. Guardian Life's affiliated firm, Park Avenue Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs with discretionary and non-discretionary options and incorporates both proprietary and third-party models.

Peter Hanrahan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes six years at Fidelity Brokerage Services, LLC, before joining Steward Partners and its affiliated entities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Michael Caraglia is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and both proprietary and third-party investment advisory programs.

Jean Trim is a financial advisor with Hightower Advisors, holding a Series 65 credential and 15 years of industry experience. She previously worked at VIGILANT Capital Management, LLC for 12 years before joining Hightower Advisors in 2023. Ms. Trim serves as a Director on the Board of Newburyport Five Cents Savings Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on comprehensive portfolio construction and operational support.

Chelsea Caulfield is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 66 designation. Her prior experience includes roles at MML Investors Services LLC, MassMutual/WestPoint Capital, and Citibank. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Todd Mills is a financial advisor with TD Private Client Wealth LLC in Portsmouth, NH, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2012. 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 investors. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by advisory and custodial platforms.

Jeffrey Mc Donald is a financial advisor at Independent Financial Partners with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fiduciary Private Wealth, Advisory Services Network, Salem Five Bank, and Enterprise Bank and Trust. Independent Financial Partners is a nationwide enterprise that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisers. The firm supports a decentralized advisory model allowing individual advisers to set investment strategies while providing formal retirement-plan advisory and pension consulting services, including ERISA 3(21) and 3(38) services.

Sarah Laratonda is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at LPL Financial/Northeast Planning from 2018 to 2022. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Emma Ranocha is a Series 65-licensed financial advisor with Hightower Advisors in Portsmouth, NH, and has one year of industry experience. Her prior roles include positions at Vigilant Wealth Management and BNY Mellon, as well as experience at YMCA Camp Huckins and Fruit Center Marketplace. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.