Ronald Swanick is a financial advisor with Independent Wealth Network, Inc. in Portsmouth, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Brownstone Financial Group LLC, ABC Financial, Simplicity Wealth, LLC, GWFS Equities, Inc., and New York Life Insurance Company. Swanick is also the owner of Swan Insurance Group, which offers insurance and fixed annuities. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, employing strategies tailored to client goals that include fundamental and technical analysis, options, and margin trading where appropriate.

Mike Gula is a financial advisor with F.L. Putnam Investment Management Company in Portsmouth, NH. He holds Series 63 and Series 66 licenses and has 24 years of experience in the industry. His prior work includes nearly two decades at Charles Schwab Bank and Charles Schwab. F.L. Putnam serves a diverse client base, including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management and financial planning. The firm utilizes customized portfolios combining internal and third-party strategies across multiple asset classes, emphasizing strategic asset allocation with tactical flexibility.

Hunter Brownlie is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2017 and previously worked at Financial West Group for 18 years. Brownlie is also the managing member of HDB Investment Group, LLC, and serves on the investment committee of the Wentworth Watershed Association, where he participates in overseeing and monitoring investment accounts. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and digital platform services, with an investment process that combines fundamental, technical, and charting analysis tailored to client objectives.

Michael Desclos is a CFP® professional with six years of industry experience. He has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized portfolios that combine internally managed and third-party strategies across multiple asset classes. The firm provides various services such as discretionary and non-discretionary investment management, financial planning, and family office solutions, and distinguishes itself through offerings like an interval fund focused on alternative assets and trust and custody services via a wholly owned subsidiary.

Laurie Barrett is a financial advisor with F L Putnam Investment Management Co., holding a Series 65 credential and 16 years of industry experience. Prior to joining F L Putnam in 2026, she worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F.L. Putnam serves individual and institutional clients, including registered investment companies, foundations, endowments, schools, and religious organizations. The firm offers customized portfolios using both internally managed and third-party strategies across multiple asset classes and employs a strategic asset allocation framework with tactical flexibility.

Zachary Longley is a financial advisor with LPL Financial in Newburyport, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent registered investment advisor he has operated since 2003. Outside of advisory work, he serves as a notary public. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a variety of portfolio management options, combining large-scale advisory operations with non-advisory product offerings.

Todd Ehrenberg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including customized portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance infrastructure.

Michael Amado is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth and TD Bank since 2019. Prior to his advisory career, he was a full-time student for nine years. 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’s investment approach combines strategic and tactical asset allocation using a mix of affiliated and third-party sub-managers within a discretionary trading framework.

Emily Roster is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She previously worked at M.P. Losapio & Company, LLC for 20 years and is a partner at OnPoint Tax and Consulting Services, PLLC, a CPA firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.

Shania Murray is a Series 66-licensed financial advisor with Integrated Wealth Concepts LLC and has three years of industry experience. Prior to joining Integrated Wealth Concepts, she worked at Ameriprise and held various roles including positions at ABCD Dorchester Head Start and MGH Children's Center. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach.

Valerie Morgan is a CFP® with 33 years of industry experience. She has worked at Ameriprise Financial Services, Inc. since 1988. Outside of her advisory role, she is the owner of a revocable trust that manages rental properties. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers who implement various investment strategies and offers solutions such as separately managed accounts and retirement plan consulting.

Allison Delena is a CFP® professional with 12 years of industry experience. She is currently affiliated with Commonwealth Financial Network and The Blanchette Financial Group, having held roles at these firms and others including Mass Mutual Investors Services and Metlife Securities Inc. Delena is based in Newburyport, MA. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including model portfolios managed by its Investment Management and Research team, and offers operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Colin Walker is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for eight years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Thomas Sedoric is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he is involved with Boo’s Bucket List, LLC, where he advises on strategy and planning, and he participates in governance activities at Piscataqua Savings Bank. 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 a range of portfolio management and financial planning services.

Nathaniel Tilton is a CFP® with 24 years of industry experience, currently serving as an advisor at Commonwealth Financial Network and leading Tilton Wealth Management since 2013. He has been affiliated with Commonwealth Financial Network since 2006. Outside of his advisory work, Tilton is an author of both fiction and non-fiction pieces. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through various advisory programs and back-office services. The firm offers a wide range of investment options and model portfolios, combining discretionary management with customizable program structures.

Clifford Jurdi is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Commonwealth Financial Network since 2000. In addition to his advisory work, Jurdi conducts retirement planning seminars as a presenter for Goldman Sachs and serves as a FINRA board of arbitrators member. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services, employing both internally managed and outsourced portfolio management strategies.

William Puduski is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and eight years of industry experience. He has worked with Steward Partners since 2018 and previously was with Raymond James Financial Services. His work history also includes time at Northwestern Mutual and UMASS Lowell. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise 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, providing a range of investment advisory, financial planning, and managed account services.

Matthew Lord is a financial advisor with Citizens Securities, Inc. in Exeter, NH, holding the CFP® designation and Series 66 license. He has 26 years of industry experience, including 22 years with Citizens Securities. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Wheeler Crowley is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise Financial Services Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing a range of investment vehicles with a primarily long-term approach supplemented by shorter-term trades for portfolio management.

Peter Coutracos is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at Santander Bank, NA, Santander Securities, LLC, Bank of America, N.A., Merrill, Efs, Inc., and Eag, LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program using proprietary algorithms alongside traditional managed account services.