Mike Gula is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Cambridge Trust Wealth. F.L. Putnam serves a diverse client base including individual investors, families, institutions, and registered investment companies. The firm employs a team-based, customized investment approach using internally managed strategies and third-party managers across multiple asset classes, offering solutions such as discretionary management, consulting, and family office services.

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 is currently with F L Putnam Investment Management Co. and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base, including individuals, families, and institutions. The firm offers customized, team-based investment management and advisory services across a broad range of strategies, combining internal and third-party managers with options such as sustainable investing and tax-aware rebalancing.

Laurie Barrett is a financial advisor at F L Putnam Investment Management Co. with 16 years of industry experience. She holds a Series 65 credential and previously worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F L Putnam serves a broad client base including individuals, families, and institutions, offering customized, team-based investment management and a range of advisory services. The firm integrates internally managed strategies and third-party managers across multiple asset classes and provides options for sustainable investing and tax-aware portfolio management.

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.

Michael Dalleo is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 37 years of industry experience. He previously worked at Legend Equities Corporation, Valic Financial Advisors, and Waddell & Reed. Outside of his advisory role, he is a published fiction author and serves as Grand Knight for the Knights of Columbus, organizing community events and fundraising. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Shania Murray is a Series 66-licensed advisor with Integrated Wealth Concepts LLC, bringing four years of industry experience. Prior to joining Integrated Wealth Concepts in 2024, she worked at Ameriprise from 2021 to 2024 and has held roles outside finance in early childhood education and healthcare. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios primarily consisting of mutual funds, ETFs, equities, and fixed income.

Valerie Morgan is a CFP® professional with 33 years of industry experience. She is currently with Sanctuary Advisors, LLC and previously spent 29 years at Ameriprise Financial Services, Inc. She owns a revocable trust through which she manages rental properties. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and institutional entities through a large network of independent advisers, offering a variety of portfolio management and consulting solutions.

Tyler Kretschmar is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He previously worked at Lincoln Investment and Capital Analysts. Additionally, he is an agent with American Senior Benefits, providing insurance services to clients. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a mix of discretionary accounts, model portfolios, and third-party sub-advisers.

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.

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.

Wheeler Crowley is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Wells Fargo Clearing. Integrated Wealth Concepts LLC 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 a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Kimberly Mello is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and having 21 years of industry experience. Her prior roles include positions at UBS Financial Services, U.S. Bank, Financial Engines Advisors, and Marsh Securities, among others. She also has experience outside finance, having worked briefly at Old School Cafe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s offerings include point-in-time financial plans and optional managed accounts, delivered through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Ellen Molnar is a CFP® with 41 years of experience in the financial industry. She is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, having joined in 2026. Her prior experience includes 11 years at Commonwealth Financial Network and 11 years at Osaic FS, Inc. She is also a notary public. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services that include both discretionary and non-discretionary portfolio management.

R Nee is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been associated with various Steward Partners entities since 2015 and previously worked at Raymond James Financial Services. Outside of his advisory role, he is involved in non-variable insurance and annuities through Steward Partners Global Advisory, LLC, and owns Seacoast Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, high-net-worth clients, retirement plans, and charitable organizations, offering tailored investment advisory and financial planning services through a variety of portfolio management programs and third-party selections.

Joseph Quinn Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and has a long tenure at Leone, McDonnell & Roberts, PA, where he also serves as a board member and vice president of the Exeter Country Club. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolio construction using mutual funds, ETFs, equities, and fixed income, typically following a long-term approach with oversight of third-party managers.

Joseph Alvarez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 21 years of industry experience. He has worked at Commonwealth since 2013 and is also the owner of Banyan Financial Services, where he facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Hope Martin is a CFP® and holds a Series 66 license, with 13 years of industry experience. She currently works at Hightower Advisors and previously spent nine years at Vigilant Capital Management and one year at Merrill. She serves as a board member and finance committee volunteer for The Music Hall, a nonprofit theater in Portsmouth, NH. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities that include discretionary portfolio management, financial planning, and retirement plan consulting.