Geoffrey Mccarthy Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and Peloton Wealth Management. He also engages in fixed insurance sales as a minor part of his business activities. 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 and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

James Henry Jr. 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 worked at TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing a combination of affiliated and third-party sub-managers alongside strategic and tactical asset allocation.

Thomas Wheeler is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of experience in the industry. He also owns and operates Thomas Wheeler CPA, a separate accounting practice he has managed since 1990. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, supported by a comprehensive due-diligence process and relationships with major custodians.

Nicole Guarino is a financial advisor with Empower Advisory Group in Nashua, NH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She previously worked at GWFS Equities, Inc. and Fidelity Investments from 2015 to 2017. Outside of her advisory role, she owns and oversees operations at a family-owned deli and catering business. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account options within plan lineups selected by plan sponsors.

Scott Gingras is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has also worked with LPL Financial since 2010. Outside of his advisory roles, he co-manages a family business in Nashua, NH. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines discretionary and non-discretionary portfolio management with a network model of independent advisory representatives and uses a range of analytical techniques and technology platforms to support client services.

Robert Waskiewicz is a financial advisor at Commonwealth Financial Network with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Financial Services and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Mark Boldeia is a financial advisor with Commonwealth Financial Network in Leominster, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Megan Swanson is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. 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’s advisory options include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Rawad Kassem is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Citizens Securities, Inc. since 2024. He previously worked at Santander Securities, LLC and Santander Bank, NA, and spent one year at Morgan Stanley. Outside of his advisory role, he is a Notary Public and serves as power of attorney for his brother. 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 provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms, as well as commission-based brokerage and non-discretionary services.

Leeann Martino is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for 17 years. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Simon Ellis is a financial advisor with Eagle Strategies (New York Life) based in Leominster, MA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. Prior to his current role, he has worked with Bright Future Financial, LLC, Nylife Securities, LLC, and New York Life Insurance Co. Outside of his advisory work, Ellis volunteers as a youth soccer coach and manages a fundraiser page supporting cancer awareness. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a range of programs, with most assets managed on a non-discretionary basis, operating within the New York Life affiliate structure.

Kevin Fisher is a financial advisor with Empower Advisory Group in Hudson, NH, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and a twelve-year tenure at Admiral Metals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s administrative platforms.

Michael Davis is a financial advisor with Eagle Strategies (NY Life) based in Leominster, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He also operates Bright Future Financial, LLC, where he sells New York Life products and brokers non-registered insurance products. Davis is a member of the North Central Chamber of Commerce Government Affairs Committee and serves as Grass Roots Co-Chair for NAIFA Massachusetts. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. 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.

Jhonatan White is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Charles Schwab, and Sentinel Group. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers. The firm provides portfolio management, financial planning support, and uses a technology platform from Envestnet with Pershing as the primary custodian.

Aram Boornazian is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. since 2015 and Putnam Investments' Putnam Retail Management since 1996. 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 certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Jayson Spring is a CFP® with 29 years of industry experience. He has been with Citizens Securities, Inc. since 2009 and previously worked at Morgan Stanley and Morgan Stanley DW Inc. from 1999 to 2009. Citizens Securities serves a wide retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Domenic Bosco is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Fidelity Investments and several other firms, along with work experience unrelated to finance such as roles in sports and country clubs. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Brittney Santos is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Integrated Wealth Concepts and affiliated firms since 2016. 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, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Amanda Etheridge is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Citizens Securities since 2010. Outside of her advisory role, she is a co-owner of Advanced Environmental Services of New England LLC, a business focused on car maintenance services in New Hampshire. 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 provides both a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency.

Elizabeth Rogers is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at several financial firms including Fidelity Brokerage Services LLC and Wells Fargo Clearing. 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 operates both a digital advisory program focused on ETF-based portfolios and a Managed Account program, and it functions as a broker-dealer and insurance agency.