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 at Eagle Strategies (New York Life) with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Eagle Strategies and affiliated firms since 2026. Prior to that, she held various roles at TD Bank and its affiliates from 2016 to 2026, and worked in the hospitality industry from 2013 to 2016. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. 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.

Jaimie Sousa is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously been affiliated with The Colony Group, Independence Financial Advisors, Cambridge Investment Research Advisers, The Foundry Financial Group, and Cambridge Investment Research. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Patrick McGuiness is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, and Bank of America. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

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.

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.

Samarjit Shankar is a Series 66-licensed financial advisor with three years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include two years at The Colony Group, LLC, and fifteen years at Bank of New York Mellon. He holds voluntary board positions with the Appalachian Mountain Club and Randolph Church in New Hampshire, providing strategic guidance on their investment committees without compensation. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, and institutions, offering investment management and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis, third-party management, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Justin Jarvis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Stifel Nicolaus & Co Inc, and Citizens Private Wealth. He serves as Chair of the Board of Directors for Gather. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

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.

Cody Steed is a financial advisor with OSAIC Institutions, Inc. He holds the Series 66 designation and has three years of industry experience. Before joining OSAIC Institutions and NHTrust in 2023, he worked at Sherwin Williams and Z1 Express. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm uses a hybrid adviser/broker-dealer structure and offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions.

James Truncellito is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Commonwealth Financial Network since 2001. 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 wealth management, retirement plan consulting, and access to third-party asset managers, supported by comprehensive operations, trading, technology, compliance, and practice-management resources.

Sophie Bluestein is a financial advisor at Mariner based in Concord, NH, holding a Series 65 designation. She joined Mariner in 2023 and has prior experience at Insulet Corporation and several other employers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm features discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax, accounting, and financial wellness services.

Robert Jean is a financial advisor with Citizens Securities, Inc. in Raymond, NH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over a decade at CCO Investment Services Corp and multiple roles at Citizens Bank and Citizens Securities since 2020. 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 employs both digital and managed account advisory programs and operates as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Thomas Galante is a financial advisor with Commonwealth Financial Network and co-owner of Granite Capital Advisors. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including prior roles at Cetera and the Bank of New Hampshire. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, trading, compliance, and technology services.

Nicholas Marrone is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 16 years of industry experience, including 11 years with Empower Financial Inc. and one year with Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services.

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.

Karen Weinhold is a financial advisor with TD Private Client Wealth LLC who holds a Series 66 designation and has 12 years of industry experience. She has worked at TD Bank N.A. since 2005 and has been with TD Private Client Wealth LLC since 2013. 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 TDIS clients, utilizing strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Darlene Dickson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2008. She is based in Manchester, NH, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she provides notary services 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency within the Citizens Bank, N.A. enterprise.

Carlo Follo is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Gwfs Equities, Inc. since 2011. 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. The firm offers services through an integrated model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.