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 with Guardian Life, holding a Series 66 credential and six years of industry experience. His work history includes roles at Park Avenue Securities and The Guyton Group. He has also been associated with the University of New Hampshire. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.

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 with Independent Financial Partners in Portsmouth, NH, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Fiduciary Private Wealth, Advisory Services Network, Salem Five Bank, and Enterprise Bank and Trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

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.

Christina O'Donnell is a financial advisor at Steward Partners Investment Advisory, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and multiple Steward Partners entities. She also owns Carrigg Wealth Advisors, a support company based in Portsmouth, NH. 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, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

David Lewis is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has previously worked at Edward Jones, LPL Financial, Camden National Bank, and MDI Hospital. Lewis serves as a trustee for the William Searls Foundation, which provides scholarship funds to local students. Citizens Securities serves a broad 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.

John Kageleiry is a financial advisor with Empower Advisory Group in Dover, NH, holding Series 66 and Series 63 credentials and 17 years of industry experience. He previously worked at Origin Medical, Stonewall Kitchen, and Verium Planning and Asset Management. Kageleiry is a passive owner of two commercial real estate LLCs but does not actively manage these entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Daniel Snyder is a CFP® with 18 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His career includes prior roles at Wells Fargo Clearing and Raymond James Financial Services. He has a trustee role with a family trust and owns The Sedoric Group, a support company providing investment and planning advice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in 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, financial planning, and managed account services.

Vincent Stancato is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Rockefeller Financial LLC, MFS Fund Distributors, Inc., and Natixis Investment Managers. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in 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, financial planning, pension consulting, and managed account services through both proprietary and third-party solutions.

Erica Kelly is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of advising, she is an authorized member of Kelly Co Plumbing, LLC, a business she owns and operates. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered 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 with a range of advisory and financial planning services.

Michael Bernier is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Hightower Advisors and has previously worked at Advantage Capital, Prime Buchholz LLC, and FIDELITY Brokerage Services LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles such as mutual funds, ETFs, and alternative investments.