David Sullivan is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a range of managed account programs including model-based and customized portfolios, serving clients within a vertically integrated group that applies a fiduciary standard to its RIA services.

Paul Stevenson is a financial advisor at TLG Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including The Leaders Group, Inc., Tower Square Securities, Smith Companies, and Fidelity Mutual. Outside of his advisory role, he operates a business providing appraisals of privately held securities and businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

James Henry Jr. is a financial advisor with TD Private Client Wealth LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, providing portfolio management, financial planning support, and custody services.

James Holler is a CFA® charterholder with four years of industry experience. He currently works at Hightower Advisors, where he has been since 2023. His prior experience includes roles at VIGILANT Capital Management and NEPC, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of trusts and pooled investment vehicles. The firm uses a multi-manager approach with both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Colin Kelley is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at VIGILANT Capital Management and Prime Buchholz LLC. In addition to his advisory roles, he has been affiliated with the University of New Hampshire since 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Izabela Hallett is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Her prior roles include positions at Vigilant Capital Management, LLC and William Blair & Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers and employing proprietary research in portfolio construction.

Paul Kageleiry is a financial advisor with Eagle Strategies (New York Life) based in Dover, NH. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, working with NYLife Securities Inc. and New York Life Insurance Company since 1987. Outside of his advisory role, he serves as president of the Central Commons Condo Owners Association, managing community-related matters. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Gautier Wallaert is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Tiaa for 13 years. Since 2023, he has been serving as an investment advisor representative at NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party managers, with a focus on centralized due diligence and technology-driven solutions.

Sarah Smets is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities Inc., Citizens Bank, and Lake Street Advisors. Outside of her advisory role, she has engaged in network marketing for hair care products, which provided passive income. TD Private Client Wealth LLC serves institutional clients, high-net-worth individuals, and retail clients through discretionary managed account programs and brokerage services. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Jayson Multer is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD, he worked for nine years at Abercrombie & Fitch / Hollister Co. 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 investors, utilizing strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers.

Masroor Hassan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked exclusively with TD Bank N.A. since 2018, with prior experience at SunTrust Bank in 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing TD Managed Portfolios and a combination of affiliated and third-party sub-managers to construct diversified portfolios.

Brian Maclean is a CFP® professional with 34 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2010 and also maintains roles at IFS Investors Services and IFS Financial Corporation, where he serves as president and sole owner. Outside of advisory work, he provides tax and accounting services as an enrolled agent and offers practice management consulting through his firm. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Steven Bricker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Steward Partners and its affiliated entities since 2016 and previously worked at Raymond James Financial Services from 2015 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by national custodial and platform partners.

Jacob Heins is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Ameriprise Financial Services Inc and LPL. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Donna Failla is a financial advisor with Citizens Securities, Inc. in Hampton, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes positions at Citizens Bank and Northwestern Mutual. She is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency within the Citizens Bank enterprise.

Matthew Grabowski is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at NYLIFE Securities LLC and Anheuser-Busch, as well as Boston Beer Works. Park Avenue Securities LLC, where he currently works, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs.

Judith Chimenti is a ChFC® credentialed financial advisor with 45 years of industry experience. She has been with Integrated Wealth Concepts LLC and LPL Financial since 2016 and previously worked at Lincoln Financial Advisors Corporation. Chimenti is based in North Hampton, NH. 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 customized portfolios with a long-term investment approach and oversight of third-party asset managers.

James O Connor is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Hightower in 2023, he worked at Vigilant Capital Management, LLC and Columbia Management Investment Distributors Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, with services such as portfolio management, financial planning, and retirement consulting.

Stephen Spector is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. He serves as a board member for a condominium homeowners association in Portsmouth, NH. 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 including individuals, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of in-house and third-party investment solutions.

Katrina Kowalski is a financial advisor with Integrated Wealth Concepts LLC, holding CPA credentials and two years of industry experience. She previously worked at Auerr, Zajac & Associates for nine years and operated her own CPA practice before joining Integrated Wealth Concepts. She is also a partner at Onpoint Tax & Consulting, 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 financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.