Andrew Manuse is a financial advisor with Eagle Strategies (NY Life) based in Derry, New Hampshire. He holds Series 63 and Series 65 designations and has nine years of industry experience. Prior to joining Eagle Strategies in 2019, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Outside of his advisory role, Manuse is a pastor at First Fruits Ministries and volunteers with nonprofit organizations focused on policy advocacy and business support in New Hampshire. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through various programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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.

Jonathan De Jesus is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He is also involved in insurance brokering for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

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.

Jean Peguero is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at GWFS Equities, Tesla, Lyft, and UPS. 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 account holders. The firm’s services integrate financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Paul Garozzo is a CFP® professional with one year of experience at Focus Partners Wealth, LLC. He previously worked at Ouellette Wealth Advisory, LLC for three years and BNY Mellon Wealth Management for five years. Garozzo also has a background in academia from his time at Lasell University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm combines active and passive strategies within a long-term, tax- and fee-sensitive investment approach, offering discretionary and non-discretionary management, financial and tax planning, and access to private and registered pooled vehicles.

Tracy St Onge is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. She has 10 years of industry experience and has worked at Infinex Investments, Inc. and Pentucket Financial Services since 2015. Outside of her advisory role, she serves as a volunteer board member for the Liz Murphy Open Hand Pantry, a local nonprofit food pantry. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a significant non-discretionary asset base.

Drew Hefflefinger is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network and Acorn Financial in Nashua, NH. He has worked as an independent contractor and has experience in fixed insurance sales conducted through Acorn Financial. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

David Lewis is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at firms including Edward Jones, LPL Financial, Camden National Bank, and Morgan Stanley. He serves as a trustee for the William Searls Foundation, a nonprofit that provides scholarship funds to local students. 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 features both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Joshua Sanchez is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has one year of industry experience, including prior roles at RBC Capital Markets, LLC and Bar Harbor Bank and Trust. Outside of finance, he is the sole proprietor of Tongues Out Hockey Classic, a hockey tournament business that he operates with friends. 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning.

Michael Barry is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Citizens Securities since 2009. Outside his advisory role, Barry serves as a Player Agent on the Board of Directors for Goffstown Junior Baseball. Citizens Securities serves retail clients, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Gregory Gonynor is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Citizens Securities, he worked at Santander Securities, LLC and NYLIFE Securities LLC. 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 provides a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.

Daniel Grossman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth Financial Network since 2004, with a period at Acorn Financial, LLC, and Financial Strategies Retirement Partners. Outside of his advisory work, Grossman provides life coaching services through Affinity Coaching. 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 offers various advisory programs and support services, including model portfolios managed by its Investment Management and Research team, and provides operations, trading, technology, and compliance support to affiliated advisors.

Jharid Pratt is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has been affiliated with Granite Peak Associates since 2012, where he also practices as a CPA. 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, and consulting services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Christopher Kelliher is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 66 licenses and is based in Windham, NH. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Jonas Brier is a CFP® with 19 years of industry experience and holds a Series 63 designation. He is currently affiliated with Empower Advisory Group and has spent the past 10 years with Gwfs Equities, Inc. in Groton, MA. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Nathaniel Clark is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Athas Capital Group. Before entering financial services, he worked in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program partnered with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Bernard Boucher is a financial advisor at Brookstone Capital Management LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at Brookstone since 2017, following eight years at Kalos. In addition to his advisory work, he owns and operates a tax preparation business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm emphasizes a platform approach, supporting a large advisor network with back-office and turnkey asset management services.

Christine Flanders is a financial advisor with Integrated Wealth Concepts LLC in Nashua, NH, holding a Series 63 designation and two years of industry experience. She has a background that includes working at Levenson Goldberg and serving as managing partner at Fortitude CPA PLLC, a CPA firm. Integrated Wealth Concepts LLC 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, family office and retirement plan advisory services, and sponsors various wrap-fee programs with a focus on customized portfolios and a long-term investment approach.

William Whelton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2012 and also works at Middlesex Savings Bank. His other business activities include fixed insurance sales conducted from a branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.