William Puduski is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and eight years of industry experience. He has worked with Steward Partners since 2018 and previously was with Raymond James Financial Services. His work history also includes time at Northwestern Mutual and UMASS Lowell. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise 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, providing a range of investment advisory, financial planning, and managed account services.

Wheeler Crowley is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Wells Fargo Clearing. 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 a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Ellen Molnar is a CFP® with 41 years of experience in the financial industry. She is currently with Steward Partners Investment Advisory, LLC and its affiliated entities, having joined in 2026. Her prior experience includes 11 years at Commonwealth Financial Network and 11 years at Osaic FS, Inc. She is also a notary public. 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, providing a range of investment advisory, financial planning, and managed account services that include both discretionary and non-discretionary portfolio management.

Timothy Leahy is a financial advisor with Eagle Strategies (NY Life) based in West Newbury, MA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his financial career, he participates in spiritual direction, meeting with individuals to discuss their spirituality and relationship with God. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, primarily managing assets on a non-discretionary basis.

R Nee is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been associated with various Steward Partners entities since 2015 and previously worked at Raymond James Financial Services. Outside of his advisory role, he is involved in non-variable insurance and annuities through Steward Partners Global Advisory, LLC, and owns Seacoast Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, high-net-worth clients, retirement plans, and charitable organizations, offering tailored investment advisory and financial planning services through a variety of portfolio management programs and third-party selections.

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.

Hope Martin is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. She has worked at Vigilant Capital Management for nine years before joining Hightower Advisors in 2023. Martin serves on the board of The Music Hall, a nonprofit theater in Portsmouth, NH, where she contributes to the Finance Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and fiduciary entities. The firm’s approach emphasizes multi-manager solutions, combining affiliated and third-party managers with proprietary research and a range of investment vehicles.

James Elliott is a financial advisor with Beacon Pointe Advisors, LLC in Rye, New Hampshire. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Bleakley Financial Group, LLC, Private Advisor Group, LLC, and Heller Wealth Advisors, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Melody Evans is a CFP® with 16 years of industry experience, currently serving at NewEdge Advisors since 2026. Prior to joining NewEdge, she spent 12 years at TIAA-CREF. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of independent advisers, utilizing a combination of in-house manager selection, third-party model portfolios, and advisor discretion.

David Sullivan is a financial advisor with TIAA-CREF, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. He has worked at TIAA-CREF since 2014 and previously held roles at Fidelity and Fidelity Personal Trust Company. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time planning and ongoing managed account services, including customized portfolios managed under client-approved investment policies, and acts as adviser to a donor-advised fund.

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.

Louis Bonasera is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, he worked at The Financial Advisors, LLC for 18 years. Outside of his advisory role, he serves as trustee and property manager for a family realty trust. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Michael Houghton is a financial advisor with NewEdge Advisors holding a Series 66 designation and 10 years of industry experience. He has worked with NewEdge Advisors since 2021 and previously worked at Flagship Harbor Advisors. Outside of his advisory role, he operates FP Focus LLC, a tax and investment-related business. 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 variety of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies supported by centralized due diligence and technology tools.

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.

Gautier Wallaert is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA, Fidelity, and Fidelity Personal Trust Company. He is currently focused full-time on his role 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 provides a broad range of portfolio management, financial planning, and consulting services with an emphasis on centralized due diligence, technology-supported solutions, and multiple program structures including advisor-managed accounts and model-based strategies.

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.

Brett Dalton is a financial advisor with Empower Advisory Group in Amesbury, MA, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at GWFS Equities and positions in the food service industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage account holders, offering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

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.