Kevser Cengel Sazak is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Bank of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Molly Royal is a financial advisor with TD Private Client Wealth LLC in Manchester, NH. She holds a Series 66 designation and has been with TD Private Client Wealth LLC since 2026. Prior to her current role, she worked at TD Bank N.A. and has experience in various other industries including retail and manufacturing. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm’s investment approach combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.

David Colby is a financial advisor at Mariner Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Advisory Services, Charles Schwab, and Fidelity Investments. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, while also providing coordinated tax, accounting, and administrative CFO services.

Keith Janca is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Eagle Strategies since 2022 and has a long tenure at New York Life and its affiliated entities dating back to 2003. Outside of his advisory role, Janca serves as a board member for the Mary and John Elliott Charitable Foundation, which focuses on supporting cancer care services at a local hospital in Manchester. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

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.

Mark Leonard is a financial advisor with OSAIC Institutions, INC. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Infinex Investments, Inc. since 2013. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a variety of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser structure.

Dean Balsamo is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with TD Private Client Wealth LLC since 2016 and has also worked at TD Bank N.A. in various roles since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a blend of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services through third-party custodians.

Nathan Dempsey is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. He holds Series 65 and Series 63 licenses and has 20 years of industry experience. Dempsey has been affiliated with New York Life and NYLIFE Securities since 2003 and operates under Dempsey Financial Group since 2023. He serves as a volunteer with the Goffstown Rotary Club and is a board member of The Pinnacle Foundation, focusing on community support initiatives related to homelessness and veterans. 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 offers a range of advisory programs with an emphasis on tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at Northwestern Mutual Investment Management and Gregory Telge prior to joining TD Bank in 2018. 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. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Christopher Young is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked exclusively within the Citizens organization since 2013 across various roles at Citizens Securities and Citizens Bank. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms, alongside managed account programs and commission-based brokerage services.

Jayna Todisco is a Series 66-licensed financial advisor with Transamerica Financial Advisors, bringing 20 years of industry experience. Her prior work includes 16 years at Lincoln Financial Network and roles at OSAIC and WFGIA. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Peter Buttaro is a financial advisor at Citizens Securities, Inc. in Manchester, NH, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory and brokerage services. The firm provides digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Lindsay Brooks is a financial advisor with Citizens Securities, Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked exclusively within the Citizens organization in various roles since 2015. 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 provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

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

Chad Gancarz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Equitable Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

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.

Alexander Friganza is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 66 licenses. He has worked in the financial services industry since 2021, including roles at TD Bank, J.P. Morgan Securities, and Wells Fargo. Prior to his financial career, he was involved in restaurant management with Greene Turtle and Nicks Tuscan Grill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

John O Brien is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America, Merrill, and Santander Securities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies across multiple platforms.

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.

Robert Torre is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.