Sophie Bluestein is a financial advisor at Mariner based in Concord, NH, holding a Series 65 designation. She joined Mariner in 2023 and has prior experience at Insulet Corporation and several other employers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm features discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax, accounting, and financial wellness services.

Robert Jean is a financial advisor at Citizens Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Citizens Bank since 2020, as well as previously at Cco Investment Services Corp for ten years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with 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.

Thomas Galante is a financial advisor with Commonwealth Financial Network and co-owner of Granite Capital Advisors. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including prior roles at Cetera and the Bank of New Hampshire. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, trading, compliance, and technology services.

Nicholas Marrone is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Empower Financial Inc since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated approach leverages proprietary and third-party methodologies to focus on long-term portfolio returns and savings rates, serving a large participant base through a model closely tied to Empower’s recordkeeping and administrative platforms.

Jeffrey Mason is a financial advisor at Eagle Strategies (NY Life) with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has been associated with Eagle Strategies since 2002. Mason is the sole proprietor of Mason Financial Group, which sells group life, health, dental, and disability products to employers and companies. He also serves on the board of directors for the Squires Glen Condominium Association. 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 emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis through a variety of program types.

Paulson Edum is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and has previously worked at firms including Fidelity Investments, Equity Services Inc, and Cetera. Outside of his advisory role, Edum serves as Treasurer and Chair of the Finance Committee for the NAACP Manchester Branch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a range of proprietary and third-party investment portfolios combined with ongoing financial planning and reporting support.

Darlene Dickson is a CFP® professional with 28 years of industry experience, currently serving at Citizens Securities, Inc. since 2008. She holds Series 63 and Series 65 licenses. Outside her advisory role, she notarizes bank documents exclusively for Citizens and Citizens Investment Services clients. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary programs and is wholly owned by Citizens Bank, N.A.

Carlo Follo is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Gwfs Equities, Inc. since 2011. 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 clients. The firm offers services through an integrated model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Kathleen Leclair is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with OSAIC Institutions, Inc. and has held previous roles at Ledyard Bank and TD Bank, N.A., including TD Private Client Wealth LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a mix of discretionary and non-discretionary accounts.

Alex Lapointe is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. and operated The Blue Moose Cafe for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm offers financial planning through an integrated model that emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Taylor Ballou is a financial advisor with Eagle Strategies (New York Life) in Manchester, NH, holding a Series 66 designation and one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advising career, he has experience working with local businesses and community organizations, including Sea Bags and Locally Sauced. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Douglas Wright is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 65 designation and 11 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously at Global Financial Private Capital. Wright is also president of Wright Choice Financial Group, LLC, an insurance and advisory business he founded in 2003. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing a range of investment strategies implemented on either a discretionary or non-discretionary basis.

Kevin Bishop is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 designations and 11 years of industry experience. He has been affiliated with Bankers Life and its related entities since 2004. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Zenaida Blanchard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Bankers Life, she worked in various roles including positions at Hypertherm Associates and Dartmouth-Hitchcock Medical Center. She also serves as an insurance agent with Bankers Life and Casualty, focusing on life insurance, long-term care, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis. The firm integrates investment advisory with affiliated broker-dealer and insurance services, concentrating on individual clients rather than institutional or charitable organizations.

Bruce Morrison is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 1989. He also owns CTS Financial, a tax preparation and accounting business in Amherst, NH. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through a variety of managed programs employing model portfolios, third-party sub-advisers, and fundamental and technical analysis.

Sarah Lavelle is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Eagle Strategies in 2025, she worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2018, and earlier was employed at The Slocum Firm, P.C. and Concord Law School. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Michael Vander Hook is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining TD, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside the financial sector, he owns and operates Freight Motion, a sales business based in Austin, Texas. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custodial services through its managed account programs.

Zachary Magistro is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 66 licenses. He has seven years of industry experience and has previously worked at firms including NH Trust, M&T Bank, LPL Financial, and Bank of America. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model that emphasizes both discretionary and non-discretionary account management.

Sean Tole is a financial advisor with Brookstone Capital Management LLC in Concord, NH, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes roles at Davis Wealth Management, Northway Bank, Infinex Investments, and MAN Investments Inc. Outside of financial advising, he works part-time as a ski instructor at Waterville Valley Resort during the winter months. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Leeann Martino is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked for Bank of America and Merrill for seventeen years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.