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.

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.

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.

Nicholas Marrone is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 66 and Series 63 designations and has been with Empower Financial Inc. since 2015 and Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

Matthew Herman is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with Integrity Alliance, LLC and has previously held roles at firms including Lincoln Investment and Questar Asset Management. Outside of advising, he is involved in multiple business ventures including ownership interests in an insurance and real estate holding company as well as a marine service business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, employing various investment approaches through discretionary accounts, model portfolios, and platform access.

David Sullivan is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has been with TIAA-CREF since 2014 and previously worked at Fidelity Personal Trust Company and Fidelity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, 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.

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 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.

Noah Behrend is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Analysts, Lincoln Investment, and Royal Alliance Associates. Outside of advisory work, he is the owner of Birch Tree Benefits, a business focused on group benefits and individual insurance sales and service. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management and financial planning through a large network of independent advisors, utilizing a range of investment approaches and third‑party 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.

Jacob Heins is a CFP® professional with seven years of industry experience currently working at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Ameriprise Financial Services Inc. and LPL. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified investment approach that combines passive and active management with quantitative and fundamental analysis.

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 Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, with one year of industry experience. His prior work includes positions at Anheuser-Busch and Boston Beer Works. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.

Judith Chimenti is a financial advisor at Integrated Wealth Concepts LLC with 45 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior work includes roles at LPL Financial, Osaic FA, Inc., and WS Griffith Securities, Inc. 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, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

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.