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) holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Eagle Strategies since 2025 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Co. since 2019 and 2018, respectively. Prior to her advisory roles, she was associated with The Slocum Firm, P.C., and Concord Law School. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Michael Vander Hook is a financial advisor at TD Private Client Wealth LLC with 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, Northwestern Mutual Life Insurance Company, and TD Bank N.A. Outside of financial services, Vander Hook is the owner of Freight Motion, a business involved in sales and accounting. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

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.

Chase Harkins is a Series 66-licensed advisor at TD Private Client Wealth LLC with one year of industry experience. Prior to joining TD Private Client Wealth, he worked at Raymond James Financial Services Advisors, Inc. and Duff & Associates. 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’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Sean Tole is a financial advisor at Brookstone Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Davis Wealth Management, Northway Bank, Infinex Investments, and MAN Investments Inc. Outside of advising, he works as a part-time ski instructor during winter months at Waterville Valley Resort. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Gina Theodore is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation. She has no prior experience in the financial industry and has worked in various roles including bookkeeping, accounting, and positions outside finance such as automotive repair and restaurant service. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, managing approximately $4.07 billion in assets. The firm employs model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs, leveraging third-party managers and technology platforms like Envestnet.

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.

Kyle Marceau is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Equity Services, he spent over a decade with Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Josh Bordis is a financial advisor with OSAIC Institutions, Inc. in Concord, NH, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at several firms including NH Trust, Citizens Securities Inc., Ameriprise, and Citizens Bank. Outside of his advisory role, he owns a business involved in buying and selling tangible goods. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates with a hybrid adviser/broker-dealer structure and delegates investment management to its representatives while offering a distinctive service and distribution model.

John Weeks III is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, Harvest Capital Management, Merrill, and Banc of America Investment Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

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.

Bruce Adams Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Bankers Life entities since 1997, including roles at Bankers Life Securities, Inc. and Bankers Life and Casualty, Inc. Outside of advising, he assists with maintenance tasks related to rental properties owned jointly with his wife. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies, working with a variety of securities and offering ongoing portfolio management aligned with clients’ goals.

Tucker Twardosky is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has served as a hockey official with Seacoast Hockey Officials since 2024 and has been involved in the restaurant business with Dw Diner since 2022. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis methods to develop customized asset allocations and portfolio management aligned with client goals and risk tolerances.

Jebalakshi Arnold is a CFP® and Series 65 licensed advisor with 21 years of industry experience. She is currently with The Colony Group, LLC and previously worked at Harvest Capital Management Inc., Daintree Advisors LLC, and Calibre Advisory Services Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brendan Brady is a financial advisor at Mariner with credentials including Series 63 and Series 65 and eight years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley Smith Barney, and Leumi Investment Services. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by internal research and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

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.

Mark Leonard is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior positions include roles at Infinex Investments, Inc., Harvest Capital Advisors, LLC, and Mass Mutual Investors Services. 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 and lending solutions, operating through a hybrid adviser/broker-dealer model with significant use of third-party promoters and subadvisory relationships.

Nicholas Johnson is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Lincoln Financial Advisors and Sammons Financial Group. Outside of his advisory work, he is an owner of a rental property. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Evan Croteau is a financial advisor with Money Concepts Capital Corp in Amherst, NH. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Morgan Stanley, Monte Financial Group LLC, and involvement with the Central European Institute. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven, asset-allocation approaches and offers a mix of discretionary and non-discretionary programs supported by multiple portfolio strategies and third-party managers.