Christopher Perry is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and six years of industry experience. His prior work includes positions at Alpha Sports Group, Inc, NYLIFE Securities LLC, and New York Life Insurance Company. TD Private Client Wealth LLC provides managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers. The firm offers discretionary portfolio management and financial planning through a platform supported by Envestnet and custodial services via Pershing.

Jessica Kreger is a CFP® with 14 years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and previously worked at Charter Oak Capital Management and Robinson Smith Wealth Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and private funds across various platforms.

Regina Moreira is a financial advisor with TD Private Client Wealth LLC in Portsmouth, NH, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at TD Bank N.A., Bank of America, Merrill, and Prudential Insurance Company of America. She is a co-owner of a family rental property, which she manages outside of her advisory work. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party managers, offering portfolio management, financial planning, and custody services through established technology and custodian platforms.

Thomas Orcutt is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, Capital Analysts, and Equitable Advisors. Outside of advisory work, he is licensed as an insurance agent. 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 investors. The firm utilizes a combination of affiliated and third-party sub-managers and emphasizes a percentage-of-assets-under-management fee structure.

Jarin Worden is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. His prior roles include positions at Wilson Bank & Trust Investment Services, Raymond James Financial Services, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial planning focused on long-term portfolio returns and optional managed account solutions.

Renee Hickey is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Charter Oak Capital Management and Citizens Securities, among other firms. Outside of finance, her background includes experience in the food service and education sectors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through ETFs, index funds, and other investment vehicles.

Daniel Lord is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at Fidelity Investments for 10 years before joining TD Bank and its affiliate TD Private Client Wealth LLC, where he has been since 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a mix of strategic and tactical asset allocation with both affiliated and third-party sub-managers and provides services including portfolio management, financial planning support, and custody through third-party custodians.

Richard Wasson III is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Gateway Retirement Solutions, Lincoln Investment, and Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and fundraiser director for a non-profit Little League baseball organization. Integrity Alliance serves a broad client base ranging from individual investors to corporations and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options through a large network of advisors managing approximately $5.4 billion in client assets.

Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.

Sarah Clapp is a CFP® and holds a Series 66 license, with 14 years of industry experience. She is currently with Mercer Global Advisors Inc., having joined in 2026, and previously worked at Charter Oak Capital Management for 11 years. Outside of her advisory role, she has an ownership interest in Revision Solar, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles alongside educational programming and integrated service platforms.

John Wilson is a CFP® and Series 65-licensed advisor at Mercer Global Advisors Inc. with two years of industry experience. He previously worked at Charter Oak Capital Management and Steele Street Capital. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm applies Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Wesley Labelle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, each for seven years, and at Questar Asset Management and Questar Capital Corporation for three years. Outside of his advisory role, he is a part owner of Gateway Property and Casualty, an insurance firm, and has ownership interests in a marine services business and real estate ventures. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of independent advisers managing roughly $5.4 billion in client assets, offering portfolio management, financial planning, and both wrap and non-wrap programs with a range of investment approaches and third-party manager referrals.

Matthew Ouellette is a CFP® with 24 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. for 18 years. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and employing a distinctive service and distribution model.

Katy Carr is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Charter Oak Capital Management. She serves as a volunteer committee member on the development committee for Make a Wish of Maine. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Carter Madden is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and previously worked at Cinnamon Rainbows Surf Company and Westminster College. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Michael Panagoulias is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including 10 years at LPL Financial prior to joining D.A. Davidson in 2023. Outside of his advisory work, he serves as head coach for seventh grade boys basketball for the MSAD #35 School District in Eliot, Maine. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services from retirement plan advisory to private wealth management for high-net-worth clients.

Kyle Lombardo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Steward Partners in 2025, he worked at Equitable Advisors, LLC, and has held various roles outside finance, including positions at The Yardhouse Restaurant and Smitty's Liquors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients with a range of investment advisory, financial planning, and managed account services, offering both discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Ryan Coburn is a Series 66-credentialed advisor at Guardian Life with three years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2022, and from 2016 to 2022, he was employed at Spartan Race, Inc. He serves on the Board of Directors for the Children's Museum of New Hampshire and hosts a personal podcast on Spotify and Apple. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Gary Walker is a financial advisor with Steward Partners Investment Advisory, LLC who holds the Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at several Steward Partners entities since 2015 and previously was with Raymond James Financial Services, Inc. Walker is also the owner of Seacoast Wealth Management, a support company operating in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations through a range of advisory, planning, and managed account programs.

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.