Christopher Bryant is a financial advisor with OneSeven in Salem, NH, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors and Charles Schwab & Co. He is also a licensed insurance agent involved in fixed, health, and variable insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, and access to alternatives and private placements, with both discretionary and non-discretionary arrangements.

Robert Caron is a financial advisor at MAI Capital Management, LLC with 31 years of industry experience. He has been with MAI Capital Management since 2016. He holds Series 63 and Series 66 licenses. MAI Capital Management offers investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm provides customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Shane Gelinas is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Gwfs Equities, Inc., Fidelity Brokerage Services LLC, and Citizens Securities, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Darin Leeman is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2010 and also holds a role at Agia since 2022. Leeman serves as an adjunct professor and academic researcher in business management and is secretary of Friends of Moeckel Pond, a nonprofit focused on the preservation and maintenance of a historic dam in Windham, NH. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Rae Macwilliam is a CFP® and ChFC® with 39 years of industry experience, currently serving at Commonwealth Financial Network since 1997. Based in Manchester, NH, Macwilliam also coaches the Derryfield School Boys' Varsity Tennis team. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational and compliance support.

Debra Franks is a financial advisor with Integrated Wealth Concepts LLC and holds credentials as a CPA, with 8 years of experience at Fortitude CPA and 2 years at Levenson Goldberg & Co. LLC. She has been with Integrated Wealth Concepts since 2024. In addition to her advisory role, she is a managing member of Fortitude CPA, a certified public accounting firm. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advice, employing customized portfolios with a primarily long-term investment approach.

Brandon Hobi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at TD Bank N.A. since 2018 and a prior position at NYLIFE Securities LLC and New York Life Insurance Company in 2017-2018. 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 TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, using a technology platform provided by Envestnet and custody services from Pershing.

Staci Fall is a financial advisor at Equity Services, Inc. with 26 years of industry experience. She holds Series 65, Series 63, and Series 66 designations. Her prior experience includes roles at Santander Securities, LLC, Santander Bank, NA, and Commonwealth Financial Network. Outside of her advisory work, she serves as attorney-in-fact under a durable power of attorney for a family member. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

Jennifer Stoller is a financial advisor with Empower Advisory Group in Merrimack, NH, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously spent 10 years at Fidelity and Fidelity Investments. Outside of her advisory role, she is an independent consultant for Agnes and Dora and sells makeup through a direct sales company, Younique. 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 retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Matthew Staples is a financial advisor at Citizens Securities, Inc. in Salem, NH, holding the Series 66 designation with 13 years of industry experience. Prior to his current tenure at Citizens Securities, he worked for Best Buy Corporation for 11 years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

James Hoppe is a financial advisor with Empower Advisory Group in Manchester, NH, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. 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, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

James Monahan is a CFP® professional with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Granite Ginkgo Financial Planning, LLC, Financial Strategies Retirement Partners, and Acorn Financial. Monahan is based in Nashua, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Kaleigh Hayes is a financial advisor at Eagle Strategies (New York Life) with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Eagle Strategies and affiliated firms since 2026. Prior to that, she held various roles at TD Bank and its affiliates from 2016 to 2026, and worked in the hospitality industry from 2013 to 2016. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. 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.

Patrick McGuiness is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, and Bank of America. 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 TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Kevin Taube is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. He is also the owner of The Taube Wealth Management Group, a non-investment-related support company based in Manchester, NH. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Gene Noel is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Merrill and Fidelity, where he worked from 2004 to 2023. 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 retail brokerage clients. The firm’s approach integrates financial planning with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered alongside Empower’s recordkeeping and administrative platforms.

Matthew Bausch is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and is based in Londonderry, NH. Bausch has been with Commonwealth Financial Network since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Victor Batu is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Bottomline Technologies, Inc., and Dow Jones-Factiva Inc. before joining TD Private Client Wealth LLC and TD Bank N.A. in 2026. 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 clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jeffrey Withington is a financial advisor at Citizens Securities, Inc. in Nashua, NH, with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at TIAA and TIAA-CREF for ten years. Outside of advising, he is a partner in a family business overseeing property in Jamestown, RI. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a separate Managed Account program.

Justin Jarvis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Stifel Nicolaus & Co Inc, and Citizens Private Wealth. He serves as Chair of the Board of Directors for Gather. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.