Adam Carroll is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 66 designations and two years of industry experience. His prior employment includes roles at Fidelity Investments and various positions in retail and service industries. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture platform with internally developed and independent asset allocation models and utilizes a wide range of investment strategies and instruments.

Daniel De Bruyckere is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 designation and has been president of DeBruyckere Law Offices, PC since 2010. He serves as a board member of Crossing Life Church, attending quarterly meetings and participating in budget and strategic plan reviews. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation frameworks and third-party platforms while integrating retirement-plan advisory capabilities with affiliated program sponsorship.

Paul Bedinger is a financial advisor at Capitol Securities Management, Inc. with 45 years of industry experience. He holds a Series 63 designation and previously worked at Cantella And Co., Inc. for 12 years before joining Capitol Securities in 2022. Outside of his advisory role, he serves as a trustee for the Kyle Bedinger Memorial Trust. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies.

Holly Knight is a financial advisor at Alera Investment Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including NFP Retirement, Lion Street Advisors, and Cambridge Investment Research Advisors. Outside of her advisory role, Knight serves as vice-chair of the board of trustees for MicroSociety Academy Charter School, where she is involved in governance, strategic planning, and fundraising. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis investment approach and integrates its advisory services with insurance and pension-consulting platforms.

Robert Korbey is a financial advisor with Founders Financial Securities LLC, holding a Series 63 credential and 21 years of industry experience. His prior work includes five years at Equity Services, Inc., and over 29 years operating his own CPA and accounting practice, where he provides tax preparation, bookkeeping, and consulting services. He also serves as treasurer for the Armenian Apostolic Church at Hye Pointe. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a variety of advisory programs and third-party partnerships.

Alla Cootey is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Santander Securities and its affiliated entities since 2002. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and centralized client support.

Matthew Eaton is a financial advisor with LPL Financial in Bedford, NH, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., a registered investment advisory firm providing financial planning and investment management services. Outside of his advisory roles, Eaton is involved in offering non-variable insurance products including long-term care, fixed annuities, life, and health insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment and financial planning solutions, combining large-scale advisory operations with non-advisory product offerings.

Frank Scarito is a financial advisor with BFC Planning, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2016. Outside of his advisory role, Scarito is involved in soccer officiating and management, including owning a company that assigns referees for amateur soccer matches, and he serves as CEO of a nonprofit assisting individuals affected by traumatic brain injury, mental health issues, and substance abuse. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent adviser representatives who offer customized investment solutions and fee arrangements.

Patrick Gillis is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2013 and operates Northeast Planning Associates, Inc., a registered investment advisory firm. Gillis also engages in fixed insurance sales, including life, health, long-term care, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with insurance and credit products through a large network of investment adviser representatives.

Timothy Porter is a CFP® professional with 23 years of experience in the financial industry. He has been with First Heartland Capital, Inc. since 2009 and also has a long-standing role at Gemini Services since 2001. Outside of his advisory work, he serves as a member of the Londonderry School Board and operates a tax preparation business. First Heartland Consultants, Inc. provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.

Cynthia Pellegrino is a financial advisor at Exodus Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Prosperity Wealth Management, Inc. and Fortune Financial Services, Inc. since 2017. In addition to her advisory roles, she is involved in insurance services through Cynthia Pellegrino Insurance Services and partners in a tax preparation and consulting business, Symmetry Financial LLC. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, and consulting services. The firm employs a tailored investment approach with discretionary portfolio management and periodic rebalancing, utilizing a variety of securities and analysis methods.

Michelle Wheeler is a financial advisor at Northeast Planning Associates, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with Northeast Planning Associates since 2015, also maintaining a long-term affiliation with LPL Financial since 2007. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets, and provides services on fixed-fee, hourly, or retainer bases.

Michael Antosca is a financial advisor with Northeast Planning Associates, Inc. and holds a Series 63 designation. He has 39 years of industry experience, including long-term roles at LPL Financial and State Mutual Life Assurance Company. Antosca provides financial planning and consulting services through Northeast Planning Associates. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets through a team of about 70 advisors.

Beth Plentzas is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with LPL Financial since 2007 and is also associated with Northeast Planning Associates, Inc. Outside of her advisory work, she is involved as a broker with various health insurance carriers in New Hampshire and Massachusetts. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Carrie Kulig is a CFP® and CFA® with 14 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. She advises the Holyoke Civic Symphony on treasury functions for its board of directors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, regularly utilizing institutional third-party managers and conducting periodic portfolio reviews.

Paul Quebec is a financial advisor with Simplicity Wealth in Nashua, NH, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at Granite Rock Wealth Management, Foundations Investment Advisors, and Equity Services, Inc., among others. He is also involved in insurance sales through Granite Rock Wealth Management, which he owns. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach primarily using ETFs, mutual funds, and individual securities, supported by model portfolios and independent managers, along with technology and operational services for advisers through its managed account platform.

Brandon Mahogany is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Rise North Capital and served in the United States Navy. Mahogany also worked in higher education at Southern New Hampshire University. Foundations Investment Advisors LLC provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary authority arrangements.

Stacy Colonna is a CFP® with nine years of industry experience, currently serving at Sound Income Strategies, LLC. Her prior roles include positions at Citizens Securities Inc and The Prudential Insurance Company of America. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans with a focus on income-oriented strategies. The firm combines active portfolio management, third-party manager allocations, and ETF sub-advisory services within an integrated distribution model.

Tammy Symons is a CFP® and Series 66-licensed advisor with 17 years of industry experience. She is currently with Mariner Independent and has previously worked at NewEdge Advisors, Mid Atlantic Financial Management, Crescent Wealth Partners, and NewDay Solutions. Outside of her advisory work, she serves as Treasurer for the North Cove Yacht Club in Derry, NH. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Timothy Mullin is a financial advisor at Keel Point, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Keel Point in 2025, he worked at Wingate Wealth Advisors, Fidelity Brokerage Services, and Nutter Payroll and Tax Services. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, including high-net-worth and family office clients, as well as institutional investors and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to guide portfolio management and offers a range of strategies including discretionary and non-discretionary management, financial planning, and corporate retirement consulting.