Kaleigh Hayes is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her work history includes roles at TD Bank and TD Private Client Wealth prior to joining Eagle Strategies and New York Life in 2026. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

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.

Matthew Bausch is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Victor Batu is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments, Bottomline Technologies, Inc., Dow Jones-Factiva Inc., and self-employment. 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 clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Todd Fischer is a CFP® professional with 27 years of industry experience, currently associated with Citizens Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and serves as a trustee for The Jitterbug Irr Trust, managing the scheduling and upkeep of a summer cottage. 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’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency with a range of discretionary and non-discretionary services.

Gregory Forte is a financial advisor with Principal Financial Services in Bedford, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2017. In addition to his advisory role, he serves as a bank officer supporting Principal retirement plan account relationships across both insurance/broker dealer and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Sean Mcbrine is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at OSAIC and USI Consulting Group. He has also been involved with Capital Advisory Group, LLC, where he supported client meeting preparation and documentation. 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, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

William Greenough Jr. is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Voya Financial Advisors in 2024, he worked at Fidelity Investments in multiple roles from 2019 to 2024 and spent over two decades at Avid Technology, Inc. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations, combining in-house and external strategies with technology tools, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

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.

Jeffrey Mason is a financial advisor at Eagle Strategies (NY Life) with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has been associated with Eagle Strategies since 2002. Mason is the sole proprietor of Mason Financial Group, which sells group life, health, dental, and disability products to employers and companies. He also serves on the board of directors for the Squires Glen Condominium Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis through a variety of program types.

Paulson Edum is a financial professional with eight years of industry experience, currently affiliated with TD Private Client Wealth LLC. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Cetera, and Globe Wealth Management. Edum serves as treasurer and chair of the finance committee for the NAACP Manchester branch. 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 offers portfolio management, financial planning support, and access to a range of investment products through a platform that combines strategic and tactical asset allocation with affiliated and third-party sub-managers.

Kevin Mckinnon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. and Pentucket Bank since 2006 and previously at Cetera Investment Services LLC from 2001 to 2006. Outside of his advisory role, he is an officer of Salem Family Resources, an early childhood education organization in Salem, NH, where he participates in budgeting and event planning. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure, delegating investment analysis and account management to its investment adviser representatives while providing firm supervision.

Jayson Multer is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and previously worked for Abercrombie & Fitch / Hollister Co. for nine years before transitioning to roles at TD Bank N.A. since 2023. 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 uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Brian Pirri is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Connectus Wealth Advisers, NEIRG Wealth Management, Purshe Kaplan Sterling Investments, New England Investment & Retirement Group, and Mintz Levin Financial Advisors. Outside of his advisory work, he is a principal at Business Succession Advisers, LLC, where he provides strategic planning for business exit plans. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds across discretionary and non-discretionary portfolios.

Darlene Dickson is a CFP® professional with 28 years of industry experience, currently serving at Citizens Securities, Inc. since 2008. She holds Series 63 and Series 65 licenses. Outside her advisory role, she notarizes bank documents exclusively for Citizens and Citizens Investment Services clients. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary programs and is wholly owned by Citizens Bank, N.A.

Nina Deschene is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior roles include positions at Wipfli Financial Advisors, Ameriprise Financial Services, Bank of America, Merrill, LPL Financial, and Northeast Planning Associates. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting and selective private market exposure.

Alex Lapointe is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities, Inc. and previously managed The Blue Moose Cafe. 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 certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Taylor Ballou is a financial advisor with Eagle Strategies (New York Life) in Manchester, NH, holding a Series 66 designation and one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advising career, he has experience working with local businesses and community organizations, including Sea Bags and Locally Sauced. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. 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.

Douglas Wright is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 65 designation and 11 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously at Global Financial Private Capital. Wright is also president of Wright Choice Financial Group, LLC, an insurance and advisory business he founded in 2003. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing a range of investment strategies implemented on either a discretionary or non-discretionary basis.

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.