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 financial advisor at Commonwealth Financial Network with 40 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials and has been with Commonwealth since 1997. Outside of her advisory role, she serves as the head coach for the Derryfield School Boys' Varsity Tennis team. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and retirement consulting, serving both individual and institutional clients.

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.

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.

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 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.

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 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.

Jeffrey Withington is a CFP® and ChFC® affiliated with Citizens Securities, Inc. in Nashua, NH, with 34 years of industry experience. He previously worked at TIAA and TIAA-CREF for 10 years. Outside of his advisory role, he is a partner in a family property management LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, with a focus on ETF-based portfolios and a combination of discretionary and non-discretionary business models.

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.

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.