Louis Bonasera is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, he worked at The Financial Advisors, LLC for 18 years. Outside of his advisory role, he serves as trustee and property manager for a family realty trust. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Michael Houghton is a financial advisor with NewEdge Advisors holding a Series 66 designation and 10 years of industry experience. He has worked with NewEdge Advisors since 2021 and previously worked at Flagship Harbor Advisors. Outside of his advisory role, he operates FP Focus LLC, a tax and investment-related business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies supported by centralized due diligence and technology tools.

James Holler is a CFA® charterholder with four years of industry experience. He currently works at Hightower Advisors, where he has been since 2023. His prior experience includes roles at VIGILANT Capital Management and NEPC, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of trusts and pooled investment vehicles. The firm uses a multi-manager approach with both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Colin Kelley is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at VIGILANT Capital Management and Prime Buchholz LLC. In addition to his advisory roles, he has been affiliated with the University of New Hampshire since 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Izabela Hallett is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Her prior roles include positions at Vigilant Capital Management, LLC and William Blair & Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers and employing proprietary research in portfolio construction.

Gautier Wallaert is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA, Fidelity, and Fidelity Personal Trust Company. He is currently focused full-time on his role at NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services with an emphasis on centralized due diligence, technology-supported solutions, and multiple program structures including advisor-managed accounts and model-based strategies.

Sarah Smets is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities Inc., Citizens Bank, and Lake Street Advisors. Outside of her advisory role, she has engaged in network marketing for hair care products, which provided passive income. TD Private Client Wealth LLC serves institutional clients, high-net-worth individuals, and retail clients through discretionary managed account programs and brokerage services. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Noah Behrend is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Analysts, Lincoln Investment, and Royal Alliance Associates. Outside of advisory work, he is the owner of Birch Tree Benefits, a business focused on group benefits and individual insurance sales and service. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management and financial planning through a large network of independent advisors, utilizing a range of investment approaches and third‑party platforms.

Brett Dalton is a financial advisor with Empower Advisory Group in Amesbury, MA, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at GWFS Equities and positions in the food service industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage account holders, offering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Steven Bricker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Steward Partners and its affiliated entities since 2016 and previously worked at Raymond James Financial Services from 2015 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by national custodial and platform partners.

Jacob Heins is a CFP® professional with seven years of industry experience currently working at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Ameriprise Financial Services Inc. and LPL. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified investment approach that combines passive and active management with quantitative and fundamental analysis.

Donna Failla is a financial advisor with Citizens Securities, Inc. in Hampton, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes positions at Citizens Bank and Northwestern Mutual. She is also a Notary Public. 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 provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency within the Citizens Bank enterprise.

Matthew Grabowski is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, with one year of industry experience. His prior work includes positions at Anheuser-Busch and Boston Beer Works. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.

Judith Chimenti is a financial advisor at Integrated Wealth Concepts LLC with 45 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior work includes roles at LPL Financial, Osaic FA, Inc., and WS Griffith Securities, Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

James O Connor is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Hightower in 2023, he worked at Vigilant Capital Management, LLC and Columbia Management Investment Distributors Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, with services such as portfolio management, financial planning, and retirement consulting.

Stephen Spector is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. He serves as a board member for a condominium homeowners association in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of in-house and third-party investment solutions.

Patrick Fuller is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Fuller is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.

Katrina Kowalski is a financial advisor with Integrated Wealth Concepts LLC, holding CPA credentials and two years of industry experience. She previously worked at Auerr, Zajac & Associates for nine years and operated her own CPA practice before joining Integrated Wealth Concepts. She is also a partner at Onpoint Tax & Consulting, PLLC, a CPA firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Samuel Reid III is a CFP® professional with 20 years of industry experience. He has been with Mercer Global Advisors Inc. since 2026 and previously worked at Charter Oak Capital Management for 20 years. Outside of his advisory role, he serves as Vice President and Director of the Strafford Economic Development Corporation and is a board member of the Southeast Land Trust of New Hampshire, where he is involved in local land conservation efforts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Jennifer Colby is a financial advisor with NewEdge Advisors holding a Series 66 designation and eight years of industry experience. She has worked at NewEdge Advisors since 2018 and previously was with Flagship Harbor Advisors and LPL Financial. In addition to her advisory duties, she provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, consulting, and advisory services with an emphasis on centralized due diligence, ongoing monitoring, and the use of technology tools such as algorithmic model portfolios and held-away account platforms.