Steven Travaglini Sr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Primerica Advisors since 1999 and has been affiliated with Guardian Life Insurance Company of America since 1997. In addition to his advisory role, he operates an insurance services business offering non-Guardian insurance products. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, providing both brokerage and fee-based advisory services alongside financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised funds.

Zachary Stevens is a financial advisor with Empower Advisory Group in Salem, NH. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including his current role at GWFS Equities since 2017. 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 account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

William Neville is a financial advisor with Eagle Strategies (NY Life) based in Nashua, NH, holding a Series 63 designation and over 43 years of industry experience. He has been associated with Neville Financial Group since 2003 and has worked with Eagle Strategies and NYLife Securities since the early 1980s, with a career at New York Life insurance company dating back to 1971. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Cameron is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and previously worked for American Funds Distributors, Inc. for 12 years before joining Citizens Securities in 2021. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both a digital advisory program and a managed account program, and it is wholly owned by Citizens Bank, N.A.

Kelly Carpenter is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Bank and BBA Bookkeeping. Outside of advisory work, Carpenter is involved with Twisted Hardscapes LLC, an administrative role where he handles invoicing and customer communications. 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 provides a digital advisory program featuring ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program, operating in conjunction with its broker-dealer and insurance activities.

Patrick Mckallagat is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked at Eagle Strategies since 2013 and also operates under the DBA Third / 3rd Financial Partners, LLC, focusing on selling New York Life products and brokering non-registered insurance products. Additionally, he is a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Christopher Murphy is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Empower Advisory Group since 2026 and previously was employed with GWFS Equities from 2019. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Grace Moleski is a CFP® professional with six years of industry experience currently affiliated with Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth in 2026, she worked at Pathstone Family Office for five years and held roles at Ameriprise Financial Services Inc. and GEN Financial Management Inc. She also has a background in the hospitality industry. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a wide range of wealth management and advisory services through a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with various asset management strategies.

Brandon Lund is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at ALDI Inc. from 2014 to 2017. Brandon is based in Salem, New Hampshire. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brian Gaumont is a financial advisor with Citizens Securities, Inc. in Nashua, NH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Citizens Securities since 2020 and previously spent five years at Santander Securities, LLC and Santander Bank, NA. 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 approach includes a digital advisory program managed with SigFig and a separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Corey Landry is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Ameriprise Financial Services, Edward Jones, Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he co-owns Not Your Average Brick Brothers, a business focused on buying and reselling items on Amazon, primarily LEGO products. 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 combines strategic and tactical asset allocation using both affiliated and third-party managers and delivers services including portfolio management, financial planning, and custody through third-party custodians.

Ramon Cervantes is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Fairway Group, LLC. He serves as a board member on the UU First Parish of Chelmsford Board of Investment, reviewing investments managed by an outside adviser. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

William Olson is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at GWFS Equities and Raymond James Financial Services. Outside of his advisory work, he volunteers in a local bowling league, helping establish rules, set teams, and manage events. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jordan Roman is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with TD Bank N.A. since 2015 and has been with TD Private Client Wealth LLC since 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of affiliated and third-party sub-managers within its portfolio construction. The firm offers ongoing portfolio management, financial planning support, and custody services through third-party custodians.

Kenneth Lahey is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His prior career includes over a decade with Fidelity and subsequent roles at Empower Financial Services before joining Empower Advisory Group. 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 clients. The firm utilizes an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Thomas Sileo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Commonwealth since 2018 and owns Geodesic Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options, while enabling advisors to construct client portfolios from diverse securities and insurance products.

John Diamond is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Commonwealth Financial Network since 2016 and previously worked at NYLife Securities, Inc. and New York Life for over a decade. Outside of advisory services, he conducts fixed insurance sales under the name Prudence Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including model portfolios and personalized indexing.

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, she served as a Premier Advisor at Citizens Bank from 2019 to 2021 and held the position of Licensed Banker at Citizens Bank from 2017 to 2019. In her role, Sahar partners with clients and their families to develop comprehensive financial plans that align with both short-term and long-term goals. She focuses on providing financial education and guidance to help clients feel confident in their financial futures. Outside of her professional work, Sahar engages in personal interests such as cooking and baking, participating in family activities, fitness, outdoor adventures, scuba diving, and traveling.

Mirza Hurtic is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and prior positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Kyle Karamanoogian is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Orca Security, Zycada, Inc, Fastly, Inc., and Teridion Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it holds a formal advisory role to multiple registered investment companies and fund-of-funds.