Robert Walczak is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining both in 2025 after 16 years at Commonwealth Financial Network and 10 years with Granite State Wealth Management. He owns Granite Oak Private Wealth, which offers fixed insurance products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of strategies, including advisor-managed accounts, third-party money managers, and an internal portfolio team, while offering services such as portfolio reporting and financial planning.

James Ellis is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Affinity Investment Group, LLC, Trilogy Capital, Trilogy Financial, and Cantella & Company. Ellis is also involved with Retirement Income Source SFG, providing client advisory services and fixed insurance sales. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on income-oriented investment strategies and combines active portfolio management with third-party manager allocations, offering a range of services such as financial planning, ERISA plan services, and ETF sub-advisory.

Michael Riddell is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 10 years of industry experience. He has worked with Northeast Planning Associates, Inc. since 2016 and with LPL Financial since 2015. Outside of his advisory work, he is also a notary. 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 offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Jason Lawrence is a CFP® professional with 16 years of experience in financial advisory services. He has been with Northeast Planning Associates, Inc. and LPL Financial, LLC since 2013. Outside of his advisory work, he is involved in business entities used for tax and investment purposes. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers consultative planning engagements with various fee structures and access to investment management, managing approximately $327.7 million in client assets.

John Ryder is a financial advisor with Northeast Planning Associates, Inc. and holds Series 63 and Series 66 designations. He has 30 years of industry experience, including roles at LPL Financial and SagePoint Financial. Ryder provides financial planning and consulting services through Northeast Planning Associates. Northeast Planning Associates offers financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm delivers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Benjamin Dickinson is a financial advisor with Santander Securities LLC in Nashua, NH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Santander Securities, he worked at Santander Bank and also spent four years at Papa Ginos. Outside of his financial career, he manages Sad Milk Collective, a music collective that releases music through a Patreon platform. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily focusing on retail investors.

Benjamin Hiers is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Northeast Planning Associates, he worked at LPL Financial from 2007 to present. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Michael Hartman is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH, holding a Series 63 designation and 33 years of industry experience. He has worked with LPL Financial since 2007 and with Northeast Planning Associates since 2004. Hartman also serves as a notary public in New Hampshire, providing this service free of charge to friends and business associates. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Gary Pelletier is a financial advisor with Northeast Planning Associates, Inc. and holds the ChFC® and Series 63 designations. He has 41 years of industry experience, including roles at Northeast Planning Associates since 2003 and LPL Financial since 2007. Pelletier also serves as a trustee for an irrevocable insurance trust for his parents. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Gary Wallace is a financial advisor at Northeast Planning Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2007. Wallace has been with Northeast Planning Associates since 2003. 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, consultative planning engagements with flexible fee structures and manages approximately $327.7 million in client assets.

Corey Boucher is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently affiliated with Citizens Private Wealth in Manchester, NH, and has prior experience at Piscataqua Savings Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers a range of services including discretionary and non-discretionary portfolio management, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.

Richard Parnigoni Jr. is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including LPL Financial LLC, Cetera Advisors LLC, and Securities America. In addition to his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple sponsored programs and third-party platforms.

Jeffery Boutin is a financial advisor with ON Investment Management Company in Merrimack, NH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been involved with multiple firms including The Boutin Financial Group, The O.N. Equity Sales Company, Ohio National Life Insurance Company, Guardian Life Insurance Company, and Baldwin & Clarke. Outside of his advisory roles, Boutin also owns and operates a financial advisory business focused on selling life, health disability, long-term care insurance, and fixed annuities. ON Investment Management Company is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options and access to multiple third-party investment programs, managing client assets through both discretionary and non-discretionary arrangements.

Kathleen Sweeney is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has held roles at LPL Financial and Ameriprise Financial Services, with multiple tenures at Northeast Planning Associates. In addition to advisory work, she provides business advisory services focusing on tax structuring for small businesses. Northeast Planning Associates, Inc. is an SEC-registered investment advisor 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.

Christopher Bryant is a financial advisor at OneSeven with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and Charles Schwab & Co. He is also a licensed insurance agent involved in fixed, health, and variable insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm’s investment approach emphasizes long-term strategies while accommodating shorter-term trading, utilizing diversified portfolios with access to alternatives and private placements.

Robert Caron is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

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.