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.

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 Capital Analysts, Lincoln Investment, IAMS Wealth Management, Royal Alliance Associates, and JHFN SII. Outside of advisory services, he owns Birch Tree Benefits, a group benefits and individual insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a variety of investment strategies and custodial 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.

Jacob Heins is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Ameriprise Financial Services Inc and LPL. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

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.

Sarah Lavelle is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Eagle Strategies in 2025, she worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2018, and earlier was employed at The Slocum Firm, P.C. and Concord Law School. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Dean Digregorio is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 21 years of industry experience, having worked at firms including VOYA Financial Advisors, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also co-owner of One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Curtis Whitcomb is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and M&T Bank. Outside of finance, he has held roles at DoorDash and Dunkin', among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Rawad Kassem is a CFP® credentialed financial advisor with 13 years of industry experience. He is currently with Citizens Securities, Inc. and previously worked at Santander Securities, LLC and Santander Bank, NA. Outside of his advisory work, he serves as a Notary Public and holds power of attorney responsibilities for a family member. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, alongside commission-based brokerage and other non-discretionary business.

Leeann Martino is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked for Bank of America and Merrill for seventeen years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Gina Theodore is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation. She has no prior experience in the financial industry and has worked in various roles including bookkeeping, accounting, and positions outside finance such as automotive repair and restaurant service. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, managing approximately $4.07 billion in assets. The firm employs model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs, leveraging third-party managers and technology platforms like Envestnet.

Molly Royal is a financial advisor with TD Private Client Wealth LLC in Manchester, NH. She holds a Series 66 designation and has been with TD Private Client Wealth LLC since 2026. Prior to her current role, she worked at TD Bank N.A. and has experience in various other industries including retail and manufacturing. 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’s investment approach combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.

David Colby is a financial advisor at Mariner Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Advisory Services, Charles Schwab, and Fidelity Investments. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, while also providing coordinated tax, accounting, and administrative CFO services.

Matthew St. Onge is a financial advisor with Commonwealth Financial Network in Kingston, NH. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he was associated with Harbour Capital Corporation and worked at the University of New Hampshire. Outside of financial advising, he has engaged in industrial shelving installation as a general laborer. 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 about $213 billion in client assets. The firm offers a broad range of managed-account programs, third-party manager access, and custody and clearing services, supporting advisors with both discretionary and nondiscretionary portfolio solutions.

Keith Janca is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Eagle Strategies since 2022 and has a long tenure at New York Life and its affiliated entities dating back to 2003. Outside of his advisory role, Janca serves as a board member for the Mary and John Elliott Charitable Foundation, which focuses on supporting cancer care services at a local hospital in Manchester. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Andrew Manuse is a financial advisor with Eagle Strategies (NY Life) based in Derry, New Hampshire. He holds Series 63 and Series 65 designations and has nine years of industry experience. Prior to joining Eagle Strategies in 2019, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Outside of his advisory role, Manuse is a pastor at First Fruits Ministries and volunteers with nonprofit organizations focused on policy advocacy and business support in New Hampshire. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through various programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Mark Leonard is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior positions include roles at Infinex Investments, Inc., Harvest Capital Advisors, LLC, and Mass Mutual Investors Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer model with significant use of third-party promoters and subadvisory relationships.

Evan Croteau is a financial advisor with Money Concepts Capital Corp in Amherst, NH. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Morgan Stanley, Monte Financial Group LLC, and involvement with the Central European Institute. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven, asset-allocation approaches and offers a mix of discretionary and non-discretionary programs supported by multiple portfolio strategies and third-party managers.