Kaitlyn Ramsay Longley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her career includes roles at Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Putnam Retail Management Ltd Partnership. She serves as a board member of The Moore Center, a nonprofit supporting people with developmental disabilities in Manchester, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, including high-net-worth clients, as well as pensions, corporations, trusts, estates, and charitable organizations.

Glen Flanaghan is a financial advisor at TD Private Client Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Bank N.A., Fisher Investments, Charles Schwab and Co., Inc., and TD Ameritrade Investment Management. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Christopher Lynch is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. He previously worked at Edward Jones for three years and spent twelve years at CNE Direct Inc. before joining Empower. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated solutions tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Anthony Ata is a financial advisor at Citizens Securities, Inc. in Raymond, NH, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Citizens Securities since 2016 and also worked at Citizens Bank from 2015 to 2017. Outside of advisory services, he owns and manages maintenance for a multifamily property. 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 and a managed account option, operating as both a broker-dealer and insurance agency.

Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.

Rosanne Kane is a financial advisor at Guardian Life with 18 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities for over 15 years. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Salvatore D'Ambrosio is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group and Empower Financial Services, Inc. in 2026, he spent 24 years with Fidelity Brokerage Services, Inc. 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’s integrated service model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Curt Martens is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TD Private Client Wealth, he worked at Edward Jones and held various roles in different industries including education and retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a platform that combines strategic and tactical asset allocation with offerings from both affiliated and third-party sub-managers.

Sarah Mc Donald is a CFP® with 13 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. Her prior roles include positions at Arcadia Wealth Management, LLC and Edward Jones. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Christopher Michalman is a CFP® professional with 30 years of experience in the financial industry. He has been with Integrated Wealth Concepts LLC since 2016 and previously spent six years at LPL Financial. He holds Series 63 and Series 65 licenses. Integrated Wealth Concepts LLC 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, consulting, family office, and retirement plan advisory services, employing customized portfolios and a primarily long-term investment approach.

Matthew Morin is a financial advisor with Empower Advisory Group in Londonderry, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Empower Retirement 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 IRA and retail brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Joseph Tyler is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Tyler Wealth Management, LLC. Prior to his current roles, he spent 20 years with Ameriprise and its affiliated entities. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing affiliated advisors to offer customized portfolio solutions.

Kaitlyn Stathopoulos is a financial advisor at TD Private Client Wealth LLC with 5 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC since 2020. Prior to this, she has worked at TD Bank N.A. since 2007. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a mix of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Peter Coulon is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at companies including Cadaret Grant & Co., Inc. and Lincoln Financial in various capacities over nearly 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Christopher Denn is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. and Great West Life & Annuity Insurance Co. since 2010. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Soucy is a financial advisor with OSAIC Institutions, Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Infinex Investments Inc. since 2019 and Nationwide Advisory Services from 1999 to 2019, along with an ongoing position at Nationwide Insurance Co. since 1999. Outside of his advisory work, he markets Medicare supplements and long-term care insurance and serves as a notary public and justice of the peace in New Hampshire. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a broad range of solutions, including financial planning, ERISA plan services, alternative investments via the CAIS platform, and lending and cash-management products.

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.

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.

Brian Keane is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. He has worked at firms including Prolman & Keane Financial, LLC, Mahoney Financial Organization, LLC, and Alpha Pension Group, Inc. Outside of his advisory role, Keane volunteers as a youth sports coach, serves on the board of a youth soccer club, and organizes a Million Dollar Round Table (MDRT) member book club. Eagle Strategies serves individual and institutional clients offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm’s approach includes tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Donald Boisvert is a ChFC® credentialed financial advisor with 41 years of experience at Equity Services, Inc. in Manchester, NH. He has been with Equity Services since 1985 and has also been engaged with National Life Insurance Company since 1983, focusing on sales of life, disability, health, long-term care insurance, and annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios to deliver a mix of long-term and specialized investment strategies.