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Gregory R

Series 63, Series 66

Amherst, NH

Empower Advisory Group

Gregory Robidoux is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior positions include roles at Empower Retirement and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through integrated financial planning services connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Susan H

Series 63, Series 66

Concord, NH

OSAIC Institutions, INC.

Susan Heinrich is a financial advisor with OSAIC Institutions, Inc. based in Concord, New Hampshire, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Ledyard Bank, Citizens Securities, Santander Securities, LPL Financial, IFMG Securities, and Banc of America Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory and financial planning services with a hybrid adviser/broker-dealer structure, providing both discretionary and non-discretionary solutions and access to alternative investments and lending platforms.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Salvatore D

Series 63, Series 66

Merrimack, NH

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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William C

CFP®, Series 63, Series 65

Wilton, NH

Commonwealth Financial Network

William Cahill is a CFP® professional with 40 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously spent three years at VOYA Financial. Outside of his advisory work, he is involved in purchasing and selling baseball cards and comic books online. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides comprehensive adviser platforms, including managed-account programs, third-party asset manager access, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Sarah M

CFP®, Series 66

Bedford, NH

J. W. Cole Advisors, Inc.

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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Christopher M

CFP®, Series 63, Series 65

Bedford, NH

Integrated Wealth Concepts LLC

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.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Macgregor M

Series 63, Series 65

New Boston, NH

Steward Partners Investment Advisory, LLC

Macgregor Maitland is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, Commonwealth Financial Network, and Signator Investors, Inc. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through personalized and third-party managed portfolio solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Matthew M

Series 63, Series 65

Londonderry, NH

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Joseph T

CFP®, Series 63

Bedford, NH

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Kaitlyn S

Series 63, Series 65

Merrimack, NH

TD private Client Wealth LLC

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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Peter C

Series 63, Series 66

Dunbarton, NH

Kestra Advisory

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Walter G

Series 63, Series 65

Concord, NH

OSAIC Institutions, INC.

Walter Goss III is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Northway Bank, and Santander Securities. Outside of his advisory practice, he owns and manages a home-based property in Concord, NH. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model with a focus on independent investment adviser representatives managing client accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Christopher D

Series 63, Series 66

Auburn, NH

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Stephen O

ChFC®, Series 63, Series 65

Concord, NH

OSAIC Institutions, INC.

Stephen O'Callaghan is a financial advisor with OSAIC Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His career includes positions at Ledyard Bank, Cco Investment Services Corp., Santander Securities LLC, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with extensive third-party and co-advisory relationships.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Daniel S

Series 63, Series 65

Manchester, NH

OSAIC Institutions, INC.

Daniel Soucy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Infinex Investments Inc. since 2019 and Nationwide Advisory Services from 1999 to 2019, alongside a long tenure with Nationwide Insurance Co. since 1999. Outside of advisory work, he markets Medicare supplement and long-term care insurance and serves as a notary public and justice of the peace in New Hampshire. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and providing clients options for discretionary or non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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John S

Series 63, Series 66

Weare, NH

Empower Advisory Group

John Sinclair Jr. is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at GWFS Equities, Inc. since 2014. Outside of his advisory role, he operates a business selling discounted products, primarily books, toys, and seasonal items, on Amazon. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, as well as to Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brian K

Series 63, Series 66

Manchester, NH

Eagle Strategies (NY Life)

Brian Keane is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Keane is also the owner of Prolman & Keane Financial, LLC and volunteers as a coach for youth sports teams and serves on the board of a local youth soccer club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Donald B

ChFC®, Series 63

Manchester, NH

Equity Services, inc.

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.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Income planning Founder/Business Owner Retired Executive
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Amy E

Series 63, Series 66

Manchester, NH

Empower Advisory Group

Amy Erazo Interiano is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets and Digital Federal Credit Union. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns through proprietary and third-party planning methodologies.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Robert R

Series 66

Manchester, NH

TD private Client Wealth LLC

Robert Reynolds is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and one year of experience in the industry. Prior to his current role, he has held multiple positions at TD Bank since 2021 and worked in the service industry with Applebee's and Burger King. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm offers portfolio management through various TD-branded portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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