Jonathan Schofield is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH. He holds a Series 66 designation and has seven years of industry experience. His career includes roles at Bankers Life Advisory Services since 2019, Bankers Life Securities since 2018, and Bankers Life and Casualty since 2009, where he also serves as an agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Matthew St. Onge is a financial advisor with Commonwealth Financial Network in Kingston, NH, holding a Series 66 credential and eight years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at Harbour Capital Corporation and the University of New Hampshire. Outside of advisory work, he has been involved in fixed insurance sales and has performed general labor with Precision Installations, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Bruce Adams Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Bankers Life entities since 1997, including roles at Bankers Life Securities, Inc. and Bankers Life and Casualty, Inc. Outside of advising, he assists with maintenance tasks related to rental properties owned jointly with his wife. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies, working with a variety of securities and offering ongoing portfolio management aligned with clients’ goals.

Tucker Twardosky is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has served as a hockey official with Seacoast Hockey Officials since 2024 and has been involved in the restaurant business with Dw Diner since 2022. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis methods to develop customized asset allocations and portfolio management aligned with client goals and risk tolerances.

Jebalakshi Arnold is a CFP® and holds a Series 65 license with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and Harvest Capital Management Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates tax- and fee-sensitive strategies across active and passive investments within an enhanced open architecture framework.

Brendan Brady is a financial advisor at Mariner with Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley Smith Barney, and Leumi Investment Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios supported by in-house research and external managers, and offers integrated tax, accounting, and family office services uncommon for a large advisory enterprise.

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. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Infinex Investments, Inc. since 2013. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a variety of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser structure.

Shara Little is a financial advisor with Empower Advisory Group in Concord, NH, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her career includes roles at GWFS Equities, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, she owns a business called For the Love of Dog, which makes and sells dog food. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail clients, delivering services through integrated platforms focused on long-term portfolio returns and annual rebalancing.

Dean Balsamo is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with TD Private Client Wealth LLC since 2016 and has also worked at TD Bank N.A. in various roles since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a blend of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services through third-party custodians.

Stephen Davis is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016, alongside leading Davis Wealth Management, LLC, where he is involved in insurance sales and retirement workshops. Prior to these roles, he spent a decade at SG Davis Financial Group, LLC. Brookstone Capital Management is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers fee-based asset management and financial planning primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a turnkey asset management platform and a large advisor network.

Nathan Dempsey is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. He holds Series 65 and Series 63 licenses and has 20 years of industry experience. Dempsey has been affiliated with New York Life and NYLIFE Securities since 2003 and operates under Dempsey Financial Group since 2023. He serves as a volunteer with the Goffstown Rotary Club and is a board member of The Pinnacle Foundation, focusing on community support initiatives related to homelessness and veterans. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers a range of advisory programs with an emphasis on tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at Northwestern Mutual Investment Management and Gregory Telge prior to joining TD Bank in 2018. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Christopher Young is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked exclusively within the Citizens organization since 2013 across various roles at Citizens Securities and Citizens Bank. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms, alongside managed account programs and commission-based brokerage services.

Peter Buttaro is a financial advisor at Citizens Securities, Inc. in Manchester, NH, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory and brokerage services. The firm provides digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Lindsay Brooks is a financial advisor with Citizens Securities, Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked exclusively within the Citizens organization in various roles since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Rebecca Murzin is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH, holding Series 65 and Series 63 licenses and four years of industry experience. She has been associated with various Bankers Life entities since 2019 and was previously owner of Fish Tails Bait and Tackle, a retail business. Additionally, she serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

William Hutchens Jr. is a CFA® charterholder with 30 years of experience in the financial advisory industry. He is currently with Mariner Wealth Advisors since 2021, having previously worked at Granite Investment Advisors and operated Hutchens Investment Management Inc. for over two decades. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, supported by an internal portfolio management team and third-party managers.

Darren Howcroft is a financial advisor with Commonwealth Financial Network and co-owner of Granite Capital Advisors, LLC. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to his current roles, he worked at Cetera, Bank of New Hampshire, and Cetera Investment Services LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.