James Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Steward Partners Investment Advisory, Steward Partners Global Advisory, and Steward Partners Investment Solutions since 2024. Prior to his advisory career, he was employed at Confluent Medical Technologies and General Dynamics Electric Boat. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services.

Austin Cornish is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Oracle Corporation. Cornish has been with Oppenheimer since 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Lena Wyand is a CFP® credentialed financial advisor with 18 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously spent 19 years at Charter Oak Capital Management. Outside of her advisory role, she is a 25% owner of OAK TREE PROPERTIES, INC., a business owning a commercial property. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Gregory Rasmussen is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. and EBSCO Information Services. 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 approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Brittany Beard is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Steward Partners and Raymond James Financial Services, as well as Wells Fargo Clearing. Outside of advisory roles, she is also a sales consultant for an online clothing and shoe platform. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Caleb Allen is a financial advisor at Guardian Life with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Guardian Life in 2026, he worked at Equitable Advisors, Eagle Strategies, NYLIFE Securities, New York Life Insurance Company, and several other firms. Outside of his advisory work, Allen serves as treasurer for the Lions Club of Dover-Rollinsford-South Berwick, a local charitable organization. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Peter Hanrahan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes six years at Fidelity Brokerage Services, LLC, before joining Steward Partners and its affiliated entities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Michael Caraglia is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and both proprietary and third-party investment advisory programs.

Jean Trim is a financial advisor with Hightower Advisors, holding a Series 65 credential and 15 years of industry experience. She previously worked at VIGILANT Capital Management, LLC for 12 years before joining Hightower Advisors in 2023. Ms. Trim serves as a Director on the Board of Newburyport Five Cents Savings Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on comprehensive portfolio construction and operational support.

Chelsea Caulfield is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 66 designation. Her prior experience includes roles at MML Investors Services LLC, MassMutual/WestPoint Capital, and Citibank. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Todd Mills is a financial advisor with TD Private Client Wealth LLC in Portsmouth, NH, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2012. 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 investors. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by advisory and custodial platforms.

Jeffrey Mc Donald is a financial advisor at Independent Financial Partners with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fiduciary Private Wealth, Advisory Services Network, Salem Five Bank, and Enterprise Bank and Trust. Independent Financial Partners is a nationwide enterprise that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisers. The firm supports a decentralized advisory model allowing individual advisers to set investment strategies while providing formal retirement-plan advisory and pension consulting services, including ERISA 3(21) and 3(38) services.

Sarah Laratonda is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at LPL Financial/Northeast Planning from 2018 to 2022. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Emma Ranocha is a Series 65-licensed financial advisor with Hightower Advisors in Portsmouth, NH, and has one year of industry experience. Her prior roles include positions at Vigilant Wealth Management and BNY Mellon, as well as experience at YMCA Camp Huckins and Fruit Center Marketplace. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Christina O'Donnell is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Steward Partners Investment Advisory, LLC and has held roles at Raymond James Financial Services, Bank of America, and Merrill. She also owns Carrigg Wealth Advisors, a support company for financial advisors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

John Kageleiry is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity and VERIUM Planning and Asset Management. 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 integrates its services with Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Daniel Snyder is a CFP® with 18 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His career includes prior roles at Wells Fargo Clearing and Raymond James Financial Services. He has a trustee role with a family trust and owns The Sedoric Group, a support company providing investment and planning advice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Vincent Stancato is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Rockefeller Financial LLC, MFS Fund Distributors, Inc., and Natixis Investment Managers. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, pension consulting, and managed account services through both proprietary and third-party solutions.

Erica Kelly is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of advising, she is an authorized member of Kelly Co Plumbing, LLC, a business she owns and operates. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and financial planning services.

Michael Bernier is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently an advisor at Hightower Advisors and has previously worked at Advantage Capital, Prime Buchholz LLC, and FIDELITY Brokerage Services LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles such as mutual funds, ETFs, and alternative investments.