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) in Manchester, NH, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has been associated with New York Life and its affiliates since 2003 and operates under the Dempsey Financial Group. Outside of his advisory work, Dempsey volunteers with the Goffstown Rotary Club and serves on the board of the Pinnacle Foundation, an organization focused on addressing chronic homelessness and supporting veterans in the Greater Manchester area. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages the majority of its substantial assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Christopher Young is a financial advisor with Citizens Securities, Inc. in Bedford, NH, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Citizens Securities and Citizens Bank since 2016 in various roles. 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 provides a digital advisory program and a Managed Account program while also operating as a broker-dealer and insurance agency.

Jayna Todisco is a Series 66-licensed financial advisor with Transamerica Financial Advisors, bringing 20 years of industry experience. Her prior work includes 16 years at Lincoln Financial Network and roles at OSAIC and WFGIA. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

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 previously worked at Gradient Advisors, LLC before joining Citizens Securities, where he has been employed since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform and managed accounts, operating within a framework that integrates its roles as a broker-dealer and subsidiary of Citizens Bank.

David Armstrong is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes a long tenure at Lincoln Financial Advisors and Lincoln Financial Securities Corporation spanning nearly two decades before joining Valic. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services across a large advisor network.

Lindsay Brooks is a financial advisor with Citizens Securities, Inc. in Manchester, NH, holding Series 63 and Series 65 credentials and four years of industry experience. Her career has been with various divisions of Citizens Bank and Citizens Securities since 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating within the broader capabilities of its parent company, Citizens Bank, N.A.

Rebecca Murzin is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH. She holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to her advisory role, she owned Fish Tails Bait and Tackle, where she managed daily operations. She also serves as a unit field trainer for 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 consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk tolerances.

William Hutchens Jr. is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent four years at Granite Investment Advisors and 22 years at Hutchens Investment Management Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized discretionary portfolios supported by in-house research 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.

Chad Gancarz is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including Fidelity Brokerage Services LLC and Equitable Advisors. Prior to his advisory career, he was employed at Wiggins Airways for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Alexander Friganza is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 66 licenses. He has worked in the financial services industry since 2021, including roles at TD Bank, J.P. Morgan Securities, and Wells Fargo. Prior to his financial career, he was involved in restaurant management with Greene Turtle and Nicks Tuscan Grill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

John O Brien is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America, Merrill, and Santander Securities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies across multiple platforms.

Robert Torre is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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.

James Freeman is a financial advisor with Empower Advisory Group in New Boston, NH, holding Series 63, 65, and 66 licenses and has 32 years of industry experience. Since 2015, he has been affiliated with GWFS Equities, Inc. 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 through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Toni Ann Ciampaglione is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at NH Trust and Infinex Investments since 2021 and was previously with Commonwealth Financial Network for 19 years. Ciampaglione is involved with the Brattleboro Sunrise Rotary, where she participates in charitable fundraising activities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model and offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions.

Erica Simpson is a Series 66-licensed financial advisor with two years of industry experience. She is currently with OSAIC Institutions, Inc. and has held positions at Ledyard Bank and Fidelity Investments. Prior to her finance career, she worked in academic roles at the University System of New Hampshire, Rivier University, and Southern New Hampshire University. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser 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 that combines discretionary and non-discretionary assets.