Patrick Fleming is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower in 2023, he held roles in academia at the University of New Hampshire and Providence College, as well as teaching at Dover High School. Hightower Advisors serves a diverse client base including individuals, institutions, and retirement plans, offering investment advisory and planning services that incorporate multi-manager solutions and the use of affiliated and third-party managers. The firm emphasizes discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, with a notable presence in institutional and international markets.

John Coombs is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment products, while also acting as a qualified custodian.

Scott Sorensen is a CFA®, ChFC® credentialed advisor with 23 years of industry experience. He currently works at Hightower Advisors and previously spent 21 years at Vigilant Capital Management. Outside of his advisory role, he holds membership units in Market View, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a diverse set of portfolio management and consulting services.

Kieth Tong is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2017. His prior roles include positions at Bank of America, N.A. and Merrill from 2015 to 2017. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.

Joshua Holt is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He previously worked at Edward Jones and Raymond James Financial Services. Holt is also the head basketball coach at Noble High School and serves as president of the Marshwood Youth Baseball sports club in Maine. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets with a national advisor base. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs.

Travis Grieb is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Sanctuary Advisors in 2020. Outside of his advisory role, he is the owner of Stabilis Partners, LLC, which manages office condominiums. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and employs both discretionary and non-discretionary strategies, supported by a large network of independent advisors and affiliated entities.

Daniel Mulkern is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and previously spent 21 years at VIGILANT Capital Management, LLC. Outside of his advisory work, he is a co-member of Market View, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on customized portfolio construction and operational support.

Love Olowu is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at TD Bank and Sunrun, as well as a five-year tenure at Verizon. 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 US clients. The firm combines strategic and tactical asset allocation through portfolios using both affiliated and third-party sub-managers, supported by platforms such as Envestnet and custodians like Pershing.

Charlene Stearns is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and bringing 33 years of industry experience. She has been with Key Investment Services since 2006. Outside of her advisory work, she is involved as a co-owner of a flower business and works as a sales agent in real estate. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client involvement in investment decisions while providing recommendations and oversight, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Christopher Toomey is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has 12 years of industry experience, including 11 years with GWFS Equities, Inc. and one year at Empower Advisory Group. 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 account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Andrew Wolcott is a Series 66-licensed advisor with Primerica Advisors, based in Portsmouth, NH, and has three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2022. Wolcott serves on the board of Reach for the Top Therapy Services, a nonprofit organization. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm uses a mix of proprietary and third-party investment strategies and supports various account-level services including securities-based lending and tax-harvesting.

Erika Sullivan is a CFP® professional with 18 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her career includes roles at Steward Partners Investment Solutions and Raymond James Financial Services. She is based in Portsmouth, NH, and is involved as a team member of The Sedoric Group. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Joseph Pombriant is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2003. Outside of his advisory role, Pombriant runs a coaching program for financial representatives that involves monthly calls and periodic conferences. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing both proprietary and third-party investment strategies across multiple account types.

Justin Delaney is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A., Citizens Securities, Inc., Citizens Bank, Winchester Savings Bank, and infinex Investments, Inc. His current tenure at TD Private Client Wealth LLC and TD Bank N.A. began in 2021. 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 utilizes a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services via third-party custodians.

John Rice is a CFP® with 34 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held roles at Steward Partners entities since 2016 and previously worked at Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and managed account services.

Jonathan Dooda is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and multiple investment strategies tailored to client objectives.

Daniel Sweetland is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory roles, he has been involved with Gateway Retirement Solutions as a Wealth Management Associate. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm operates a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and third-party manager referrals through various platform-based investment approaches.

Robert Carrigg Jr. is a Certified Financial Planner® with 30 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and its related entities, having worked at Steward Partners and prior to that at Raymond James Financial Services, Bank of America, and Merrill. Outside of his advisory role, he serves as Secretary-Trustee of the Trust Funds for the Town of Rye, NH, and advises on portfolio management for New Hampshire Public Radio. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account services to individuals, institutions, and charitable organizations through a range of proprietary and third-party solutions.

Hannah Santy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. She is currently with Hightower Advisors, where she has worked since 2023. Prior to joining Hightower, she worked at Vigilant Capital Management, LLC, Penobscot Financial Advisors, and Foster Victor Wealth Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Matthew Marino Babcock is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Harbour Capital Corporation and Coca Cola Bottling Company of Northern New England. Outside of advisory work, he is involved in a family business, Icehouse Trees, where he serves as an employee and manager. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of advisory and portfolio management services through both proprietary and third-party solutions.