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.

Jeremy Lathrop is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Since 2010, he has worked at CCO Investment Services Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program and a Managed Account program.

Matthew Cameron is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2021, following a 12-year tenure at American Funds Distributors, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program while also functioning as a broker-dealer and insurance agency.

Christopher Murphy is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Empower Advisory Group since 2026 and previously was employed with GWFS Equities from 2019. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

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.

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.

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.

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.

Scott Coulter is a CFP® professional with 32 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held roles at several firms including Citizens Securities, Inc., Santander Securities LLC, LPL Financial, IFMG Securities, Inc., and Invest Financial Corporation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

Jordan Roman is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Bank N.A. and its affiliated entities since 2016. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Alyssa Watson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with TD Bank N.A. since 2017 and was previously involved in the hospitality sector with Moorings Inn and Mansell Boat Rentals. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Brad Kelley is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of advising, he owns a website selling sports cards and works as a part-time food delivery driver. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers through its TD Managed Portfolios and related products.

Jean Delgado is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, UBS Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, Morgan Keegan & Company, and Wells Fargo Clearing. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering investment advisory, financial planning, pension consulting, and managed account programs.

Timothy Belden is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at US Cellular from 2006 to 2023. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.

Kevin Smith is a CFP® with four years of industry experience, currently serving at Mass Mutual Investors Services. He previously worked at Commonwealth Financial Network for six years and has experience at MassMutual Life Insurance Company. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also provides programs such as wrap accounts and educational seminars.

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Joseph Cartier is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he works as a ski instructor at Wachusett Mountain Ski Area. Morgan Stanley Wealth Management provides advisory services to individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory process.

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

Gregory Del Giudice is a Series 66-licensed financial advisor at Charles Schwab with approximately one year of industry experience. He previously worked at NMG Consulting and spent ten years at Chatham Partners. His current roles at Charles Schwab include positions with both Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.