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.

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.

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.

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 retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, operating as both 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 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.

Drew Hefflefinger is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network and Acorn Financial in Nashua, NH. He has worked as an independent contractor and has experience in fixed insurance sales conducted through Acorn Financial. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

Michael Barry is a financial advisor at Citizens Securities, Inc. in Bedford, NH, with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citizens Securities since 2009. Outside of his advisory role, he serves as a Player Agent on the Board of Directors for Goffstown Junior Baseball. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Daniel Grossman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth Financial Network since 2004, with a period at Acorn Financial, LLC, and Financial Strategies Retirement Partners. Outside of his advisory work, Grossman provides life coaching services through Affinity Coaching. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers various advisory programs and support services, including model portfolios managed by its Investment Management and Research team, and provides operations, trading, technology, and compliance support to affiliated advisors.

Chad Gancarz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Equitable Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

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.

Nathaniel Clark is a financial advisor at Citizens Securities, Inc. in Nashua, NH, holding a Series 66 credential and with three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Athas Capital Group, and several companies in the mortgage and real estate sectors. Citizens Securities 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’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a managed account program, alongside commission-based brokerage and other non-discretionary 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.

Bernard Boucher is a financial advisor at Brookstone Capital Management LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at Brookstone since 2017, following eight years at Kalos. In addition to his advisory work, he owns and operates a tax preparation business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm emphasizes a platform approach, supporting a large advisor network with back-office and turnkey asset management services.

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.

Christine Flanders is a financial advisor with Integrated Wealth Concepts LLC in Nashua, NH, holding a Series 63 designation and two years of industry experience. She has a background that includes working at Levenson Goldberg and serving as managing partner at Fortitude CPA PLLC, a CPA firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors various wrap-fee programs with a focus on customized portfolios and a long-term investment approach.

Jeremiah Kennedy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Hornor, Townsend & Kent since 2021 and has prior experience including roles at Scott Christensen and Northwestern Mutual Investment Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and integrates third-party asset managers within its supervisory framework.

Craig Johnson is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Citizens Securities, Inc. since 2019 and previously was with Ameriprise Financial Services, Inc. from 2016 to 2019. He also has a background that includes a brief role at Bedford High School. Citizens Securities, Inc. 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, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk tolerance.

Gregory Robidoux is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior positions include roles at Empower Retirement and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through integrated financial planning services connected to Empower’s recordkeeping and administrative platforms.