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.

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 Series 66-licensed financial advisor with six years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2019. Prior to that, he was employed at The Guyton Group and attended the University of New Hampshire. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning, discretionary and non-discretionary management, and access to proprietary and third-party advisory solutions.

Jean Trim is a Series 65 licensed advisor with 16 years of industry experience. She is currently with Hightower Advisors, joining the firm in 2023 after a 12-year tenure at Vigilant Capital Management, LLC, and prior experience at Columbia Management Advisors, Inc. 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’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a noted presence in handling large pooled and institutional mandates as well as cross-border investment considerations.

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.

Robert Miller is a CFP® with 33 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2026, he spent over three decades at The Financial Advisors, LLC, where he also held the role of president and was involved in transitioning the advisory business following its acquisition. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers and offers a combination of active and passive strategies across public and private asset classes.

Douglas Heald is a financial advisor with Empower Advisory Group in Newburyport, MA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Since 2010, he has been affiliated with Great West Life & Annuity Insurance Company and its related entities. 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 clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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.

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.

Matthew Heath is a CFP® with nine years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Cerity Partners LLC for five years and Cabot Wealth Management for six years. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm emphasizes customized model portfolios, ongoing monitoring, and a range of investment strategies including third-party manager recommendations and ERISA plan services.

John Meakin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He has previously worked at firms including LPL Financial, Rockland Trust Bank’s Investment Management Group, and Salem Five Cents Savings Bank. Outside of his advisory role, he owns J.G. Meakin Company, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and multiple program structures designed to meet diverse client needs.

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.

William Clifford is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent 11 years at Vigilant Capital Management LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, and offers portfolio solutions such as mutual funds, ETFs, alternative investments, and custom indexing.