Michael Barry is a financial advisor with Citizens Securities, Inc. in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Citizens Securities since 2009. Outside of his advisory role, Barry serves as a Player Agent on the Board of Directors for Goffstown Junior Baseball. Citizens Securities serves a diverse 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 offerings include a digital advisory program using proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

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.

Cristopher Ettinger is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several First Command entities since 2015. Previously, he was involved with Toppen Solutions LLC from 2015 to 2017. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, delivering investment solutions using model portfolios and third-party managers from approved universes.

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.

Glen Flanaghan is a financial advisor at TD Private Client Wealth LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Bank N.A., Fisher Investments, Charles Schwab and Co., Inc., and TD Ameritrade Investment Management. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Toni Ann Ciampaglione is a financial advisor at OSAIC Institutions, INC. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at NH Trust and Infinex Investments, Inc. since 2021, following a 19-year tenure at Commonwealth Financial Network. Outside of her advisory role, she is involved with the Brattleboro Sunrise Rotary, participating in charitable fundraising. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm operates primarily with a non-discretionary asset approach and provides access to alternative investments, lending, and cash-management options via platforms such as CAIS and CapitalHub.

Erica Simpson is a financial advisor at OSAIC Institutions, INC. with two years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments, Ledyard Bank, and OSAIC Institutions since 2023. Prior to her advisory roles, she held positions at several academic institutions including 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 retirement 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 under a hybrid adviser/broker-dealer structure with a notable non-discretionary asset base and a platform that includes lending solutions and third-party asset manager referrals.

Anthony Ata is a financial advisor at Citizens Securities, Inc. in Raymond, NH, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with Citizens Securities since 2016 and also worked at Citizens Bank from 2015 to 2017. Outside of advisory services, he owns and manages maintenance for a multifamily property. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a managed account option, operating as both a broker-dealer and insurance agency.

Nicholas Macdonald is a Series 65-credentialed advisor at Mariner with 11 years of industry experience. He worked at Granite Investment Advisors from 2015 to 2021 before joining Mariner Wealth Advisors, where he has been since 2021. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and retirement plan consulting, utilizing customized discretionary portfolios supported by both internal teams and third-party managers.

Daniel Lord is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at Fidelity Investments for 10 years before joining TD Bank and its affiliate TD Private Client Wealth LLC, where he has been since 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a mix of strategic and tactical asset allocation with both affiliated and third-party sub-managers and provides services including portfolio management, financial planning support, and custody through third-party custodians.

John Finnegan III is a Series 65-licensed advisor with eight years of industry experience, currently with Focus Partners Wealth, LLC since 2022. He previously worked at Granite Financial Partners from 2014 to 2022. Outside of his advisory role, he serves as a board member for the Concord Community Music School, participating in board meetings to support community music initiatives. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, private funds, and various portfolio management options.

Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.

Matthew Wineriter is a ChFC® with 26 years of experience in financial advising, currently serving at First Command Advisory Services since 2015. He has been associated with related First Command entities since 2000. He is also president of Mashloch, Inc., an S-Corporation used as the corporate structure for his financial advising practice. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

James Moran Jr. is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His career includes roles at Fidelity Investments and Arcadia Financial Group prior to joining Empower Financial 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, with a focus on point-in-time planning and optional managed accounts.

Susan Heinrich is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Citizens Securities, Inc. and Ledyard Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm is notable for its predominance of non-discretionary assets and its integrated advisory and broker-dealer platform.

Victor Soucy Jr. is a financial advisor at Mariner with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Granite Investment Advisors, Inc. for 10 years before joining Mariner Wealth Advisors in 2021. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable capabilities in tax integration and employer financial wellness solutions.