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.

Jessica Kreger is a CFP® with 14 years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and previously worked at Charter Oak Capital Management and Robinson Smith Wealth Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and private funds across various platforms.

Paul Cyr is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. for 15 years and Fidelity for 2 years prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within a model closely tied to Empower’s recordkeeping and administrative platforms.

Jarin Worden is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. His prior roles include positions at Wilson Bank & Trust Investment Services, Raymond James Financial Services, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering financial planning focused on long-term portfolio returns and optional managed account solutions.

Renee Hickey is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Charter Oak Capital Management and Citizens Securities, among other firms. Outside of finance, her background includes experience in the food service and education sectors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through ETFs, index funds, and other investment vehicles.

Sarah Clapp is a CFP® and holds a Series 66 license, with 14 years of industry experience. She is currently with Mercer Global Advisors Inc., having joined in 2026, and previously worked at Charter Oak Capital Management for 11 years. Outside of her advisory role, she has an ownership interest in Revision Solar, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles alongside educational programming and integrated service platforms.

John Wilson is a CFP® and Series 65-licensed advisor at Mercer Global Advisors Inc. with two years of industry experience. He previously worked at Charter Oak Capital Management and Steele Street Capital. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm applies Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Laurence Knowlton is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 26 years before joining Rockefeller Financial in 2021. Outside of his advisory work, he serves as secretary for a rental property business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in variable insurance products, placement, and investment banking services.

Matthew Ouellette is a CFP® with 24 years of industry experience currently with OSAIC Institutions, INC. He has been associated with Infinex Investments, Inc. since 2008. Based in South Berwick, ME, he holds a Series 63 registration. 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 employs a hybrid adviser/broker-dealer model and offers customized advisory services, including access to alternative investments and lending solutions.

Katy Carr is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Charter Oak Capital Management. She serves as a volunteer committee member on the development committee for Make a Wish of Maine. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Carter Madden is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and previously worked at Cinnamon Rainbows Surf Company and Westminster College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Michael Panagoulias is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including 10 years at LPL Financial prior to joining D.A. Davidson in 2023. Outside of his advisory work, he serves as head coach for seventh grade boys basketball for the MSAD #35 School District in Eliot, Maine. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services from retirement plan advisory to private wealth management for high-net-worth clients.

Adam Stojanowski is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Savings Bank, Equitable, Commonwealth Financial Networks, Hartford Funds Distributors, and Natixis Global Associates. 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, access to alternative investments, and a lending marketplace, operating with a hybrid adviser/broker-dealer structure.

Kyle Lombardo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Steward Partners in 2025, he worked at Equitable Advisors, LLC, and has held various roles outside finance, including positions at The Yardhouse Restaurant and Smitty's Liquors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients with a range of investment advisory, financial planning, and managed account services, offering both discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Ryan Coburn is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has worked at both Guardian Life Insurance and Park Avenue Securities since 2022. Outside of his advisory role, he serves on the board of directors for the Children's Museum of New Hampshire and hosts a personal podcast available on Spotify and Apple. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Rebecca Landon is a CFP® professional with 22 years of experience in financial advising. She is associated with Eagle Strategies (New York Life) and Neville Financial Group, with a career spanning roles at New York Life Insurance Company and Nylife Securities LLC. Landon is also an insurance broker specializing in life and disability insurance. Eagle Strategies serves a diverse client base including individuals, corporate, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of advisory programs and emphasizes customized recommendations aligned with client and plan sponsor objectives.

Gary Walker is a financial advisor with Steward Partners Investment Advisory, LLC who holds the Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at several Steward Partners entities since 2015 and previously was with Raymond James Financial Services, Inc. Walker is also the owner of Seacoast Wealth Management, a support company operating in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered 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 through a range of advisory, planning, and managed account programs.

Gregory Mason is a financial advisor with Eagle Strategies (NY Life) based in Hampton, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Eagle Strategies since 2014 and also operates Mason Financial Group, which brokers non-registered insurance products. He serves as Vice President of the One Park Ave Condo Association, where he assists with property maintenance and financial management. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Ryan is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has worked at NewEdge Advisors since 2026 and previously spent 11 years at TIAA-CREF. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services including portfolio management, financial planning, retirement and pension consulting, and access to managed programs, utilizing both in-house and third-party strategies supported by centralized due diligence and technology tools.

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.