Rachel Faris is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has been with First Command Financial Planning, Inc. since 2017. Prior to that, she worked at Dennis Eakin Kia for one year. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Valerie Bouraphael is a financial advisor at Citizens Securities, Inc. in Concord, NH, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2017, following prior roles at Santander Securities LLC and Santander Bank NA. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm provides investment programs such as a digital advisory platform and managed accounts, alongside its broker-dealer and insurance operations.

Sarah Mc Donald is a CFP® with 13 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. Her prior roles include positions at Arcadia Wealth Management, LLC and Edward Jones. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Christopher Michalman is a CFP® professional with 30 years of experience in the financial industry. He has been with Integrated Wealth Concepts LLC since 2016 and previously spent six years at LPL Financial. He holds Series 63 and Series 65 licenses. 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, consulting, family office, and retirement plan advisory services, employing customized portfolios and a primarily long-term investment approach.

Macgregor Maitland is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, Commonwealth Financial Network, and Signator Investors, Inc. 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, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through personalized and third-party managed portfolio solutions.

Gregory Zini is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. Prior to this, he worked at Wedbush Securities Inc. from 2014 to 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of advisory programs and investment management solutions that combine firm-developed and third-party strategies with periodic oversight.

Jack Putnam is a Series 66 licensed advisor with four years of industry experience. He is currently with OSAIC Institutions, Inc. and concurrently associated with NH Trust since 2026. His prior experience includes roles at Edward Jones, Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, Axa, and FV Storm. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer model with access to alternative investments and lending solutions.

Joseph Tyler is a CFP® professional with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Tyler Wealth Management, LLC. Prior to his current roles, he spent 20 years with Ameriprise and its affiliated entities. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing affiliated advisors to offer customized portfolio solutions.

Peter Coulon is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at companies including Cadaret Grant & Co., Inc. and Lincoln Financial in various capacities over nearly 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Walter Goss III is a financial advisor with OSAIC Institutions, Inc. in Concord, NH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Northway Bank, LPL Financial, Santander Securities, and MassMutual. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments. The firm’s advisors provide both advisory and brokerage solutions, primarily managing predominantly non-discretionary assets.

Lois Parker is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2016, following seven years at Wedbush Morgan Securities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a combination of proprietary and third-party investment models with ongoing oversight by an Investment Strategy Committee.

Stephen O'Callaghan is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes a decade at CCO Investment Services Corp. and current roles at both Ledyard Bank and OSAIC Institutions. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm employs a network of investment adviser representatives who use a combination of fundamental and technical analysis, third-party due diligence, and various financial products to implement portfolios, with a notable emphasis on non-discretionary assets.

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 served as Chief Compliance Officer at Investment Services Corp. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Craig Smith is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at Granite Investment Advisors, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and provides integrated tax, accounting, and administrative CFO services that are uncommon for a firm of its size.

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.

Renrick Pesce is a CFP® professional with nine years of experience in financial advising. He is currently with Mariner and previously held roles at CITY NATIONAL BANK, RBC Capital Markets, Fidelity Brokerage Services, AXA Advisors, and John Hancock entities. His background also includes experience outside finance, having worked at both Lyft and Uber. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal management team and third-party allocations, with a notable integration of tax and accounting services uncommon for a firm of its size.

Scott Coulter is a CFP® with 31 years of industry experience, currently serving at OSAIC Institutions, Inc. in Concord, NH. His prior roles include positions at Citizens Securities, Inc. and Ledyard National Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm is notable for its extensive network of investment adviser representatives and a predominance of non-discretionary assets under management.

David James is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Infiex Investments, NH Trust, Ameriprise Financial Services, and Citizens Bank and its affiliated entities. Outside of his advisory work, he serves as President on the Board of Directors for the Plymouth Regional Huskies Football and Cheer nonprofit organization. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

Alan Labrie is a financial advisor with TD Private Client Wealth LLC in Concord, NH, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at TD Bank N.A., Family First Life, Citizens Securities, and Paychex. Outside of finance, he works as a self-employed pianist and organist and serves as the Director of Sacred Music at St. Andre Bessette Parish. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to various investment products through affiliated and third-party managers.