Jeremiah Kennedy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Hornor, Townsend & Kent since 2021 and held prior positions at Scott Christensen and Northwestern Mutual Investment Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and operates as both an SEC-registered adviser and FINRA-member broker-dealer.

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.

John Finnegan III is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent six years at Granite Financial Partners. He serves as a board member of the Concord Community Music School, which offers musical experiences to foster community connections. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment management through a long-term, tax- and fee-sensitive approach that blends active and passive strategies along with private funds.

Rosanne Kane is a financial advisor at Guardian Life with 18 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities for 17 years. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

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.

Susan Heinrich is a financial advisor with OSAIC Institutions, Inc. based in Concord, New Hampshire, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Ledyard Bank, Citizens Securities, Santander Securities, LPL Financial, IFMG Securities, and Banc of America Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory and financial planning services with a hybrid adviser/broker-dealer structure, providing both discretionary and non-discretionary solutions and access to alternative investments and lending platforms.

Victor Soucy Jr. is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Granite Investment Advisors and Mariner Wealth Advisors over his career. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external allocations and provides integrated tax services, family office capabilities, and employer financial wellness tools.

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.

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 financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Benjamin F. Edwards & Co in 2016, he worked at Wedbush Securities Inc. for two years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Jack Putnam is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, and NH Trust. 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, wrap programs, third-party asset manager referrals, and 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.

Timothy Bonisteel is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes 16 years at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

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 at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Northway Bank, and Santander Securities. Outside of his advisory practice, he owns and manages a home-based property in Concord, NH. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model with a focus on independent investment adviser representatives managing client accounts.

Lois Parker is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and possessing 21 years of industry experience. She previously worked at Wedbush Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of her advisory role, she is a landlord for a residential property in Rochester, NH. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party investment strategies.

Natalie Allard Arell is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory role, she is involved in insurance sales through JD Mellberg Financial in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, and sovereign wealth funds. The firm provides investment management primarily on a discretionary basis through various model portfolios and managed accounts, supporting a large advisor network with its turnkey asset management platform.

Christopher Denn is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. and Great West Life & Annuity Insurance Co. since 2010. 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 retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.