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.

Kaitlyn Stathopoulos is a financial advisor at TD Private Client Wealth LLC with 5 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC since 2020. Prior to this, she has worked at TD Bank N.A. since 2007. 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 clients. The firm uses a mix of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Kieth Tong is a CFP® professional with 24 years of industry experience, currently serving at Citizens Securities, Inc. since 2017. His prior roles include positions at Bank of America, Merrill, Mass Mutual Investors Services, Norton Financial Services, Commonwealth Financial Network, Fidelity, and Waddell & Reed. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Steven Travaglini Sr. is a financial advisor with Guardian Life in Nashua, NH, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Guardian Life since 1997 and has also operated the Bechard Insurance Agency since 1986. Outside of his advisory role, he sells non-Guardian insurance products through a separate insurance services business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

William Neville is a financial advisor with Eagle Strategies (NY Life) based in Nashua, NH. He holds a Series 63 designation and has 44 years of industry experience. His career includes long-term roles with NYLife Securities LLC since 1982 and New York Life Insurance Company since 1971. Neville also operates Neville Financial Group, focusing on life annuities, variable, and mutual products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Daniel Soucy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Infinex Investments Inc. since 2019 and Nationwide Advisory Services from 1999 to 2019, alongside a long tenure with Nationwide Insurance Co. since 1999. Outside of advisory work, he markets Medicare supplement and long-term care insurance and serves as a notary public and justice of the peace in New Hampshire. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and providing clients options for discretionary or non-discretionary account management.

Jeremy Lathrop is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cco Investment Services Corp, TD Ameritrade, Inc., and Ameriprise. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, alongside managed account programs and commission-based brokerage services.

Matthew Cameron is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2021, following 12 years at American Funds Distributors, Inc. and one year at BrownDorf PEM, LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and a managed account program.

Kelly Carpenter is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 66 and Series 63 licenses and six years of industry experience. His work history includes multiple roles at Citizens Securities and Citizens Bank, as well as bookkeeping experience at BBA Bookkeeping. Outside of his advisory work, he is involved with Twisted Hardscapes, an LLC where he handles administrative duties. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program that uses proprietary algorithms for ETF-based portfolios and a Managed Account program, operating within a bank-owned enterprise.

David Visini is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several financial institutions including JPMorgan Chase Bank and Santander Bank. Outside of finance, he teaches tap dancing several times a week at Refine Dance Studio, a family-owned business. 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 with ETF-based portfolios and discretionary management, while also conducting commission-based brokerage and non-discretionary business.

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.

Donald Boisvert is a ChFC® credentialed financial advisor with 41 years of experience at Equity Services, Inc. in Manchester, NH. He has been with Equity Services since 1985 and has also been engaged with National Life Insurance Company since 1983, focusing on sales of life, disability, health, long-term care insurance, and annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios to deliver a mix of long-term and specialized investment strategies.

Amy Erazo Interiano is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets and Digital Federal Credit Union. 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 services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns through proprietary and third-party planning methodologies.

Robert Reynolds is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and one year of experience in the industry. Prior to his current role, he has held multiple positions at TD Bank since 2021 and worked in the service industry with Applebee's and Burger King. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm offers portfolio management through various TD-branded portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Brian Gaumont is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Santander Securities, LLC, Santander Bank, NA, LPL Financial, and Edward Jones. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary business lines, including a digital advisory program and a Managed Account program.

Joseph Perusse is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Atlantic Planning Group, Eagle Strategies, and Edward Jones. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs as well as brokerage and insurance services. The firm offers a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Thomas Sileo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Commonwealth since 2018 and owns Geodesic Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options, while enabling advisors to construct client portfolios from diverse securities and insurance products.

Alyssa Watson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with TD Bank N.A. since 2017 and was previously involved in the hospitality sector with Moorings Inn and Mansell Boat Rentals. 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 clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Brad Kelley is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of his advisory work, he owns a website selling sports cards and works as a delivery driver. 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 utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, incorporating both affiliated and third-party managers.

Jean Delgado is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, UBS Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, Morgan Keegan & Company, and Wells Fargo Clearing. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering investment advisory, financial planning, pension consulting, and managed account programs.