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.

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.

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.

John Coombs is a financial advisor with Oppenheimer in Portsmouth, NH, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Scott Sorensen is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds the CFA®, ChFC®, and Series 63 designations. Prior to joining Hightower Advisors in 2023, he worked at Vigilant Capital Management for 21 years. Hightower Advisors provides advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and a variety of investment vehicles.

Joshua Holt is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. He previously worked at Edward Jones and Raymond James Financial Services. Holt is also the head basketball coach at Noble High School and serves as president of the Marshwood Youth Baseball sports club in Maine. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets with a national advisor base. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account programs.

Travis Grieb is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Inc. for 14 years prior to his current role. Outside of advisory work, he owns and manages three office condos through Stabilis Partners, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives who develop personalized investment strategies under firm supervision, offering various portfolio management options and utilizing multiple analytical approaches.

Daniel Mulkern is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked for VIGILANT Capital Management, LLC for 21 years. Outside of advising, he is a co-member of Market View, LLC, a real estate holding entity in New Hampshire. 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, with offerings such as discretionary portfolio management, financial planning, and access to private funds.

Briar Golden is a CFP® professional with 21 years of industry experience, currently serving at Citizens Securities, Inc. Prior to this, Briar worked at Mass Mutual Investors Services and MetLife Securities Inc. Briar also holds a Notary Public position. 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 both discretionary managed accounts and a digital advisory program that uses ETF-based portfolios tailored by proprietary algorithms.

Andrew Wolcott is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Wolcott serves on the board of directors for Reach for the Top Therapy Services. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Erika Sullivan is a CFP® credentialed advisor with 19 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has held roles at firms including Raymond James Financial Services and Wells Fargo Clearing. Sullivan is also a team member of The Sedoric Group in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account solutions.

Joseph Pombriant is a financial advisor at Guardian Life with 21 years of industry experience and holds the Series 66 designation. He has worked extensively with Park Avenue Securities and Guardian Life since 2003. Outside of his advisory role, he runs a coaching program for financial representatives, involving monthly calls and periodic conferences. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.