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 serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

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 Series 66-credentialed advisor at Guardian Life with three years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2022, and from 2016 to 2022, he was employed at Spartan Race, Inc. He serves on the Board of Directors for the Children's Museum of New Hampshire and hosts a personal podcast on Spotify and Apple. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

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.

John Coombs is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment products, while also acting as a qualified custodian.

Scott Sorensen is a CFA®, ChFC® credentialed advisor with 23 years of industry experience. He currently works at Hightower Advisors and previously spent 21 years at Vigilant Capital Management. Outside of his advisory role, he holds membership units in Market View, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a diverse set of portfolio management and consulting services.

Kieth Tong is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2017. His prior experience includes roles at Bank of America, N.A. and Merrill from 2015 to 2017. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency while being fully owned by Citizens Bank, N.A.

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 23 years of industry experience. He holds the Series 66 designation and previously spent 21 years at VIGILANT Capital Management, LLC. Outside of his advisory work, he is a co-member of Market View, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on customized portfolio construction and operational support.

Love Olowu is a financial advisor at TD Private Client Wealth LLC in Portsmouth, NH, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various TD Bank and TD Private Client Wealth entities since 2019, as well as prior experience at Sunrun and Verizon. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to a range of investment products through affiliated and third-party managers.

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 and has worked at Park Avenue Securities and Guardian Life Insurance since 2022. He serves on the board of directors for Reach for the Top Therapy Services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Erika Sullivan is a CFP® professional with 18 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her career includes roles at Steward Partners Investment Solutions and Raymond James Financial Services. She is based in Portsmouth, NH, and is involved as a team member of The Sedoric Group. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Joseph Pombriant is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2003. Outside of his advisory role, Pombriant runs a coaching program for financial representatives that involves monthly calls and periodic conferences. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing both proprietary and third-party investment strategies across multiple account types.