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.

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.

Steven Travaglini Sr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Primerica Advisors since 1999 and has been affiliated with Guardian Life Insurance Company of America since 1997. In addition to his advisory role, he operates an insurance services business offering non-Guardian insurance products. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, providing both brokerage and fee-based advisory services alongside financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised funds.

William Neville is a financial advisor with Eagle Strategies (NY Life) based in Nashua, NH, holding a Series 63 designation and over 43 years of industry experience. He has been associated with Neville Financial Group since 2003 and has worked with Eagle Strategies and NYLife Securities since the early 1980s, with a career at New York Life insurance company dating back to 1971. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Soucy is a financial advisor with OSAIC Institutions, Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Infinex Investments Inc. since 2019 and Nationwide Advisory Services from 1999 to 2019, along with an ongoing position at Nationwide Insurance Co. since 1999. Outside of his advisory work, he markets Medicare supplements and long-term care insurance and serves as a notary public and justice of the peace in New Hampshire. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a broad range of solutions, including financial planning, ERISA plan services, alternative investments via the CAIS platform, and lending and cash-management products.

Kelly Carpenter is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Bank and BBA Bookkeeping. Outside of advisory work, Carpenter is involved with Twisted Hardscapes LLC, an administrative role where he handles invoicing and customer communications. 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 featuring ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program, operating in conjunction with its broker-dealer and insurance activities.

Brian Keane is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. He has worked at firms including Prolman & Keane Financial, LLC, Mahoney Financial Organization, LLC, and Alpha Pension Group, Inc. Outside of his advisory role, Keane volunteers as a youth sports coach, serves on the board of a youth soccer club, and organizes a Million Dollar Round Table (MDRT) member book club. Eagle Strategies serves individual and institutional clients offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm’s approach includes tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

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 Nashua, NH, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Citizens Securities since 2020 and previously spent five years at Santander Securities, LLC and Santander Bank, NA. 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 approach includes a digital advisory program managed with SigFig and a separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Joshua Sullivan is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fidelity Investments, Citizens Bank, and CCO Investment Services. Outside of his advisory work, he serves as Secretary for the Hooksett Flag Football League in Hooksett, New Hampshire. 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 investors. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

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.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at TD Private Client Wealth LLC, TD Bank N.A., NYLIFE Securities LLC, New York Life Insurance Company, and Massachusetts General Hospital. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, offering ongoing portfolio management, financial planning support, and custody through third-party custodians.

Brad Kelley is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of advising, he owns a website selling sports cards and works as a part-time food delivery driver. 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 combines strategic and tactical asset allocation with investments from affiliated and third-party managers through its TD Managed Portfolios and related products.

Jean Delgado is a financial advisor with Steward Partners Investment Advisory, LLC in Manchester, NH, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Steward Partners in 2022, Delgado worked at J.P. Morgan Securities LLC, UBS Financial Services Inc, and Morgan Stanley. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions including discretionary and non-discretionary services.

John Diamond is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Commonwealth Financial Network since 2016 and previously worked at NYLife Securities, Inc. and New York Life for over a decade. Outside of advisory services, he conducts fixed insurance sales under the name Prudence Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including model portfolios and personalized indexing.