Paul Fisher is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones and Empower Financial Services. 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 through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base relative to advisor headcount.

Brandon Hobi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at TD Bank N.A. since 2018 and a prior position at NYLIFE Securities LLC and New York Life Insurance Company in 2017-2018. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, using a technology platform provided by Envestnet and custody services from Pershing.

Michael Savastano is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He also operates Savastano Insurance and Financial Services, a DBA used to offer New York Life and other insurance and investment products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains predominantly non-discretionary assets under management, working within the New York Life affiliate structure.

Staci Fall is a financial advisor at Equity Services, Inc. with 26 years of industry experience. She holds Series 65, Series 63, and Series 66 designations. Her prior experience includes roles at Santander Securities, LLC, Santander Bank, NA, and Commonwealth Financial Network. Outside of her advisory work, she serves as attorney-in-fact under a durable power of attorney for a family member. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading.

Afsana Jahan is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Foreside Fund Services, Balanced Rock Investment Advisors, and Boston Impact Initiative. Jahan serves as an Investment Committee and Advisory Board Member for Envest Microfinance Cooperative, an impact investment fund manager providing financing to microfinance institutions in developing countries. Focus Partners Wealth serves a diverse client base, including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a comprehensive range of services and employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with external managers and a broad array of investment options.

Richard Pignone is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services Advisors, and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Jennifer Stoller is a financial advisor with Empower Advisory Group in Merrimack, NH, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Gwfs Equities, Inc. since 2017 and previously spent 10 years at Fidelity and Fidelity Investments. Outside of her advisory role, she is an independent consultant for Agnes and Dora and sells makeup through a direct sales company, Younique. 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’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Matthew Staples is a financial advisor at Citizens Securities, Inc. in Salem, NH, holding the Series 66 designation with 13 years of industry experience. Prior to his current tenure at Citizens Securities, he worked for Best Buy Corporation for 11 years. 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 and a Managed Account program, and it operates as a broker-dealer and insurance agency.

James Hoppe is a financial advisor with Empower Advisory Group in Manchester, NH, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

James Monahan is a CFP® professional with 11 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at Granite Ginkgo Financial Planning, LLC, Financial Strategies Retirement Partners, and Acorn Financial. Monahan is based in Nashua, NH. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Kaleigh Hayes is a financial advisor at Eagle Strategies (New York Life) with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Eagle Strategies and affiliated firms since 2026. Prior to that, she held various roles at TD Bank and its affiliates from 2016 to 2026, and worked in the hospitality industry from 2013 to 2016. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Patrick McGuiness is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, and Bank of America. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Connor Townsend is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Third3rd Financial Partners LLC, Blueprint Financial Partners, LLC, and Fairway Group LLC, alongside his ongoing roles at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Townsend also operates Blueprint Financial Partners, LLC, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Taube is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. He is also the owner of The Taube Wealth Management Group, a non-investment-related support company based in Manchester, NH. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Gene Noel is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Merrill and Fidelity, where he worked from 2004 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach integrates financial planning with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered alongside Empower’s recordkeeping and administrative platforms.

John Olson is a CFP®-credentialed financial advisor with Commonwealth Financial Network, based in Andover, MA, bringing 50 years of industry experience. He has been with Commonwealth and Olson Financial Group since 1994. Outside of his advisory role, Olson has been involved in fixed insurance sales since 1982. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance, while offering multiple program structures including discretionary model portfolios and personalized indexing options.

Matthew Bausch is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds the Series 66 designation and is based in Londonderry, NH. Bausch has been with Commonwealth Financial Network since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Victor Batu is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Bottomline Technologies, Inc., and Dow Jones-Factiva Inc. before joining TD Private Client Wealth LLC and TD Bank N.A. in 2026. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Frank Rosano is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Retirement Financial Group, NYLIFE Securities LLC, and New York Life. Outside of advising, he serves on a Little League board of directors and volunteers as a basketball referee. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Donald Brusca is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Steward Partners Investment Solutions, LLC and Raymond James Financial Services Advisors Inc. He is based in Andover, MA. 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, offering a range of investment advisory and financial planning services.