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.

Jamie Swasey is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GenX Financial LLC and Transamerica Retirement Solutions. Outside his advisor role, he supports retirement plan management as Director of Retirement Plan Services at Spencer Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a comprehensive platform with managed-account programs, third-party asset manager access, and custody services, supporting clients with a range of investment options and model portfolios.

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.

Stephen Blanchette is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2022 and previously from 2008 to 2022. He also leads The Blanchette Financial Group, which he co-owns and operates. Outside of his advisory work, Blanchette serves as a member and director of the board at the Newburyport Five Cents Savings Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer tailored portfolio solutions including discretionary model portfolios and various personalized program structures.

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.

Sheila Stehlin is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Newburyport, MA. She has 20 years of industry experience and has been with Commonwealth since 2015. Outside of her advisory role, she is a part owner of Port Capital Management, Inc. 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 back-office support, including operations, trading, technology, investment management, and compliance services.

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.

Christopher Connelly is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 22 years of industry experience. He co-owns One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance services. His prior experience includes roles at Cetera Advisor Networks, Voya Financial Advisors, Transamerica Capital, Princor Financial Services, and Principal Life Insurance. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its Investment Management and Research team and a robust operations and technology platform.