Rachel Faris is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has been with First Command Financial Planning, Inc. since 2017. Prior to that, she worked at Dennis Eakin Kia for one year. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Gregory Zini is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. Prior to this, he worked at Wedbush Securities Inc. from 2014 to 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a variety of advisory programs and investment management solutions that combine firm-developed and third-party strategies with periodic oversight.

Jack Putnam is a Series 66 licensed advisor with four years of industry experience. He is currently with OSAIC Institutions, Inc. and concurrently associated with NH Trust since 2026. His prior experience includes roles at Edward Jones, Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, Axa, and FV Storm. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer model with access to alternative investments and lending 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.

Timothy Bonisteel is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for 16 and 17 years, respectively. He is based in Epsom, New Hampshire. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Walter Goss III is a financial advisor with OSAIC Institutions, Inc. in Concord, NH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Northway Bank, LPL Financial, Santander Securities, and MassMutual. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments. The firm’s advisors provide both advisory and brokerage solutions, primarily managing predominantly non-discretionary assets.

Lois Parker is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2016, following seven years at Wedbush Morgan Securities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a combination of proprietary and third-party investment models with ongoing oversight by an Investment Strategy Committee.

Christopher Denn is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. and Great West Life & Annuity Insurance Co. since 2010. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Stephen O'Callaghan is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes a decade at CCO Investment Services Corp. and current roles at both Ledyard Bank and OSAIC Institutions. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm employs a network of investment adviser representatives who use a combination of fundamental and technical analysis, third-party due diligence, and various financial products to implement portfolios, with a notable emphasis on non-discretionary assets.

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.

Christopher Murphy is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked at Empower Advisory Group since 2026 and previously was employed with GWFS Equities from 2019. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Craig Smith is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at Granite Investment Advisors, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and provides integrated tax, accounting, and administrative CFO services that are uncommon for a firm of its size.

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.

Renrick Pesce is a CFP® professional with nine years of experience in financial advising. He is currently with Mariner and previously held roles at CITY NATIONAL BANK, RBC Capital Markets, Fidelity Brokerage Services, AXA Advisors, and John Hancock entities. His background also includes experience outside finance, having worked at both Lyft and Uber. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal management team and third-party allocations, with a notable integration of tax and accounting services uncommon for a firm of its size.

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.

Scott Coulter is a CFP® with 31 years of industry experience, currently serving at OSAIC Institutions, Inc. in Concord, NH. His prior roles include positions at Citizens Securities, Inc. and Ledyard National Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm is notable for its extensive network of investment adviser representatives and a predominance of non-discretionary assets under management.