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.

John Pallaria is a CFP® with 27 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2003. Outside of his advisory work, he teaches financial planning courses preparing candidates for CFP certification at several institutions and serves as president of the Cobbetts Pond Improvement Association, a nonprofit focused on maintaining water quality in his local community. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele including individual investors, retirement plans, trusts, estates, and business entities. 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 under various advisory and promoter arrangements.

Matthew Morin is a financial advisor with Empower Advisory Group in Londonderry, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Empower Retirement 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 IRA and retail brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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.

Peter Coulon is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at companies including Cadaret Grant & Co., Inc. and Lincoln Financial in various capacities over nearly 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

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.

Zachary Stevens is a financial advisor with Empower Advisory Group in Salem, NH. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including his current role at GWFS Equities since 2017. 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 are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Daniel Soucy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Infinex Investments Inc. since 2019 and Nationwide Advisory Services from 1999 to 2019, alongside a long tenure with Nationwide Insurance Co. since 1999. Outside of advisory work, he markets Medicare supplement and long-term care insurance and serves as a notary public and justice of the peace in New Hampshire. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and providing clients options for discretionary or non-discretionary account management.

Christopher Murphy is a financial advisor at Empower Advisory Group in Derry, NH, holding Series 66 and Series 63 credentials with seven years of industry experience. He has worked at gwfs equities since 2019 and had prior roles at Tranzact and eHealth Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and collaborates closely with affiliated Empower entities in delivering its services.

Brian Keane is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Keane is also the owner of Prolman & Keane Financial, LLC and volunteers as a coach for youth sports teams and serves on the board of a local youth soccer club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Corey Landry is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Ameriprise Financial Services, Edward Jones, Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he co-owns Not Your Average Brick Brothers, a business focused on buying and reselling items on Amazon, primarily LEGO products. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and delivers services including portfolio management, financial planning, and custody through third-party custodians.

Jordan Roman is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Bank N.A. and its affiliated entities since 2016. 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.

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.

Alyssa Watson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with TD Bank N.A. since 2017 and was previously involved in the hospitality sector with Moorings Inn and Mansell Boat Rentals. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Brad Kelley is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of his advisory work, he owns a website selling sports cards and works as a delivery driver. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, incorporating both affiliated and third-party managers.

Jean Delgado is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, UBS Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, Morgan Keegan & Company, and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering investment advisory, financial planning, pension consulting, and managed account programs.