William Whelton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2012 and also works at Middlesex Savings Bank. His other business activities include fixed insurance sales conducted from a branch office. 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, providing operations, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Josh Dreseris is a financial advisor with RBC Rochdale, LLC, holding a Series 66 credential and 16 years of industry experience. He has worked previously at BNY Mellon Advisors, Inc., BNY Mellon Securities Corp., Pershing LLC, and Lockwood Advisors, Inc. Since 2025, he has been with CNR Securities, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and municipal entities. The firm employs an active, multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to construct tailored portfolios.

Craig Johnson is a CFP® professional with 21 years of industry experience, currently serving at Citizens Securities, Inc. since 2019. Prior to joining Citizens Securities, he worked at Ameriprise Financial Services, Inc. from 2016 to 2019 and had a brief tenure at Bedford High School in 2019. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, alongside its broker-dealer and insurance operations.

Timothy Dunn is a financial advisor with Empower Advisory Group in Andover, MA, holding Series 63 and Series 66 designations and having nine years of industry experience. He has worked at GWFS Equities, Inc. since 2016 and was self-employed for one year prior. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates, serving a large participant base with point-in-time planning and managed account solutions.

Michael Gagerges is a financial advisor with Empower Advisory Group in Nashua, NH, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Gwfs Equities, Inc. since 2005. Outside of finance, he works part-time with a family-owned general contracting business. 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 delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Matthew Stead is a financial advisor at Allworth Financial, L.P. in South Hampton, NH, holding a Series 65 designation with six years of industry experience. Prior to joining Allworth Financial in 2026, he worked for Sachetta & Callahan, LLC for 12 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies including core-satellite, index allocations, and specialized models such as Buffered Equity ETFs and options-based overlays, and manages privately offered funds.

Chris Hernandez Mata is a financial advisor at Empower Advisory Group with Series 63 and Series 65 designations and four years of industry experience. He has held positions at several firms, including F.H. Cann & Associates and Massachusetts Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within a structured recordkeeping and administrative platform.

Steven Mcbee is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and 18 years of industry experience. He has worked at Empower Financial Services since 2015 and joined Empower Advisory Group in 2026. 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 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 and client savings rates.

Curt Martens is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TD Private Client Wealth, he worked at Edward Jones and held various roles in different industries including education and retail. 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 platform that combines strategic and tactical asset allocation with offerings from both affiliated and third-party sub-managers.

Cameron Holland is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He previously worked at Edward Jones from 2009 to 2025 before joining Commonwealth and founding Open Road Wealth Advisors. Holland holds a Series 66 designation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including custom portfolio solutions, third-party asset manager access, and retirement plan consulting, supported by in-house investment management, technology, and compliance resources.

Jamie Swasey is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GenX Financial LLC and Transamerica Retirement Solutions. In addition to his advisory role, Swasey serves as Director of Retirement Plan Services at Spencer Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a variety of managed account programs, third-party asset manager access, and comprehensive advisory support services.

John Pallaria is a financial advisor with Principal Financial Services in Windham, NH. He holds the CFP® designation and Series 63 license and has 26 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2003. Outside of his advisory role, Pallaria serves as president of the Cobbett’s Pond Improvement Association, a nonprofit focused on maintaining local water quality, and teaches financial planning courses preparing candidates for CFP certification at several institutions, including Boston University and Kaplan Financial Services. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel worldwide. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment 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.

Caleb Harty is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked with Eagle Strategies since 2015 and operates Harty Financial, which sells New York Life products and brokers non-registered insurance products. Outside of advising, Harty is involved in several activities including volunteering with the Red Cross, owning Andover Cider Co, and serving on the NOLS Alumni Advisory Council. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm works with a variety of investors and plans, offering multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Danisha Gonzalez is a financial advisor at Empower Advisory Group with seven years of industry experience. She currently holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2018, following three years at Greater Lawrence Family Health Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated service model leverages its recordkeeping and administrative platforms to deliver long-term focused financial plans and optional managed account solutions.

William Heines is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera, CCR Wealth Management, and Gwfs Equities. Heines also serves as a retirement consultant at CCR Wealth Management. 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 utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Melissa Mulloy Mecozzi is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 19 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2014 and previously worked at Raymond James Financial Services, Inc. She serves as the Head Coach for the Massachusetts Institute of Technology Rifle team. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory and financial planning services with a platform that includes both proprietary and third-party portfolio management solutions.

Matthew Remis is a financial advisor at Farther with 13 years of industry experience. He previously worked at Morgan Stanley, SVB Wealth LLC, and NewEdge Wealth. Outside of his advisory role, he serves on the board of North Andover Youth Baseball, is a founder of a synagogue in his town, and has been a member of the Beth Israel Deaconess Finance Committee for nearly 15 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke allocations and algorithmic model portfolios with automatic rebalancing.

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.

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.