Alex Lapointe is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities, Inc. and previously managed The Blue Moose Cafe. 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 clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Taylor Ballou is a financial advisor with Eagle Strategies (New York Life) in Manchester, NH, holding a Series 66 designation and one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advising career, he has experience working with local businesses and community organizations, including Sea Bags and Locally Sauced. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. 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.

Douglas Wright is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 65 designation and 11 years of industry experience. He has worked at J.W. Cole Advisors since 2019 and previously at Global Financial Private Capital. Wright is also president of Wright Choice Financial Group, LLC, an insurance and advisory business he founded in 2003. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, employing a range of investment strategies implemented on either a discretionary or non-discretionary basis.

Bruce Morrison is a CFP® professional with 38 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 1989. He also owns CTS Financial, a tax preparation and accounting business in Amherst, NH. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through a variety of managed programs employing model portfolios, third-party sub-advisers, and fundamental and technical analysis.

Sarah Lavelle is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with Eagle Strategies since 2025 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Co. since 2019 and 2018, respectively. Prior to her advisory roles, she was associated with The Slocum Firm, P.C., and Concord Law School. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Megan Swanson is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. 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’s advisory options include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Chase Harkins is a Series 66-licensed advisor at TD Private Client Wealth LLC with one year of industry experience. Prior to joining TD Private Client Wealth, he worked at Raymond James Financial Services Advisors, Inc. and Duff & Associates. 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 TDIS clients. The firm’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Curtis Whitcomb is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and M&T Bank. Outside of finance, he has held roles at DoorDash and Dunkin', among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Rawad Kassem is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Citizens Securities, Inc. since 2024. He previously worked at Santander Securities, LLC and Santander Bank, NA, and spent one year at Morgan Stanley. Outside of his advisory role, he is a Notary Public and serves as power of attorney for his brother. 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 a digital advisory program with ETF-based portfolios managed via proprietary algorithms, as well as commission-based brokerage and non-discretionary services.

Leeann Martino is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for 17 years. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Gina Theodore is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation. She has no prior experience in the financial industry and has worked in various roles including bookkeeping, accounting, and positions outside finance such as automotive repair and restaurant service. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, managing approximately $4.07 billion in assets. The firm employs model-driven and asset-allocation strategies and offers both discretionary and non-discretionary programs, leveraging third-party managers and technology platforms like Envestnet.

Kevin Fisher is a financial advisor with Empower Advisory Group in Hudson, NH, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and a twelve-year tenure at Admiral Metals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s administrative platforms.

Molly Royal is a financial advisor with TD Private Client Wealth LLC in Manchester, NH. She holds a Series 66 designation and has been with TD Private Client Wealth LLC since 2026. Prior to her current role, she worked at TD Bank N.A. and has experience in various other industries including retail and manufacturing. 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’s investment approach combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.

Jhonatan White is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Charles Schwab, and Sentinel Group. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers. The firm provides portfolio management, financial planning support, and uses a technology platform from Envestnet with Pershing as the primary custodian.

David Colby is a financial advisor at Mariner Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Advisory Services, Charles Schwab, and Fidelity Investments. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, while also providing coordinated tax, accounting, and administrative CFO services.

Michael Enriquez is a financial advisor with Principal Financial Services in Amherst, NH, holding Series 63, 65, and 66 designations and bringing 22 years of industry experience. Before joining Principal Financial Services in 2017, he worked at NFP Retirement and NFP Advisor Services, LLC from 2015 to 2017. He is also a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm's insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Aram Boornazian is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. since 2015 and Putnam Investments' Putnam Retail Management since 1996. 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 and clients’ savings rates.

Jayson Spring is a CFP® with 29 years of industry experience. He has been with Citizens Securities, Inc. since 2009 and previously worked at Morgan Stanley and Morgan Stanley DW Inc. from 1999 to 2009. Citizens Securities serves a wide retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Keith Janca is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Eagle Strategies since 2022 and has a long tenure at New York Life and its affiliated entities dating back to 2003. Outside of his advisory role, Janca serves as a board member for the Mary and John Elliott Charitable Foundation, which focuses on supporting cancer care services at a local hospital in Manchester. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Patrick Gilligan Jr. is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He has worked with Gwfs Equities, Inc. since 2016. 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 account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.