Jeffrey Withington is a CFP® and ChFC® affiliated with Citizens Securities, Inc. in Nashua, NH, with 34 years of industry experience. He previously worked at TIAA and TIAA-CREF for 10 years. Outside of his advisory role, he is a partner in a family property management LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, with a focus on ETF-based portfolios and a combination of discretionary and non-discretionary business models.

Michael Golosovker is a financial advisor with Eagle Strategies (NY Life) based in Hollis, NH. He holds Series 63 and Series 65 licenses and has 13 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. He operates Champion Financial Strategies & Insurance Solutions, focusing on brokering non-registered insurance products. Golosovker is also a passive investor in Noteworthy Chocolates, LLC, a company offering custom engraved chocolates. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and primarily manages assets on a non-discretionary basis within the New York Life affiliate structure.

Jesenia Interiano is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has seven years of industry experience, including roles at GWFS Equities and Putnam Investments, and has a background connected to the College of the Holy Cross. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Gregory Forte is a financial advisor with Principal Financial Services in Bedford, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2017. Additionally, he serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Sean Mcbrine is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at OSAIC and USI Consulting Group. He has also been involved with Capital Advisory Group, LLC, where he supported client meeting preparation and documentation. 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, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

John Clymer is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2012, following eight years at Ameriprise. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. Its advisory offerings include a digital advisory program and a Managed Account program, with a focus on ETF-based portfolios and discretionary portfolio management.

Sharon Pollard is a Series 66-credentialed financial advisor with 28 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has previously worked at Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.

William Greenough Jr. is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Voya Financial Advisors in 2024, he worked at Fidelity Investments in multiple roles from 2019 to 2024 and spent over two decades at Avid Technology, Inc. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations, combining in-house and external strategies with technology tools, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Terri Harbour is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at Citizens Securities since 2010. Her prior experience includes positions at LPL Financial, Ifmg Securities, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

Matthew Acheson is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has 26 years of industry experience, including prior roles with Axa Advisors and Kestra Investment Services. Outside of his advisory work, Acheson is involved in real estate investment and ownership alongside his client-focused activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving approximately $79.8 billion in assets under management.

Ethan Whipple is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Citizens Securities, he held positions at Commonwealth of Massachusetts, Keenan Financial, and Amazon. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Nicholas Marrone is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Empower Financial Inc since 2015 and Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to selected IRA and brokerage account holders. The firm uses an integrated approach connected to Empower’s administrative platforms, focusing on long‑term portfolio returns and client savings rates.

Michael Persons is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA. He holds the Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Fairway Group, LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Additionally, he is appointed as an insurance broker with outside carriers, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Bailey Bishop Jr. is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Eagle Strategies since 2017 and is currently associated with M.Y. Core Financials, LLC. Bishop serves on the board of the Essex County Estate Planning Council and is president of the North Atlantic Audi Club, a regional organization for Audi enthusiasts. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a broad range of investors and plan sponsors, delivering tailored solutions through multiple program types within an integrated New York Life affiliate structure.

Genevieve Rowell is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Securities, Inc. in Hudson, NH. She has worked at Citizens Securities since 2018, following an eleven-year tenure at CruCon Cruise Outlet. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, utilizing both discretionary management and a digital advisory platform.

Roberto Solano Jr. is a financial advisor at Steward Partners Investment Advisory, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Raymond James Financial Services. Outside of his advisory role, he serves as trustee of his sister’s irrevocable special needs trust and is an officer of his condominium association. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of discretionary and non-discretionary portfolio management solutions.

Erik Olson is a CFP® professional affiliated with Commonwealth Financial Network, based in Andover, MA, with 27 years of industry experience. He has been associated with Olson Financial Group and Commonwealth Financial Network since 2003. His other business activities include fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeffrey Mason is a financial advisor at Eagle Strategies (NY Life) with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has been associated with Eagle Strategies since 2002. Mason is the sole proprietor of Mason Financial Group, which sells group life, health, dental, and disability products to employers and companies. He also serves on the board of directors for the Squires Glen Condominium Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis through a variety of program types.

Craig Eaton is a certified public accountant affiliated with Integrated Wealth Concepts LLC, where he has worked for three years. He has prior experience with Granite Peak Associates, Inc. and Moody, Famiglietti & Andronico, spanning over two decades. His professional background includes accounting alongside his financial advisory roles. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Paulson Edum is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and has previously worked at firms including Fidelity Investments, Equity Services Inc, and Cetera. Outside of his advisory role, Edum serves as Treasurer and Chair of the Finance Committee for the NAACP Manchester Branch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a range of proprietary and third-party investment portfolios combined with ongoing financial planning and reporting support.