Jeffrey Withington is a financial advisor at Citizens Securities, Inc. in Nashua, NH, with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at TIAA and TIAA-CREF for ten years. Outside of advising, he is a partner in a family business overseeing property in Jamestown, RI. 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 advisory offerings include a digital advisory program and a separate Managed Account program.

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 65 and Series 63 licenses and 14 years of industry experience. He has been with Principal Financial Services and Principal Life Insurance Company since 2017. In addition to his advisory role, Forte serves as a bank officer at Principal Bank and Principal Trust Company, where he supports retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through 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.

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. with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Fidelity Investments and EPISERVER. Prior to his financial advisory career, he was employed at Avid Technology, Inc. for over two decades. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary investment programs alongside a broker-dealer distribution model.

Matthew Acheson is a financial advisor with Kestra Advisory, holding a Series 66 designation and 25 years of industry experience. He has worked at Kestra Advisory since 2016 and previously at Axa Advisors. Outside of his advisory role, he is involved in registered representative activities under a DBA name and manages investment advisory services through Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm serves a broad client base including large institutional investors and uses multiple management platforms and third-party solutions within its supervisory framework.

Nicholas Marrone is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 16 years of industry experience, including 11 years with Empower Financial Inc. and one year with Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services.

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.

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 with 26 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been 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 registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, supported by extensive operations, technology, and compliance resources.

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.

Karen Weinhold is a financial advisor with TD Private Client Wealth LLC who holds a Series 66 designation and has 12 years of industry experience. She has worked at TD Bank N.A. since 2005 and has been with TD Private Client Wealth LLC since 2013. 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, utilizing strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Nicole Guarino is a financial advisor with Empower Advisory Group in Nashua, NH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She previously worked at GWFS Equities, Inc. and Fidelity Investments from 2015 to 2017. Outside of her advisory role, she owns and oversees operations at a family-owned deli and catering business. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors, their participants, and retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account options within plan lineups selected by plan sponsors.

Kevin Mckinnon is a CFP® with 28 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at Infinex Investments, Inc. and Pentucket Bank since 2006. Outside of finance, he serves as an officer for Salem Family Resources, an early childhood education organization, where he assists with budgeting and event planning. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through a range of advisory and brokerage services. The firm offers customized advisory engagements, financial planning, ERISA plan services, and access to alternative investments, with a notable emphasis on non-discretionary asset management and integrated solutions via its network of investment adviser representatives.

Brian Pirri is a CFP® with 18 years of experience and is currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Connectus Wealth Advisers, NEIRG Wealth Management, Purshe Kaplan Sterling Investments, and New England Investment & Retirement Group. He is also principal of Business Succession Advisers, LLC, where he provides strategic planning for business exit plans. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s long-term investment approach incorporates tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with private and registered funds.