John Pagliuca is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at TIAA-CREF since 2025, following prior roles at TIAA and Boston Advisors, LLC. Pagliuca serves on the boards and finance committees of several nonprofit assisted living and nursing care facilities operated by the Carmelite Sisters. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing retirement plan relationships. The firm offers model and customized portfolio management within a fiduciary framework while also advising a donor-advised fund sponsored by Charityvest.

Christopher Wilde is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked previously at The Colony Group, Connectus Wealth, NEIRG Wealth Management, New England Investment & Retirement Group, and SCS Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

David Lewis is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes roles at Edward Jones, LPL Financial LLC, Camden National Bank, Morgan Stanley, and TD Ameritrade. Lewis serves as a trustee for the William Searls Foundation, which provides scholarship funds to local students. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency with an integrated bank ownership structure.

Joshua Sanchez is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has one year of industry experience, including prior roles at RBC Capital Markets, LLC and Bar Harbor Bank and Trust. Outside of finance, he is the sole proprietor of Tongues Out Hockey Classic, a hockey tournament business that he operates with friends. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning.

Michael Barry is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Citizens Securities since 2009. Outside his advisory role, Barry serves as a Player Agent on the Board of Directors for Goffstown Junior Baseball. Citizens Securities serves retail clients, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Gregory Gonynor is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Citizens Securities, he worked at Santander Securities, LLC and NYLIFE Securities LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.

Daniel Grossman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth Financial Network since 2004, with a period at Acorn Financial, LLC, and Financial Strategies Retirement Partners. Outside of his advisory work, Grossman provides life coaching services through Affinity Coaching. 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 offers various advisory programs and support services, including model portfolios managed by its Investment Management and Research team, and provides operations, trading, technology, and compliance support to affiliated advisors.

Thomas Deblasio is a financial advisor with Commonwealth Financial Network, bringing 20 years of industry experience. He has been a partner at Luca, DeBlasio & Co., Inc., a CPA firm, since 2003 and has maintained his own CPA practice since 1994. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Jason Hevey is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. Outside of his advisory work, he serves as CEO of Marathon Wealth Management, a firm focused on holistic wealth planning including investment, insurance, estate, and legacy planning. 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, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Jharid Pratt is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has been affiliated with Granite Peak Associates since 2012, where he also practices as a CPA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Christopher Kelliher is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 66 licenses and is based in Windham, NH. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Eric Vacca is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with TIAA-CREF and its related entity, TIAA-CREF Individual & Institutional Services, LLC, since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized portfolios managed under client-approved investment policies.

Willie Ramirez is a financial advisor with Empower Advisory Group in Lawrence, MA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Gwfs Equities, Inc. since 2010. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Alexander Friganza is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 66 licenses. He has worked in the financial services industry since 2021, including roles at TD Bank, J.P. Morgan Securities, and Wells Fargo. Prior to his financial career, he was involved in restaurant management with Greene Turtle and Nicks Tuscan Grill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Nathaniel Clark is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Athas Capital Group. Before entering financial services, he worked in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program partnered with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kevin Henderson is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at The Financial Advisors, LLC and Woodside Wealth Management LLC. He also has experience at Raytheon Technologies and Grant Thornton LLP. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and uses a combination of proprietary asset-allocation modeling and third-party independent managers.

Regina Moreira is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at TD Bank N.A., Bank of America, Merrill, Prudential Insurance Company of America, and Pruco Securities, LLC. Outside of advisory work, she is a co-owner of a family rental property. 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 customers, offering portfolio management, financial planning, and access to multiple investment vehicles through its affiliated and third-party managers.

Bernard Boucher is a financial advisor at Brookstone Capital Management LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at Brookstone since 2017, following eight years at Kalos. In addition to his advisory work, he owns and operates a tax preparation business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm emphasizes a platform approach, supporting a large advisor network with back-office and turnkey asset management services.

Carol Esposito is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. She has worked at Esposito Financial Group under Commonwealth Financial Network since 2006, with previous experience at Masconomet Regional School District and Esposito Law Office. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

John Akoury is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2014. Akoury also engages in offering insurance products beyond those provided through Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.