Brian Coneeny is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior work includes roles at Coneeny Investment Management and Axial Financial. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while offering multiple program structures and discretionary model portfolios.

Valerie Bouraphael is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2017, following prior roles at Santander Securities LLC and Santander Bank NA. 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 both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Steven Potwin is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Santander Bank, and TD Bank. He is also a member of the Greater Monadnock Collaborative and serves as a notary public. 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 provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

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.

John Pallaria is a CFP® with 27 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2003. Outside of his advisory work, he teaches financial planning courses preparing candidates for CFP certification at several institutions and serves as president of the Cobbetts Pond Improvement Association, a nonprofit focused on maintaining water quality in his local community. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory 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.

Elizabeth Erickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016, as well as prior positions at Cuna Brokerage Services, Inc. and UBS Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners with various advisory programs focused on asset allocation, contribution rates, and retirement age guidance. The firm employs proprietary tools from Morningstar Investment Management and provides both managed portfolios and non-discretionary recommendations to a large client base.

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.

Kaitlyn Stathopoulos is a financial advisor at TD Private Client Wealth LLC with 5 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC since 2020. Prior to this, she has worked at TD Bank N.A. since 2007. 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. The firm uses a mix of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Kieth Tong is a CFP® professional with 24 years of industry experience, currently serving at Citizens Securities, Inc. since 2017. His prior roles include positions at Bank of America, Merrill, Mass Mutual Investors Services, Norton Financial Services, Commonwealth Financial Network, Fidelity, and Waddell & Reed. 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 provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Danisha Gonzalez is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Greater Lawrence Family Health Center from 2015 to 2018 before joining GWFS Equities, Inc. in 2018. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and client savings rates within an environment closely tied to Empower’s recordkeeping and administrative platforms.

William Heines is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Cetera, CCR Wealth Management, and GWFS Equities. Heines also serves as a retirement consultant for CCR Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, employing a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Steven Travaglini Sr. is a financial advisor with Guardian Life in Nashua, NH, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Guardian Life since 1997 and has also operated the Bechard Insurance Agency since 1986. Outside of his advisory role, he sells non-Guardian insurance products through a separate insurance services business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

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.

Rebecca Vanossenbruggen is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Cellular Sales of Knoxville Inc. since beginning her career in 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds and ETFs, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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. He holds a Series 63 designation and has 44 years of industry experience. His career includes long-term roles with NYLife Securities LLC since 1982 and New York Life Insurance Company since 1971. Neville also operates Neville Financial Group, focusing on life annuities, variable, and mutual products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored advisory solutions across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Jeremy Lathrop is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Cco Investment Services Corp, TD Ameritrade, Inc., and 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. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, alongside managed account programs and commission-based brokerage services.

Zakeriah Nabulsi is a CFP® with 17 years of industry experience and is affiliated with Empower Advisory Group. She has worked at Great West Life & Annuity Insurance Company since 2008 and has been involved with the University of Massachusetts Lowell since 2004. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. 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.