Daniel Mulkern is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds the Series 66 designation and previously spent 21 years at VIGILANT Capital Management, LLC. Outside of his advisory work, he is a co-member of Market View, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on customized portfolio construction and operational support.

Love Olowu is a financial advisor at TD Private Client Wealth LLC in Portsmouth, NH, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various TD Bank and TD Private Client Wealth entities since 2019, as well as prior experience at Sunrun and Verizon. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to a range of investment products through affiliated and third-party managers.

Briar Golden is a CFP® professional with 21 years of industry experience, currently serving at Citizens Securities, Inc. Prior to this, Briar worked at Mass Mutual Investors Services and MetLife Securities Inc. Briar also holds a Notary Public position. 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 discretionary managed accounts and a digital advisory program that uses ETF-based portfolios tailored by proprietary algorithms.

Sheila Stehlin is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Newburyport, MA. She has 20 years of industry experience and has been with Commonwealth since 2015. Outside of her advisory role, she is a part owner of Port Capital Management, Inc. 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 back-office support, including operations, trading, technology, investment management, and compliance services.

Andrew Wolcott is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2022. He serves on the board of directors for Reach for the Top Therapy Services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Erika Sullivan is a CFP® professional with 18 years of industry experience, currently with Steward Partners Investment Advisory, LLC. Her career includes roles at Steward Partners Investment Solutions and Raymond James Financial Services. She is based in Portsmouth, NH, and is involved as a team member of The Sedoric Group. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Joseph Pombriant is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2003. Outside of his advisory role, Pombriant runs a coaching program for financial representatives that involves monthly calls and periodic conferences. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing both proprietary and third-party investment strategies across multiple account types.

Evan Arnold is a financial advisor with Commonwealth Financial Network in Newburyport, MA, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Port Wealth Management since 2020, and has prior experience at Glaukos and Avedro, Inc. Arnold is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and investment management through various program structures and discretionary model portfolios.

Justin Delaney is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A., Citizens Securities, Inc., Citizens Bank, Winchester Savings Bank, and infinex Investments, Inc. His current tenure at TD Private Client Wealth LLC and TD Bank N.A. began in 2021. 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 utilizes a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services via third-party custodians.

Christopher Connelly is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 22 years of industry experience. He co-owns One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance services. His prior experience includes roles at Cetera Advisor Networks, Voya Financial Advisors, Transamerica Capital, Princor Financial Services, and Principal Life Insurance. 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 a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its Investment Management and Research team and a robust operations and technology platform.

John Rice is a CFP® with 34 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held roles at Steward Partners entities since 2016 and previously worked at Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and managed account services.

Soner Uguz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at GWFS Equities, TLT Cleaning, Speedway, Camme Transportation, and Flightline Inc. Outside of financial advising, he has been involved in janitorial services and contract security work. 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.

Jonathan Dooda is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and multiple investment strategies tailored to client objectives.

Robert Carrigg Jr. is a Certified Financial Planner® with 30 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and its related entities, having worked at Steward Partners and prior to that at Raymond James Financial Services, Bank of America, and Merrill. Outside of his advisory role, he serves as Secretary-Trustee of the Trust Funds for the Town of Rye, NH, and advises on portfolio management for New Hampshire Public Radio. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account services to individuals, institutions, and charitable organizations through a range of proprietary and third-party solutions.

Hannah Santy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. She is currently with Hightower Advisors, where she has worked since 2023. Prior to joining Hightower, she worked at Vigilant Capital Management, LLC, Penobscot Financial Advisors, and Foster Victor Wealth Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Paul Stonge is a financial advisor with Commonwealth Financial Network in Kingston, NH, holding a Series 63 designation and 43 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1995 and Prudential Insurance Company since 1981. Outside of his advisory role, he is involved in 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 broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Marino Babcock is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Harbour Capital Corporation and Coca Cola Bottling Company of Northern New England. Outside of advisory work, he is involved in a family business, Icehouse Trees, where he serves as an employee and manager. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of advisory and portfolio management services through both proprietary and third-party solutions.

Michael Gallagher is a CFA® charterholder with two years of experience at Hightower Advisors and twelve years prior at Wellington Management Company, LLP. He is based in Portsmouth, NH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and private funds.

Christopher Reaney is a CFP® with 32 years of experience in the financial services industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has previously worked with Raymond James Financial Services. In addition to his advisory role, he is involved with Highwater Wealth Group, providing investment management support. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Stephen Coopersmith is a CFP® with 12 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2021. Prior to joining NewEdge, he worked at Mid Atlantic Financial Management and NewDay Solutions. He conducts advisory services through NewEdge Advisors, doing business as Crescent Wealth Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.