Molly Royal is a financial advisor with TD Private Client Wealth LLC in Manchester, NH. She holds a Series 66 designation and has been with TD Private Client Wealth LLC since 2026. Prior to her current role, she worked at TD Bank N.A. and has experience in various other industries including retail and manufacturing. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm’s investment approach combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.

Matthew Nardone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he has experience in the hospitality industry and education. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm employs centralized technology and model solutions to manage assets across a broad client base.

Jhonatan White is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Charles Schwab, and Sentinel Group. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers. The firm provides portfolio management, financial planning support, and uses a technology platform from Envestnet with Pershing as the primary custodian.

David Colby is a financial advisor at Mariner Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Advisory Services, Charles Schwab, and Fidelity Investments. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, while also providing coordinated tax, accounting, and administrative CFO services.

Michael Enriquez is a financial advisor with Principal Financial Services in Amherst, NH, holding Series 63, 65, and 66 designations and bringing 22 years of industry experience. Before joining Principal Financial Services in 2017, he worked at NFP Retirement and NFP Advisor Services, LLC from 2015 to 2017. He is also a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm's insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Keith Janca is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Eagle Strategies since 2022 and has a long tenure at New York Life and its affiliated entities dating back to 2003. Outside of his advisory role, Janca serves as a board member for the Mary and John Elliott Charitable Foundation, which focuses on supporting cancer care services at a local hospital in Manchester. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Patrick Gilligan Jr. is a CFP® professional with 11 years of industry experience. He is currently affiliated with Gwfs Equities, Inc. and works at Empower Advisory Group in Salem, NH. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm employs an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Andrew Manuse is a financial advisor with Eagle Strategies (NY Life) based in Derry, New Hampshire. He holds Series 63 and Series 65 designations and has nine years of industry experience. Prior to joining Eagle Strategies in 2019, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Outside of his advisory role, Manuse is a pastor at First Fruits Ministries and volunteers with nonprofit organizations focused on policy advocacy and business support in New Hampshire. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through various programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Mark Leonard is a financial advisor with OSAIC Institutions, INC. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Infinex Investments, Inc. since 2013. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a variety of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser structure.

Amanda Etheridge is a financial advisor with Citizens Securities, Inc. in Salem, NH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Citizens Securities since 2010. Outside of her advisory role, she is a co-owner of an automotive maintenance business and occasionally assists with operations at a local restaurant group. 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 managed accounts, operating as a broker-dealer and insurance agency with connections to Citizens Bank, N.A.

Karen Byrne is a financial advisor with TD Private Client Wealth LLC in Nashua, NH, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at TD Private Client Wealth LLC and TD Bank N.A., as well as Santander Securities and Fidelity Brokerage Services. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Jonathan De Jesus is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He is also involved in insurance brokering for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis.

Dean Balsamo is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with TD Private Client Wealth LLC since 2016 and has also worked at TD Bank N.A. in various roles since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a blend of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services through third-party custodians.

Nathan Dempsey is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. He holds Series 65 and Series 63 licenses and has 20 years of industry experience. Dempsey has been affiliated with New York Life and NYLIFE Securities since 2003 and operates under Dempsey Financial Group since 2023. He serves as a volunteer with the Goffstown Rotary Club and is a board member of The Pinnacle Foundation, focusing on community support initiatives related to homelessness and veterans. 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 offers a range of advisory programs with an emphasis on tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at Northwestern Mutual Investment Management and Gregory Telge prior to joining TD Bank in 2018. 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. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Christopher Young is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked exclusively within the Citizens organization since 2013 across various roles at Citizens Securities and Citizens Bank. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms, alongside managed account programs and commission-based brokerage services.

Jean Peguero is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. and several other companies before joining 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 Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through integrated services tied to Empower’s recordkeeping and administrative platforms.

Michelle Guarino is a Series 65-credentialed advisor at Focus Partners Wealth, LLC with four years of industry experience. Her prior roles include positions at The Colony Group, LLC, Connectus Wealth Advisers, NEIRG Wealth Management, LLC, New England Investment & Retirement Group, Inc., and BNY Mellon. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies and offering a range of discretionary and non-discretionary services.

Paul Garozzo is a CFP® professional at Focus Partners Wealth, LLC with eight years of industry experience. His prior roles include positions at Ouellette Wealth Advisory, LLC and BNY Mellon Wealth Management. Focus Partners Wealth serves a wide range of clients including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside third-party managers, and offers integrated wealth, retirement, tax, and sub-advisory services.

Robert Trudo is a financial advisor with Valic Financial Advisors in Lawrence, MA, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Valic Financial Advisors since 2013 and also serves as an agent with Agia, focusing on non-securities insurance products. Additionally, he is the owner of The Lake Mush LLC, an inactive entity with no current operations. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and overseeing approximately $26.4 billion in discretionary assets.