Jordan Roman is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Bank N.A. and its affiliated entities since 2016. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Kenneth Lahey is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 licenses. He has 19 years of experience in the industry, including prior roles at Fidelity Personal and Workplace Advisors and Fidelity. Kenneth has been with Empower Financial Services since 2019 and joined Empower Advisory Group in 2025. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Peter Frisch is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory and Raymond James Financial Services, among others. Outside of advisory work, he manages Penn Packet, LLC, which owns and operates a Swan 53 sailboat. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Peter Morin is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Third3rd Financial Partners LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he serves as president of a local BNI chapter, where he manages weekly meetings and leadership activities. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm delivers advice and solutions tailored to client objectives across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Joseph Perusse is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Atlantic Planning Group, Eagle Strategies, and Edward Jones. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs as well as brokerage and insurance services. The firm offers a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Daniel Taylor is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and currently based in Nashua, NH. He has professional experience at Mahogany Advisors and Rise North Capital, alongside his current role at Foundations Investment Advisors. Taylor's career also includes positions outside the financial industry, such as working at Danvers Hardware. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing strategy.

Alyssa Watson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with TD Bank N.A. since 2017 and was previously involved in the hospitality sector with Moorings Inn and Mansell Boat Rentals. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Nicole Jalbert is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles with TD Private Client Wealth LLC, TD Bank N.A., New York Life Insurance Company, and NYLIFE Securities LLC. Prior to entering financial services, she worked at Massachusetts General Hospital for five years. 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. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Brad Kelley is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of his advisory work, he owns a website selling sports cards and works as a delivery driver. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, incorporating both affiliated and third-party managers.

John Diamond is a CFP®-designated financial advisor with 24 years of industry experience, currently with Commonwealth Financial Network since 2016. He previously spent 10 years at Eagle Strategies (NY Life). He also conducts fixed insurance sales under the name Prudence Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets, offering a broad platform of managed-account programs, third-party asset management, and custody services.

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, she served as a Premier Advisor at Citizens Bank from 2019 to 2021 and held the position of Licensed Banker at Citizens Bank from 2017 to 2019. In her role, Sahar partners with clients and their families to develop comprehensive financial plans that align with both short-term and long-term goals. She focuses on providing financial education and guidance to help clients feel confident in their financial futures. Outside of her professional work, Sahar engages in personal interests such as cooking and baking, participating in family activities, fitness, outdoor adventures, scuba diving, and traveling.

Jeffrey Becker is a financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held positions at VF Corporation (Timberland), Akcel Partners, and worked in consulting and entrepreneurial ventures including Becker Consulting and Becker Carpet and Flooring. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Lindsey Belo is a financial advisor at Edward Jones with three years of industry experience. She previously worked at Align Credit Union for two years and Granite State Credit Union for eight years. Lindsey holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dennis Demuth is a CFP®-certified financial advisor at OSAIC with 29 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in its portfolio management.

Sarah Akel is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She has held several roles within Fidelity Investments, including Relationship Manager (2024-2025), Investment Solutions Representative (2023-2024), High Net Worth Service Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Sarah is passionate about partnering with individuals, families, and business owners to develop and maintain financial plans that adapt to changing goals and circumstances. She aims to provide clients with confidence and peace of mind regarding their short- and long-term financial objectives. Sarah holds an Arkansas Insurance License. Outside of work, she enjoys cooking and baking, participating in family activities, fitness, snowboarding, traveling, and yoga.

Michael Balogh is a financial advisor at OSAIC with Series 63 and Series 65 credentials. He has been in the industry since 2024, with prior experience at Franklin Templeton and Boston Partners Financial Group LLC, as well as roles outside finance including at BrightView Senior Living LLC and North Andover Public Schools. OSAIC serves a wide range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Susan Stitham is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1997. Outside of her advisory role, she teaches yoga, spin, and strength classes on an occasional basis at Hampshire Hills Athletic Club in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including model portfolios for intermediary platforms and serves as an adviser to registered investment companies and fund-of-funds.