Robin Morrell is a CFP® with 35 years of industry experience, currently serving at First Heartland Consultants, Inc. He has previously worked at Ameriprise Financial Services Inc, Flatiron Financial Group, and LPL Financial, LLC. Outside of his advisory role, Morrell teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Timothy Mullin is a financial advisor at Keel Point, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Keel Point in 2025, he worked at Wingate Wealth Advisors, Fidelity Brokerage Services, and Nutter Payroll and Tax Services. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, including high-net-worth and family office clients, as well as institutional investors and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to guide portfolio management and offers a range of strategies including discretionary and non-discretionary management, financial planning, and corporate retirement consulting.

Nicholas Davis is a Series 66 credentialed advisor at Blueprint Financial Advisors with 13 years of industry experience. His prior roles include positions at Hemlock Creek Wealth Management, Raymond James Financial Services, and Edward Jones. Outside of financial advising, he is a partner in Anxiety Guys LLC, a coaching business focused on reducing PTSD and anxiety for individuals and corporations. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework across diversified asset classes to manage client portfolios.

Sarah Davis is a financial advisor with Blueprint Financial Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Edward Jones and Raymond James Financial Services. In addition to her advisory duties, she is a licensed insurance agent with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that manages approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Todd Fischer is a CFP® professional with 27 years of industry experience, currently associated with Citizens Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and serves as a trustee for The Jitterbug Irr Trust, managing the scheduling and upkeep of a summer cottage. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency with a range of discretionary and non-discretionary services.

William Greenough Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has four years of industry experience. Prior to joining VOYA in 2024, he worked at Fidelity Investments for four years and has background experience in executive development and technology firms. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on recommendation-based advice and both advisory and broker-dealer roles.

Scott Fishman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory role, he is a co-owner of Cinagogue LLC, a film production company based in Seattle, WA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a range of investment programs including discretionary model portfolios and customizable solutions.

Alex Lapointe is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. and operated The Blue Moose Cafe for seven years. 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 select retail brokerage clients. The firm offers financial planning through an integrated model that emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.

Nicholas Johnson is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Lincoln Financial Advisors and Sammons Financial Group. Outside of his advisory work, he is an owner of a rental property. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Jayna Todisco is a Series 66-licensed financial advisor with Transamerica Financial Advisors, bringing 20 years of industry experience. Her prior work includes 16 years at Lincoln Financial Network and roles at OSAIC and WFGIA. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

James Freeman is a financial advisor with Empower Advisory Group in New Boston, NH, holding Series 63, 65, and 66 licenses and has 32 years of industry experience. Since 2015, he has been affiliated with GWFS Equities, Inc. 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 through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Jeremiah Kennedy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Hornor, Townsend & Kent since 2021 and has prior experience including roles at Scott Christensen and Northwestern Mutual Investment Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and integrates third-party asset managers within its supervisory framework.

Rosanne Kane is a financial advisor at Guardian Life with 18 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities for over 15 years. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Gregory Robidoux is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior positions include roles at Empower Retirement and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through integrated financial planning services connected to Empower’s recordkeeping and administrative platforms.

William Cahill is a CFP® professional with 40 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously spent three years at VOYA Financial. Outside of his advisory work, he is involved in purchasing and selling baseball cards and comic books online. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides comprehensive adviser platforms, including managed-account programs, third-party asset manager access, and custody services.

Macgregor Maitland is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, Commonwealth Financial Network, and Signator Investors, Inc. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through personalized and third-party managed portfolio solutions.

Peter Coulon is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at companies including Cadaret Grant & Co., Inc. and Lincoln Financial in various capacities over nearly 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

John Sinclair Jr. is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at GWFS Equities, Inc. since 2014. Outside of his advisory role, he operates a business selling discounted products, primarily books, toys, and seasonal items, on Amazon. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, as well as to Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Todd Leo is a financial advisor with Ameriprise in Milford, NH, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as a past president on the board of the Rotary Club of Milford and works as a SCUBA assistant instructor. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.