Cynthia Kordys is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2013. Outside of advising, she serves as a Trustee of Trust Funds for the Town of Swanzey, NH, where she reviews municipal trust funds and investment policies. Centaurus Financial provides advisory and brokerage services to individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis with both discretionary and non-discretionary arrangements.

Amanda Stone is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities and Citizens Securities, among other financial institutions, before joining TD Private Client Wealth in 2026. TD Private Client Wealth LLC provides 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 various TD Managed Portfolios and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Michael Kapiloff is a ChFC® with 12 years of experience at Money Concepts Capital Corp and over four decades at Kapiloff Insurance Agency, Inc., where he serves as Vice President. He is also a board member of a local organization in Keene, New Hampshire. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment approaches, integrating fundamental and technical analysis with modern portfolio theory.

Jessica Lapollo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Steward Partners in various capacities since 2016, and prior to that, she was with Raymond James Financial Services and Wells Fargo Advisors. Lapollo serves as a board member for Big Brothers Big Sisters of Franklin County. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services, including proprietary Steward Partners solutions and third-party money manager selections.

Michael Caslin is a financial advisor at SPC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Blueprint Financial Advisors. Caslin is also involved in the sale of non-variable insurance products through various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice through multiple account programs.

Scott Ringland is a financial advisor with Money Concepts Capital Corp in Keene, NH, holding a Series 63 designation and over 34 years of industry experience. He has worked with Money Concepts Capital Corp since 1994 and owns Ringland Wealth Advisors, LLC, an insurance agency offering life, fixed annuity, long-term care, disability, and health products. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and investment approaches combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Steven Potwin is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Wealth Management Company and Santander Bank. Potwin is a member of the Greater Monadnock Collaborative and serves as a notary public. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both discretionary and non-discretionary investment solutions, including a digital advisory program and managed accounts.

Carl Gravina is a CFP® with 24 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of his advisory duties, he is the owner of Monadnock Capital Group and holds fractional ownership in Stowe Mountain Lodge. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients through a range of advisory and portfolio management programs, including personalized and discretionary solutions, leveraging due diligence coordinated with major custodial partners.

Matthew Toepfer is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF in 2019, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2010 to 2018. Outside of his advisory role, Toepfer is the owner and president of Arrow Tile Distributors, Inc., a retail and wholesale tile business, and serves as a board member of the Brattleboro Museum & Art Center. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides ongoing portfolio management with customized and model-driven strategies, acting as adviser to donor-advised funds and operating within a vertically integrated group using affiliated funds.

Amy Frechette is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Green Mountain Power and New Chapter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, supported by a large nationwide network of financial advisors and branch offices.

Brian Royal is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Universal Technical Institute and Lincoln Technical Institute. Outside of his advisory role, he coaches softball at Conant Middle School and is involved with the Jr Swampbats baseball organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of roughly 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Therrien is a financial advisor at Edward Jones in Keene, NH, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he held ownership and partner roles in several private companies, including The Melanson Company, Inc., Timberwolf Manufacturing Corp, and various other business ventures primarily in real estate and insurance. Therrien is involved in entrepreneurial activities encompassing property management and ownership interests across multiple businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates a large national network of advisors and branch offices, combining extensive retail presence with institutional-level capabilities.

Gary Kostowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 17 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and OSAIC. He is currently based in Swanzey, NH. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm utilizes model-based strategies managed by unaffiliated asset managers and supports accounts with custodial and trade execution services through Pershing.

Timothy Doll is a financial advisor with OSAIC in Keene, NH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously at Signator Investors from 2016 to 2018. Doll is also involved with Financial Solutions Group, where he assists with sales, marketing, and fixed insurance product inquiries. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across various investment types and supports both discretionary and non-discretionary account management.

Matthew Du Bois is a financial advisor with Edward Jones in Brattleboro, VT, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in various roles, including positions at Vail Resorts at Mount Snow and Tiger Fish Restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Spencer Adams is a CFP® professional at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Valet Park of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Sara Kermenski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Cambridge and its affiliate firms since 2011 and previously worked at The Richards Group. Outside of advising, she serves as treasurer of the Marlboro Nordic Ski Club and is a board member of the Vermont Women’s Fund. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, employing a range of strategies from proprietary models to third-party managers.

Beth Ann Graf is a financial advisor with Merrill in Newfane, Vermont, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has been with Merrill since 1981. She serves as a board member of the Trustees Board for Lake Ronkonkoma United Methodist Church. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Justin Wright is a financial advisor at Edward Jones in Keene, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Pak-Now and held roles at C&S Wholesale Grocers and United Natural Foods Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services supported by a large national network of advisors and branch offices.

Joshua Houle is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Steward Partners Investment Solutions, Raymond James Financial Services, and Edward Jones. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes model portfolios supported by proprietary and third-party research.