Paul Lefevre III is a financial advisor at Brookwood Investment Group with nine years of industry experience. He holds Series 65, Series 63, and Series 66 designations. Prior to joining Brookwood in 2025, he worked at Redwood Private Wealth, Secure Investment Management, and Retirement Wealth Advisors. Outside of his advisory role, Lefevre is the owner and principal of an insurance sales business, Snug Harbor Financial & Insurance Services, operating under the name Retirement Income USA since 2009. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a customized investment approach using a range of strategies and manages approximately $1.25 billion in assets as of the end of 2025.

Joseph Polychronis is a financial advisor with Integrity Advisory Solutions in Rochester, NH, holding a Series 65 credential and two years of industry experience. He has worked previously at firms including Tucker Asset Management LLC and operated his own business, Polychronis Financial Services, which provided retirement planning, tax preparation, and insurance services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisers, utilizing both discretionary and non-discretionary strategies with access to various investment platforms and third-party managers.

James Barrett V is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has been with Grimes & Company since 2015. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diverse investment strategies, including mutual funds, ETFs, individual securities, and alternative managers, and offers specialized services such as an affiliated private investment vehicle and work for other advisers and governmental clients.

Michael Dalleo is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Equities Corporation for five years. In addition to his advisory work, he is a published author of fiction and serves as Grand Knight for his local Knights of Columbus council, a volunteer role involving community fundraising and events. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs, utilizing strategic and tactical approaches supported by an Investment Management & Research team.

Tyler Kretschmar is a Series 65 credentialed financial advisor with one year of industry experience, currently with Integrity Alliance, LLC. He previously worked at Lincoln Investment and Capital Analysts and has additional experience with Gateway Retirement Solutions. Tyler is also an insurance agent with American Senior Benefits, where he services and meets with clients. Integrity Alliance is a large advisory network serving a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and various investment programs through advisor-managed accounts, model portfolios, and third-party sub-advisers.

Joseph Quinn Jr. is a financial advisor with Integrated Wealth Concepts LLC in Dover, NH, holding a Series 66 designation and 24 years of industry experience. He has worked at Lincoln Financial Advisors and LPL Financial and has been affiliated with Leone, McDonnell & Roberts, PA, a CPA firm, for over two decades. He serves as Vice President and a member of the Board of Directors at Exeter Country Club. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with mutual funds, ETFs, equities, and fixed income using a primarily long-term investment approach.

John Clymer is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2012. 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 and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Matthew Herman is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment, Capital Analysts, Questar Asset Management, and other firms. Outside of advisory services, he is involved in several business ventures including ownership interests in boat service operations and real estate holding companies. Integrity Alliance serves a wide range of clients including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm offers comprehensive portfolio management and financial planning services, utilizing various investment strategies and platforms to meet diverse client needs.

Paul Kageleiry is a financial advisor with Eagle Strategies (New York Life) based in Dover, NH. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, working with NYLife Securities Inc. and New York Life Insurance Company since 1987. Outside of his advisory role, he serves as president of the Central Commons Condo Owners Association, managing community-related matters. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Caleb Allen is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has worked with firms including Equitable Advisors, Eagle Strategies, and New York Life. Outside of his advisory role, he serves as Treasurer for the Lions Club of Dover-Rollinsford-South Berwick, a local charitable organization. Guardian Life's affiliated firm, Park Avenue Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs with discretionary and non-discretionary options and incorporates both proprietary and third-party models.

John Kageleiry is a financial advisor with Empower Advisory Group in Dover, NH, holding Series 66 and Series 63 credentials and 17 years of industry experience. He previously worked at Origin Medical, Stonewall Kitchen, and Verium Planning and Asset Management. Kageleiry is a passive owner of two commercial real estate LLCs but does not actively manage these entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Richard Wasson III is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Gateway Retirement Solutions, Lincoln Investment, and Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and fundraiser director for a non-profit Little League baseball organization. Integrity Alliance serves a broad client base ranging from individual investors to corporations and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options through a large network of advisors managing approximately $5.4 billion in client assets.

Wesley Labelle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, each for seven years, and at Questar Asset Management and Questar Capital Corporation for three years. Outside of his advisory role, he is a part owner of Gateway Property and Casualty, an insurance firm, and has ownership interests in a marine services business and real estate ventures. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of independent advisers managing roughly $5.4 billion in client assets, offering portfolio management, financial planning, and both wrap and non-wrap programs with a range of investment approaches and third-party manager referrals.

Matthew Ouellette is a CFP® with 23 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has been with Infinex Investments, Inc. since 2008. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, wrap fee programs, alternative investments via the CAIS platform, and lending and cash-management options.

Michael Panagoulias is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He previously worked at LPL Financial for 10 years before joining D.A. Davidson in 2023. Outside of his advisory role, he serves as a head coach for a seventh-grade boys basketball team in the MSAD #35 School District in Eliot, Maine. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized advisory services under fiduciary standards, with a notable presence in municipal advisory and underwriting activities.

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.

Daniel Sweetland is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory roles, he has been involved with Gateway Retirement Solutions as a Wealth Management Associate. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm operates a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and third-party manager referrals through various platform-based investment approaches.

Joseph Perusse is a financial advisor with Citizens Securities, Inc. in Rochester, New Hampshire. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Citizens Securities in 2019, he was affiliated with NYLIFE Securities LLC and Atlantic Planning Group, among others. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a range of advisory solutions, including a digital advisory program and managed accounts, while operating as a broker-dealer and insurance agency.

Katherine Carlson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior work includes roles at AXA Advisors, Mass Mutual Investors Services, and Baystate Financial. She serves as President of the Northwood Historical Society, organizing board meetings and community programs. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Andrew Hooper is a financial advisor at Edward Jones in Rochester, NH, holding the Series 66 designation with one year of industry experience. His prior work experience includes roles at Lowe’s Home Improvement and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.