Joseph Polychronis is a financial advisor with Integrity Advisory Solutions in Rochester, NH, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Tucker Asset Management LLC and operating his own firm, Polychronis Financial Services, which offered retirement planning, tax preparation, and insurance services. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes both fundamental and technical analysis alongside multiple asset-allocation frameworks.

James Barrett V is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Grimes & Company since 2015 and previously worked at Commonwealth Financial Network. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and a range of securities and third-party managers, and also offers trustee services through an affiliated entity.

Michael Dalleo is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 37 years of industry experience. He previously worked at Legend Equities Corporation, Valic Financial Advisors, and Waddell & Reed. Outside of his advisory role, he is a published fiction author and serves as Grand Knight for the Knights of Columbus, organizing community events and fundraising. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Tyler Kretschmar is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He previously worked at Lincoln Investment and Capital Analysts. Additionally, he is an agent with American Senior Benefits, providing insurance services to clients. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a mix of discretionary accounts, model portfolios, and third-party sub-advisers.

Joseph Quinn Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and previously spent a decade at Lincoln Financial Advisors. Quinn also serves as Vice President and a member of the Board of Directors at Exeter Country Club in Exeter, NH. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term investment approach.

Matthew Herman is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with Integrity Alliance, LLC and has previously held roles at firms including Lincoln Investment and Questar Asset Management. Outside of advising, he is involved in multiple business ventures including ownership interests in an insurance and real estate holding company as well as a marine service business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, employing various investment approaches through discretionary accounts, model portfolios, and platform access.

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 the Series 63, Series 65, and Series 66 designations. Prior to joining Guardian Life in 2026, he worked at Equitable Advisors, Eagle Strategies, NYLIFE Securities, New York Life Insurance Company, and several other firms. Outside of his advisory work, Allen serves as treasurer for the Lions Club of Dover-Rollinsford-South Berwick, a local charitable organization. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

John Kageleiry is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity and VERIUM Planning and Asset Management. 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, delivering 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 24 years of industry experience currently with OSAIC Institutions, INC. He has been associated with Infinex Investments, Inc. since 2008. Based in South Berwick, ME, he holds a Series 63 registration. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm employs a hybrid adviser/broker-dealer model and offers customized advisory services, including access to alternative investments and lending solutions.

Michael Panagoulias is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including 10 years at LPL Financial prior to joining D.A. Davidson in 2023. Outside of his advisory work, he serves as head coach for seventh grade boys basketball for the MSAD #35 School District in Eliot, Maine. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services from retirement plan advisory to private wealth management for high-net-worth clients.

Adam Stojanowski is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Cambridge Savings Bank, Equitable, and Natixis Global Associates. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

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 Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Integrity Alliance, he held positions at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory career, he has experience working with community organizations and small businesses. Integrity Alliance is a large advisory network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers a range of investment and planning services through advisor-managed accounts, model portfolios, and third-party managers, supported by its dual registration as both an SEC-registered investment adviser and broker-dealer.

Katherine Carlson is a financial advisor at Equitable Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, MetLife Investment Fund Services, and Baystate Financial. Outside of her advisory role, she serves as president of the Northwood Historical Society, where she oversees board meetings and helps organize community programs. Equitable Advisors serves a wide range of clients, from individuals to corporations and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models, including third-party and proprietary 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.

Richard Driscoll is a financial advisor at Osaic Wealth, Inc. with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Everbank and Securities America Advisors, Inc. Driscoll is also involved in life insurance and annuity sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios incorporating a wide range of investment products.

Aaron Hobart is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Fidelity Investments, Robert Half Financial & Accounting, Cetera Investment Services, and Regions Bank. Outside of his advisory work, he is a member and co-owner of Matty and the Penders LLC, a musical endeavor based in Northwood, NH. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across various custody platforms.