Matthew Boyle is a CFP® with 24 years of industry experience, currently serving at Empower Advisory Group. His previous roles include positions at GWFS Equities, Voya Financial Advisors, Waddell & Reed, Peoples Securities Inc., and Peoples United Bank. Outside of his advisory work, he serves on the board of the NH Children’s Health Foundation, coaches youth soccer with the Hopkinton Soccer Club, acts as a referee for the New Hampshire Soccer Referee Association, and supports the Hopkinton Library Foundation as a board member. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach focuses on integrated financial planning tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Morse is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside the financial sector. Morse holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Brett Walker is a financial advisor with Commonwealth Financial Network in Salisbury, NH, holding a Series 63 designation and 28 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

David Armstrong is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes a long tenure at Lincoln Financial Advisors and Lincoln Financial Securities Corporation spanning nearly two decades before joining Valic. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services across a large advisor network.

Paola Bayne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. Her work history is primarily with TD Bank N.A. and TD Private Client Wealth LLC since 2017, with a brief role at Hobby Lobby in 2016-2017. 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 employs strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Richard Evans is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2015 to 2026. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures that combine in-house manager selection with third-party models and advisor discretion.

Rosanne Kane is a financial advisor at Guardian Life with 18 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities for 17 years. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

Louie Gott III is a financial advisor with Carson Wealth, holding a Series 65 credential and 28 years of industry experience. He has been involved with CWM, LLC since 2023 and previously operated ZeroCelsius Wealth Studios, Inc. and his own tax preparation service, L Ross Gott III Professional Services. Outside of advising, he has maintained a sole proprietorship focused on tax preparation since 1988. CWM, LLC is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee-driven approach and providing access to customized portfolios and alternative investments.

Jennifer Wilcox is a Series 65-licensed financial advisor at Mariner with 18 years of industry experience. She previously worked at Taylor, Cottrill, Erickson and Associates, Inc. for five years before joining Mariner Wealth Advisors in 2021. Wilcox is also a partner in Wilcox Cushing LLC, an investment-related business based in New London, NH. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

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.

Thomas Robb is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 24 years of industry experience. He has worked at Benjamin F. Edwards since 2014 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved with Speedway Safety Services, specializing in emergency care and fire suppression for racetracks in New England. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, brokerage, and consulting services, employing both proprietary and third-party investment strategies with an internal trading desk and a unique operational structure that includes custody and clearance services.

Joseph Dupree is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at First Citizens Bank and CIT Bank. From 2015 to 2021, Dupree was associated with the Montshire Museum of Science. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and invests using proprietary strategies combined with third-party model portfolios, supported by in-house equity and fixed-income trading and custody services.

Andy Xenakis is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on understanding the financial needs and priorities of individuals and families. He collaborates with clients to build and maintain financial plans aimed at achieving their goals. Andy has held various roles at Fidelity Investments since 2009, including Regional Vice President of Managed Accounts, Regional Planning Consultant, Investment Solutions Consultant for Managed Accounts, and Retirement Relationship Manager. His extensive experience spans financial representation, retirement solutions, investment solutions, and managed accounts. His career at Fidelity Investments demonstrates a progression of leadership and expertise in financial advisory services, supporting clients through comprehensive financial planning and investment management.

Stuart Bronson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Cambridge Investment Research Advisors and related entities since 2013 and was previously with Mass Mutual Investors Services for 15 years. Outside of his advisory role, he has experience as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Melissa Leintz is a CFP® and Series 66-licensed financial advisor with Edward Jones in New London, NH, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, and operates under a fiduciary standard.

Elizabeth Hodgdon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Mass Mutual Life Insurance and MML Investors Services, as well as operating as a self-employed advisor. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple platform options.

Philip Estabrook III is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and possessing 51 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008, following a decade at A.G. Edwards & Sons, Inc. Estabrook serves on the boards of the Newport Library Arts Center and the Newport Charitable Fund, providing guidance on investment and charitable giving. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.