Patrick Mckallagat is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 66 licenses and with 18 years of industry experience. He has worked at Eagle Strategies since 2013 and also operates under the DBA Third / 3rd Financial Partners, LLC, focusing on selling New York Life products and brokering non-registered insurance products. Additionally, he is a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Christopher Murphy is a financial advisor with Empower Advisory Group in Derry, NH, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Empower Advisory Group since 2026 and previously at GWFS Equities, Tranzact, and eHealth Insurance. 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 retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

David Visini is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several financial institutions including JPMorgan Chase Bank and Santander Bank. Outside of finance, he teaches tap dancing several times a week at Refine Dance Studio, a family-owned business. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management, while also conducting commission-based brokerage and non-discretionary business.

Brian Keane is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Keane is also the owner of Prolman & Keane Financial, LLC and volunteers as a coach for youth sports teams and serves on the board of a local youth soccer club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nathaniel Smith is a financial advisor with Empower Advisory Group in North Andover, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has worked at GWFS Equities, Inc. since 2013. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing while serving a large participant base relative to its advisor count.

Grace Moleski is a CFP®-certified financial advisor with six years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at Pathstone Family Office, Ameriprise Financial Services Inc, and GEN Financial Management Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Donald Boisvert is a ChFC® credentialed financial advisor with 41 years of experience at Equity Services, Inc. in Manchester, NH. He has been with Equity Services since 1985 and has also been engaged with National Life Insurance Company since 1983, focusing on sales of life, disability, health, long-term care insurance, and annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios to deliver a mix of long-term and specialized investment strategies.

Amy Erazo Interiano is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets and Digital Federal Credit Union. 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’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns through proprietary and third-party planning methodologies.

Brandon Lund is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at ALDI Inc. from 2014 to 2017. Brandon is based in Salem, New Hampshire. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Joseph Trainor is a CFA® charterholder with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at Municrest Investment Management Company and Boston Hill Advisors. Trainor is a full-time dual employee of U.S. Trust Company, the parent company of UST Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Robert Reynolds is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and one year of experience in the industry. Prior to his current role, he has held multiple positions at TD Bank since 2021 and worked in the service industry with Applebee's and Burger King. 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 offers portfolio management through various TD-branded portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Brian Gaumont is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at Santander Securities, LLC, Santander Bank, NA, LPL Financial, and Edward Jones. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary business lines, including a digital advisory program and a Managed Account program.

Corey Landry is a CFP® and Series 66 credentialed advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at Ameriprise Financial Services, Edward Jones, Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he co-owns Not Your Average Brick Brothers, a business focused on buying and reselling items on Amazon, primarily LEGO products. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and delivers services including portfolio management, financial planning, and custody through third-party custodians.

Ramon Cervantes is a financial advisor with Eagle Strategies (NY Life) based in Andover, MA, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Fairway Group, LLC. He serves as a board member on the UU First Parish of Chelmsford Board of Investment, reviewing investments managed by an outside adviser. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

William Olson is a financial advisor with Eagle Strategies (NY Life) in Andover, MA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at GWFS Equities and Raymond James Financial Services. Outside of his advisory work, he volunteers in a local bowling league, helping establish rules, set teams, and manage events. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jordan Roman is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Bank N.A. and its affiliated entities since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Peter Frisch is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory and Raymond James Financial Services, among others. Outside of advisory work, he manages Penn Packet, LLC, which owns and operates a Swan 53 sailboat. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Joseph Perusse is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Atlantic Planning Group, Eagle Strategies, and Edward Jones. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs as well as brokerage and insurance services. The firm offers a digital advisory program featuring ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Daniel Taylor is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and currently based in Nashua, NH. He has professional experience at Mahogany Advisors and Rise North Capital, alongside his current role at Foundations Investment Advisors. Taylor's career also includes positions outside the financial industry, such as working at Danvers Hardware. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing strategy.

Thomas Sileo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Commonwealth since 2018 and owns Geodesic Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options, while enabling advisors to construct client portfolios from diverse securities and insurance products.