John Pickowicz is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and its affiliated entities from 2015 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jaimie Sousa is a CFP® and holds a Series 66 license with 12 years of experience in the financial advisory industry. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Independence Financial Advisors, Cambridge Investment Research Advisers, and The Foundry Financial Group. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing investment management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.

Samarjit Shankar is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at The Colony Group, LLC and Bank of New York Mellon. Shankar serves voluntarily on the boards of the Appalachian Mountain Club and Randolph Church, providing strategic guidance on investment trends for their endowments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Jennifer Riel is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. She has one year of industry experience and previously worked at The Investment Center, Inc. She has also been involved in municipal roles with the towns of Epsom, Alton, and New Durham in New Hampshire. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms, using both firm- and third-party models tailored to client risk profiles.

Cody Steed is an advisor at Osaic Institutions, Inc. with Series 66 credentials and three years of industry experience. His prior work includes roles at NHTrust and Sherwin Williams, as well as a position at Franklin Pierce University. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, employing a hybrid adviser/broker-dealer structure and providing access to alternative investments and lending solutions.

Sophie Bluestein is a financial advisor at Mariner based in Concord, NH, holding a Series 65 designation. She joined Mariner in 2023 and has prior experience at Insulet Corporation and several other employers. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through customized investment management, financial planning, and retirement consulting. The firm features discretionary portfolios supported by an internal management team and third-party managers, along with integrated tax, accounting, and financial wellness services.

Thomas Galante is a financial advisor with Commonwealth Financial Network and co-owner of Granite Capital Advisors. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including prior roles at Cetera and the Bank of New Hampshire. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, trading, compliance, and technology services.

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.

Carlo Follo is a financial advisor at Empower Advisory Group with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Gwfs Equities, Inc. since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers services through an integrated model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Kathleen Leclair is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with OSAIC Institutions, Inc. and has held previous roles at Ledyard Bank and TD Bank, N.A., including TD Private Client Wealth LLC. 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 offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a mix of discretionary and non-discretionary accounts.

Kevin Bishop is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 designations and 11 years of industry experience. He has been affiliated with Bankers Life and its related entities since 2004. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Zenaida Blanchard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Bankers Life, she worked in various roles including positions at Hypertherm Associates and Dartmouth-Hitchcock Medical Center. She also serves as an insurance agent with Bankers Life and Casualty, focusing on life insurance, long-term care, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis. The firm integrates investment advisory with affiliated broker-dealer and insurance services, concentrating on individual clients rather than institutional or charitable organizations.

Michael Vander Hook is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining TD, he held roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside the financial sector, he owns and operates Freight Motion, a sales business based in Austin, Texas. 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 with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custodial services through its managed account programs.

Zachary Magistro is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 66 licenses. He has seven years of industry experience and has previously worked at firms including NH Trust, M&T Bank, LPL Financial, and Bank of America. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model that emphasizes both discretionary and non-discretionary account management.

Megan Swanson is a financial advisor with Citizens Securities, Inc. in Concord, NH, holding a Series 66 designation and eight years of industry experience. She previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. 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, operating as a broker-dealer and insurance agency.

Sean Tole is a financial advisor with Brookstone Capital Management LLC in Concord, NH, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes roles at Davis Wealth Management, Northway Bank, Infinex Investments, and MAN Investments Inc. Outside of financial advising, he works part-time as a ski instructor at Waterville Valley Resort during the winter months. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Kyle Marceau is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Equity Services, he spent over a decade with Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Josh Bordis is a financial advisor with OSAIC Institutions, Inc. in Concord, NH, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at several firms including NH Trust, Citizens Securities Inc., Ameriprise, and Citizens Bank. Outside of his advisory role, he owns a business involved in buying and selling tangible goods. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates with a hybrid adviser/broker-dealer structure and delegates investment management to its representatives while offering a distinctive service and distribution model.

John Weeks III is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Colony Group, Harvest Capital Management, Merrill, and Banc of America Investment Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Bruce Adams Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Bankers Life entities since 1997, including roles at Bankers Life Securities, Inc. and Bankers Life and Casualty, Inc. Outside of advising, he assists with maintenance tasks related to rental properties owned jointly with his wife. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies, working with a variety of securities and offering ongoing portfolio management aligned with clients’ goals.