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.

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. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Bankers Life Advisory in 2026, he has worked with affiliated entities Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty since 2004. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerance, and time horizons.

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 at TD Private Client Wealth LLC with credentials including Series 66 and Series 63 licenses and one year of industry experience. Prior to joining TD, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2025. Outside of his advisory role, he is the owner of Freight Motion, a sales-related business based in Austin, Texas. 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 investors. The firm utilizes a combination of affiliated and third-party sub-managers within its portfolio construction and offers financial planning support along with custody and reporting services.

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.

Sean Tole is a financial advisor at Brookstone Capital Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Davis Wealth Management, Northway Bank, Infinex Investments, and MAN Investments Inc. Outside of advising, he works as a part-time ski instructor during winter months at Waterville Valley Resort. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

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.

Tucker Twardosky is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has served as a hockey official with Seacoast Hockey Officials since 2024 and has been involved in the restaurant business with Dw Diner since 2022. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis methods to develop customized asset allocations and portfolio management aligned with client goals and risk tolerances.

Jebalakshi Arnold is a CFP® and Series 65 licensed advisor with 21 years of industry experience. She is currently with The Colony Group, LLC and previously worked at Harvest Capital Management Inc., Daintree Advisors LLC, and Calibre Advisory Services Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Brendan Brady is a financial advisor at Mariner with Series 65 and Series 63 credentials and seven years of experience. He previously worked at RBC Capital Markets, Morgan Stanley Smith Barney, and Leumi Investment Services. Brendan joined Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolios that combine in-house research with third-party managers and provides integrated tax and administrative family office services.

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.

Shara Little is a financial advisor with Empower Advisory Group in Concord, NH, holding Series 63 and Series 66 credentials and 22 years of industry experience. Her career includes roles at GWFS Equities, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Outside of advising, she owns a business called For the Love of Dog, which makes and sells dog food. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail clients, delivering services through integrated platforms focused on long-term portfolio returns and annual rebalancing.

Stephen Davis is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2016, alongside leading Davis Wealth Management, LLC, where he is involved in insurance sales and retirement workshops. Prior to these roles, he spent a decade at SG Davis Financial Group, LLC. Brookstone Capital Management is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm delivers fee-based asset management and financial planning primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supported by a turnkey asset management platform and a large advisor network.

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.