Michael Ventura is a financial advisor at Independence Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Independence Financial Advisors since 2011. Ventura also serves on the boards of several nonprofit organizations, including the New Hampshire Charitable Foundation and the Spaulding Youth Center, where he is chairman of the board. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering separately managed account portfolio management and financial planning services. The firm uses defined model allocations and an internal approved list of securities, managing most portfolios on a discretionary basis while accommodating client-imposed restrictions.

Charles Wagner is a financial advisor at StoneX Advisors Inc. with 22 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at StoneX Securities Inc. since 2019. He is also the owner of 1st Choice Retirement Planning, where he has been involved in insurance sales including life, annuity, and property and casualty insurance since 2005. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm employs a variety of advisory models and third-party money managers, supporting multiple account structures and investment restrictions through platforms such as Envestnet and Advyzon.

Steve Palmer is a financial advisor with New Edge Wealth who holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at NHTrust, Infinex Investments, Securities America, MetLife Securities, and New England Securities. He serves as a board member for Families in Transition, a nonprofit focused on preventing homelessness. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, and institutional clients. The firm emphasizes asset allocation and investor behavior in its investment approach and combines independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics.

James Barrett V is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Grimes & Company, INC. since 2015 and was previously with Commonwealth Financial Network for one year. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, and it also serves other advisers as a sub-advisor.

Tyler Bennett is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has worked at AlphaStar and Abbott Bennett Advisory Services, among other roles. Outside of finance, he is involved with Pyrotechnico, a fireworks display and sales company, where he serves as a licensed technician. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services, using strategic asset allocation and quantitative analysis in its investment approach.

Michael Boswak Jr. is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Transamerica Financial Advisors, Signator Investors, and IC Advisory Services. Outside of his advisory role, he owns Frontier Financial Group, which provides fixed insurance sales and tax preparation services. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment approaches through various platforms and third-party manager programs.

Geoffrey Tuthill is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at Independence Financial Advisors, Northwestern Mutual Wealth Management Company, Fidelity Investments, and other firms. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party allocations, while providing integrated tax and accounting support uncommon among large advisory enterprises.

Cameron York is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked in various physical therapy roles across multiple organizations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through discretionary and non-discretionary wrap programs, utilizing strategies managed internally and by third-party managers.

Todd O'Connell is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2016 and has worked in insurance sales and management at Bankers Life and Casualty since 1998. He also manages and trains insurance agents in addition to his advisory role. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to develop tailored investment strategies and offers access to various securities through both wrap and non-wrap programs.

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.