Michael Hakoun is a financial advisor at OSAIC Institutions, INC. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Infinex Investments, Inc., Ledyard Financial Advisors, and TD Private Client Wealth LLC. Outside of his advisory role, he is involved with Vision 2918 Strategies LLC, a holding company focused on promoting children's books. 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, and access to alternative investments, operating a hybrid adviser and broker-dealer model with discretionary and non-discretionary accounts.

Bradley Michalchuk is a CFP® professional with five years of industry experience, currently serving at Carson Wealth. His prior roles include positions at Wells Fargo Advisors, The Millstone Evans Group, and Maia Wealth. Carson Wealth operates as an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers services such as discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment options.

Killian Dowd is a financial advisor with Money Concepts Capital Corp holding a Series 65 license and three years of industry experience. His prior roles include positions at Foundations Investment Advisors, LLC, Rise North Capital, and John Hancock. He is also a licensed insurance agent involved in selling life insurance products. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supplemented by third-party managers and technology platforms.

H Birkett Becker is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked with LPL Financial, LLC since 1989 and joined Private Advisor Group in 2013. Becker provides investment advisory services through Private Advisor Group, an independent registered investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that integrates technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Peter Fahey Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wheelock Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also a co-owner of Wheelock Investment Partners LLC, an entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Kristen Laundry is a financial advisor at Carson Wealth with a Series 66 designation and three years of industry experience. She has worked at firms including Cetera Wealth Services LLC, Wells Fargo Advisors, and Mascoma Wealth Management. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, and employs an Investment Committee to oversee model portfolios and provide tailored investment solutions.

Jessica Matheson is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Carson Wealth in Lebanon, NH. Her career includes roles at Wells Fargo Advisors and Clark Mortenson Agency. Jessica is affiliated with CWM, LLC, an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by model portfolio construction and ongoing portfolio oversight through an Investment Committee.

Brian Doyle is a financial advisor with Carson Wealth, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and A. G. Edwards & Sons, Inc. He co-owns Doyle & Loughman Wealth Management Group LLC and Birch Point, both investment-related ventures based in Lebanon, NH. Carson Wealth operates as an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and access to alternative investments, with investment strategies managed by an Investment Committee and supported by integrated technology and custodial relationships.

James Rushton is a financial advisor at TIAA-CREF with 32 years of industry experience. He has held registrations including Series 63 and Series 65 and has worked at TIAA-CREF since 2015, following a 17-year tenure at Fidelity. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brandon Nero is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the University of Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Nathaniel Fisher is a Series 65-credentialed financial advisor with nine years of industry experience. He has held advisory roles at Carson Wealth, Fisher Financial Advisors LLC, and Brendel & Fisher Financial Advisors, and has experience outside finance, having worked at Proctor Academy for three years. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform with over 650 advisors and manages approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, employing a committee-driven investment process and providing tailored portfolio solutions through various institutional partnerships.

Stephen Loughman is a CFP® professional with 22 years of industry experience, currently affiliated with Carson Wealth. His career includes roles at Cetera Wealth Services, Wells Fargo Advisors, and A. G. Edwards & Sons. He co-owns Doyle and Loughman Wealth Management Group and New Boston S Corp, both investment-related ventures based in Lebanon, NH. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors, offering services such as discretionary asset management, financial planning, and retirement plan management. The firm employs a model portfolio approach guided by an Investment Committee and provides tailored solutions including custom indexing and alternative investments.

Michael Dunn is a financial advisor at Beacon Pointe Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bennicas & Associates, First Dominion Capital Corp., and Dalton, Greiner, Hartman, Maher & Co., LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process, allocating across third-party independent managers and offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Nathan Karol is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, Karol is founder and president of a strategy consulting firm, serves as a volunteer board treasurer for Littleton Regional Healthcare, chairs the board of the nonprofit First Tee of New Hampshire, and works seasonally as a ski instructor. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers distinct planning services and ongoing discretionary management with fiduciary standards and operates within a vertically integrated structure that includes donor-advised fund advisory services.

Philip Mccaull is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and possessing 25 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is a 50% owner of Wheelock Investment Partners LLC, an entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michele Mardanes is a financial advisor at Carson Wealth with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Michele is currently based in Lebanon, NH. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers a range of services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs.

Nancy St Aubin is a financial advisor with Carson Wealth, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers services including discretionary asset management, financial planning, and retirement plan services, with an investment approach driven by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Jared Colin Petrizzi is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked at Bar Harbor Bank and Trust and Infinex Investments since 2018, with prior experience at Merrill, Bank of America, N.A., and Oppenheimer. OSAIC Institutions, Inc. serves 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that supports both discretionary and non-discretionary accounts.

Mitchell Stagnone is a financial advisor with Cetera and holds a Series 66 designation, bringing three years of industry experience. He is a partner at Tyler, Simms and St. Sauveur CPA’s, P.C., a firm providing assurance, tax consulting, compliance, and estate planning services. In addition to his advisory role, he is involved in several business ventures including wealth management and financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms through a large nationwide network of independent advisors.

Tyler Trout is a financial advisor at Fidelity with 3 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bank of America and Merrill. His prior experience also includes roles outside financial services, such as at the University of Maryland and Columbia Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s model portfolios draw from mutual funds, ETFs, and ETPs, supported by systematic methodologies and oversight of sub-advisers.