Brendan Brady is a financial advisor at Mariner with Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley Smith Barney, and Leumi Investment Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios supported by in-house research and external managers, and offers integrated tax, accounting, and family office services uncommon for a large advisory enterprise.

Brett Walker is a financial advisor with Commonwealth Financial Network in Salisbury, NH, holding a Series 63 designation and 28 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

David Armstrong is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation spanning nearly two decades. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Rebecca Murzin is a financial advisor with Bankers Life Advisory Services, Inc. in Concord, NH, holding Series 65 and Series 63 licenses and four years of industry experience. She has been associated with various Bankers Life entities since 2019 and was previously owner of Fish Tails Bait and Tackle, a retail business. Additionally, she serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., recruiting and training insurance agents. 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 fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

William Hutchens Jr. is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent four years at Granite Investment Advisors and 22 years at Hutchens Investment Management Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing customized discretionary portfolios supported by in-house research and third-party managers.

Darren Howcroft is a financial advisor with Commonwealth Financial Network and co-owner of Granite Capital Advisors, LLC. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to his current roles, he worked at Cetera, Bank of New Hampshire, and Cetera Investment Services LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Paola Bayne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. Her work history is primarily with TD Bank N.A. and TD Private Client Wealth LLC since 2017, with a brief role at Hobby Lobby in 2016-2017. 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 employs strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Cristopher Ettinger is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several First Command entities since 2015. Previously, he was involved with Toppen Solutions LLC from 2015 to 2017. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, delivering investment solutions using model portfolios and third-party managers from approved universes.

Toni Ann Ciampaglione is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at NH Trust and Infinex Investments since 2021 and was previously with Commonwealth Financial Network for 19 years. Ciampaglione is involved with the Brattleboro Sunrise Rotary, where she participates in charitable fundraising activities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer model and offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions.

Erica Simpson is a Series 66-licensed financial advisor with two years of industry experience. She is currently with OSAIC Institutions, Inc. and has held positions at Ledyard Bank and Fidelity Investments. Prior to her finance career, she worked in academic roles at the University System of New Hampshire, Rivier University, and Southern New Hampshire University. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 combines discretionary and non-discretionary assets.

Nicholas Macdonald is a Series 65-credentialed advisor at Mariner with 11 years of industry experience. He worked at Granite Investment Advisors from 2015 to 2021 before joining Mariner Wealth Advisors, where he has been since 2021. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and retirement plan consulting, utilizing customized discretionary portfolios supported by both internal teams and third-party managers.

John Finnegan III is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Focus Partners Wealth, LLC and previously spent six years at Granite Financial Partners. He serves as a board member of the Concord Community Music School, which offers musical experiences to foster community connections. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial planning, and investment management through a long-term, tax- and fee-sensitive approach that blends active and passive strategies along with private funds.

Rosanne Kane is a financial advisor at Guardian Life with 18 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities for over 15 years. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Matthew Wineriter is a ChFC® with 26 years of experience in financial advising, currently serving at First Command Advisory Services since 2015. He has been associated with related First Command entities since 2000. He is also president of Mashloch, Inc., an S-Corporation used as the corporate structure for his financial advising practice. First Command Advisory Services is an SEC-registered investment adviser focused on individuals, corporate, and charitable clients, with particular attention to active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Susan Heinrich is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at Ledyard Bank, Citizens Securities, Inc., Santander Securities LLC, LPL Financial, and other firms. 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 under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary management options.

Victor Soucy Jr. is a financial advisor at Mariner with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Granite Investment Advisors, Inc. for 10 years before joining Mariner Wealth Advisors in 2021. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable capabilities in tax integration and employer financial wellness solutions.