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.

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 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.

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.

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.