Wheeler Crowley is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Wells Fargo Clearing. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Justin Jarvis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Stifel Nicolaus & Co Inc, and Citizens Private Wealth. He serves as Chair of the Board of Directors for Gather. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting through a network of advisors, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Joseph Quinn Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and has a long tenure at Leone, McDonnell & Roberts, PA, where he also serves as a board member and vice president of the Exeter Country Club. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolio construction using mutual funds, ETFs, equities, and fixed income, typically following a long-term approach with oversight of third-party managers.

Robert Jean is a financial advisor at Citizens Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Citizens Bank since 2020, as well as previously at Cco Investment Services Corp for ten years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides both a digital advisory platform and a managed account program, operating as a broker-dealer and insurance agency.

Matthew Herman is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with Integrity Alliance, LLC and has previously held roles at firms including Lincoln Investment and Questar Asset Management. Outside of advising, he is involved in multiple business ventures including ownership interests in an insurance and real estate holding company as well as a marine service business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, employing various investment approaches through discretionary accounts, model portfolios, and platform access.

David Sullivan is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has been with TIAA-CREF since 2014 and previously worked at Fidelity Personal Trust Company and Fidelity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Paul Stevenson is a financial advisor at TLG Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including The Leaders Group, Inc., Tower Square Securities, Smith Companies, and Fidelity Mutual. Outside of his advisory role, he operates a business providing appraisals of privately held securities and businesses. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Paul Kageleiry is a financial advisor with Eagle Strategies (New York Life) based in Dover, NH. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, working with NYLife Securities Inc. and New York Life Insurance Company since 1987. Outside of his advisory role, he serves as president of the Central Commons Condo Owners Association, managing community-related matters. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Noah Behrend is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Analysts, Lincoln Investment, and Royal Alliance Associates. Outside of advisory work, he is the owner of Birch Tree Benefits, a business focused on group benefits and individual insurance sales and service. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management and financial planning through a large network of independent advisors, utilizing a range of investment approaches and third‑party platforms.

Jacob Heins is a CFP® professional with seven years of industry experience currently working at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Ameriprise Financial Services Inc. and LPL. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified investment approach that combines passive and active management with quantitative and fundamental analysis.

Donna Failla is a financial advisor with Citizens Securities, Inc. in Hampton, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes positions at Citizens Bank and Northwestern Mutual. She is also a Notary Public. 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 provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency within the Citizens Bank enterprise.

Matthew Grabowski is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, with one year of industry experience. His prior work includes positions at Anheuser-Busch and Boston Beer Works. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.

Katrina Kowalski is a financial advisor with Integrated Wealth Concepts LLC, holding CPA credentials and two years of industry experience. She previously worked at Auerr, Zajac & Associates for nine years and operated her own CPA practice before joining Integrated Wealth Concepts. She is also a partner at Onpoint Tax & Consulting, PLLC, a CPA firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Matthew St. Onge is a financial advisor with Commonwealth Financial Network in Kingston, NH. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he was associated with Harbour Capital Corporation and worked at the University of New Hampshire. Outside of financial advising, he has engaged in industrial shelving installation as a general laborer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a broad range of managed-account programs, third-party manager access, and custody and clearing services, supporting advisors with both discretionary and nondiscretionary portfolio solutions.

Gregory Rasmussen is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. and EBSCO Information Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Caleb Allen is a financial advisor with Guardian Life in Dover, NH, holding Series 63, 65, and 66 licenses and 10 years of industry experience. He previously worked at firms including Equitable Advisors, Eagle Strategies, and New York Life. Allen serves as Treasurer for the Lions Club of Dover-Rollinsford-South Berwick, a local charitable organization. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory programs.

Michael Caraglia is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2019. Prior to that, he was employed at The Guyton Group and attended the University of New Hampshire. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning, discretionary and non-discretionary management, and access to proprietary and third-party advisory solutions.

John Kageleiry is a financial advisor with Empower Advisory Group in Dover, NH, holding Series 66 and Series 63 registrations and 18 years of industry experience. His career includes roles at Fidelity and Verium Planning and Asset Management, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated platform tied to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its advisor headcount.

Paul Cyr is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at GWFS Equities, Inc. for 15 years and Fidelity for 2 years prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within a model closely tied to Empower’s recordkeeping and administrative platforms.

Anthony Ata is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Citizens Securities since 2016 after working at Citizens Bank from 2015 to 2017. Outside of his advisory role, he manages a multi-family property as a sole proprietor. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account programs, while also functioning as a broker-dealer and insurance agency.