Clifford Jurdi is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and possessing 29 years of industry experience. He has been with Commonwealth Financial Network since 2000. In addition to his advisory work, Jurdi conducts retirement planning seminars as a presenter for Goldman Sachs and serves as a FINRA board of arbitrators member. 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 over $212 billion in client assets. The firm provides adviser support through managed-account programs, access to third-party asset managers, retirement consulting, and custody services, employing both internally managed and outsourced portfolio management strategies.

Matthew Lord is a financial advisor with Citizens Securities, Inc. in Exeter, NH, holding the CFP® designation and Series 66 license. He has 26 years of industry experience, including 22 years with Citizens Securities. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Wheeler Crowley is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise Financial Services Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Integrated Wealth Concepts serves a diverse client base including 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, family office, and retirement plan advisory services, utilizing a range of investment vehicles with a primarily long-term approach supplemented by shorter-term trades for portfolio management.

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 in Dover, NH, holding a Series 66 designation and 24 years of industry experience. He has worked at Lincoln Financial Advisors and LPL Financial and has been affiliated with Leone, McDonnell & Roberts, PA, a CPA firm, for over two decades. He serves as Vice President and a member of the Board of Directors at Exeter Country Club. Integrated Wealth Concepts LLC 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, family office, and retirement plan advisory services, employing customized portfolios with mutual funds, ETFs, equities, and fixed income using a primarily long-term investment approach.

John Clymer is a financial advisor with Citizens Securities, Inc. in Dover, NH, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Citizens Securities since 2012. Citizens Securities serves a diverse 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 managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.

Ethan Whipple is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Commonwealth of Massachusetts, Keenan Financial, and Amazon. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Matthew Herman is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment, Capital Analysts, Questar Asset Management, and other firms. Outside of advisory services, he is involved in several business ventures including ownership interests in boat service operations and real estate holding companies. Integrity Alliance serves a wide range of clients including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm offers comprehensive portfolio management and financial planning services, utilizing various investment strategies and platforms to meet diverse client needs.

David Sullivan is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals—often those connected through employer retirement plans—as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a range of managed account programs including model-based and customized portfolios, serving clients within a vertically integrated group that applies a fiduciary standard to its RIA services.

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.

Jayson Multer is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and one year of industry experience. Prior to joining TD, he worked for nine years at Abercrombie & Fitch / Hollister Co. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing strategic and tactical asset allocation combined with investments from affiliated and third-party sub-managers.

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 Capital Analysts, Lincoln Investment, IAMS Wealth Management, Royal Alliance Associates, and JHFN SII. Outside of advisory services, he owns Birch Tree Benefits, a group benefits and individual insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial and retirement plan consulting, and access to third-party manager programs, employing a variety of investment strategies and custodial platforms.

Jacob Heins is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Ameriprise Financial Services Inc and LPL. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

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 financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at NYLIFE Securities LLC and Anheuser-Busch, as well as Boston Beer Works. Park Avenue Securities LLC, where he currently works, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs.

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.

Jayson Spring is a CFP® professional with 29 years of industry experience, currently serving at Citizens Securities, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Hampton, NH. 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’s advisory offerings include a digital advisory program managed with SigFig and a separate Managed Account program, and it operates as a broker-dealer and insurance agency.

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.