David Armstrong is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes a long tenure at Lincoln Financial Advisors and Lincoln Financial Securities Corporation spanning nearly two decades before joining Valic. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers portfolio management and financial planning services across a large advisor network.

Rebecca Murzin is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked within multiple Bankers Life entities since 2019. Outside of financial services, she owns and manages Fish Tails Bait and Tackle, where she handles inventory and customer service. Bankers Life Advisory Services, Inc. serves 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 to create tailored portfolios 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.

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 designations and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities for 17 years. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

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. based in Concord, New Hampshire, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Ledyard Bank, Citizens Securities, Santander Securities, LPL Financial, IFMG Securities, and Banc of America Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, ERISA plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory and financial planning services with a hybrid adviser/broker-dealer structure, providing both discretionary and non-discretionary solutions and access to alternative investments and lending platforms.

Victor Soucy Jr. is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Granite Investment Advisors and Mariner Wealth Advisors over his career. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines in-house research with external allocations and provides integrated tax services, family office capabilities, and employer financial wellness tools.

Rachel Faris is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has been with First Command Financial Planning, Inc. since 2017. Prior to that, she worked at Dennis Eakin Kia for one year. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Gregory Zini is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Benjamin F. Edwards & Co in 2016, he worked at Wedbush Securities Inc. for two years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Jack Putnam is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, and NH Trust. 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, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Timothy Bonisteel is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes 16 years at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. 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 financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Peter Coulon is a financial advisor at Kestra Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at companies including Cadaret Grant & Co., Inc. and Lincoln Financial in various capacities over nearly 15 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Walter Goss III is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Northway Bank, and Santander Securities. Outside of his advisory practice, he owns and manages a home-based property in Concord, NH. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model with a focus on independent investment adviser representatives managing client accounts.

Lois Parker is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and possessing 21 years of industry experience. She previously worked at Wedbush Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of her advisory role, she is a landlord for a residential property in Rochester, NH. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement and investment management consulting, brokerage, insurance products, and M&A advisory, utilizing both proprietary and third-party investment strategies.