Cameron Mac Koul is a financial advisor at Prosperity - An EisnerAmper Company with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MassMutual Life Insurance Company and Commonwealth Financial Network. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets across a multi-team structure.

Jonathan Edwards is a financial advisor with Keel Point, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 27 years of industry experience. Prior to joining Keel Point in 2023, he worked at Granite Financial Partners beginning in 2014. Outside of his advisory role, Edwards is involved in insurance services and has several business interests including a legal firm and participation in environmental organizations such as NH Audubon. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion, serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis, offering tailored portfolio management and consulting across various asset classes.

Anthony Mc Mullen is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vanderbilt Securities, LLC, Stonex Securities Inc, and Trust Advisory Group Ltd. Mc Mullen is also a director of community development for the ReGenerative Roots Association, a nonprofit organization. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, model portfolios, financial planning, and access to third-party sub-advisors. Its investment approach combines strategic asset allocation with fundamental and technical analysis, delivered through a network of affiliated financial entities and service providers.

Adam Carroll is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 66 designations and two years of industry experience. His prior employment includes roles at Fidelity Investments and various positions in retail and service industries. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture platform with internally developed and independent asset allocation models and utilizes a wide range of investment strategies and instruments.

Paul Bedinger is a financial advisor at Capitol Securities Management, Inc. with 45 years of industry experience. He holds a Series 63 designation and previously worked at Cantella And Co., Inc. for 12 years before joining Capitol Securities in 2022. Outside of his advisory role, he serves as a trustee for the Kyle Bedinger Memorial Trust. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies.

Holly Knight is a financial advisor at Alera Investment Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including NFP Retirement, Lion Street Advisors, and Cambridge Investment Research Advisors. Outside of her advisory role, Knight serves as vice-chair of the board of trustees for MicroSociety Academy Charter School, where she is involved in governance, strategic planning, and fundraising. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis investment approach and integrates its advisory services with insurance and pension-consulting platforms.

Krista Piazza is a financial advisor at AlphaStar Capital Management with five years of industry experience. She holds a Series 65 designation and has worked previously at Worcester Advisors and Quinsigamond Community College. Prior to her financial career, she was employed at Seven Hills Charter Public School for 15 years. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology tools.

David Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Mass Mutual Investors Services and Bts Securities Corporation. Outside of his advisory work, he is involved in a small business selling body products at event markets and holds insurance agent licenses with various companies. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Bruce Rellstab is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Broker Dealer Financial Services Corp. and Community Investment & Retirement Services, where he also serves as president of an independent insurance agency focusing on fixed and index annuities, long-term care, and life insurance. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Carrie Kulig is a CFP® and CFA® with 14 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. She advises the Holyoke Civic Symphony on treasury functions for its board of directors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, regularly utilizing institutional third-party managers and conducting periodic portfolio reviews.

Paul Quebec is a financial advisor with Simplicity Wealth in Nashua, NH, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Granite Rock Wealth Management, Foundations Investment Advisors, and several insurance and financial services firms. He is also an owner of Granite Rock Wealth Management LLC, where he is involved in insurance sales. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and managed account platforms. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, alongside independent managers, and supports advisers with technology and operational services such as private-label asset management software and comprehensive back-office support.

Brandon Mahogany is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Rise North Capital and served in the United States Navy. Mahogany also worked in higher education at Southern New Hampshire University. Foundations Investment Advisors LLC provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary authority arrangements.

Timothy Mullin is a financial advisor at Keel Point, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Keel Point in 2025, he worked at Wingate Wealth Advisors, Fidelity Brokerage Services, and Nutter Payroll and Tax Services. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, including high-net-worth and family office clients, as well as institutional investors and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to guide portfolio management and offers a range of strategies including discretionary and non-discretionary management, financial planning, and corporate retirement consulting.

Robert Okumu Mc Carron is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Granite Rock Wealth Management and GWFS Equities. Outside of his advisory role, he serves as a director of the Coach in Zambia Foundation, a nonprofit focused on youth development through sports and education, and is a board member of Game Plan Sports, a nonprofit youth sports organization. Simplicity Wealth serves a broad range of clients including individuals, retirement plans, corporations, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, alongside technology and operational services for advisers.

Benjamin Dickinson is a financial advisor with Santander Securities LLC in Nashua, NH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Santander Securities, he worked at Santander Bank and also spent four years at Papa Ginos. Outside of his financial career, he manages Sad Milk Collective, a music collective that releases music through a Patreon platform. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily focusing on retail investors.

Jennifer Siraco is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Prosperity - An EisnerAmper Company and previously held roles at Mass Mutual and Minnesota Life Insurance Company. Prior to entering the financial industry, she worked at Walnut Street Center for 18 years. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management often in partnership with third-party independent managers and technology platforms.

Gary Pelletier is a financial advisor with Northeast Planning Associates, Inc. and holds the ChFC® and Series 63 designations. He has 41 years of industry experience, including roles at Northeast Planning Associates since 2003 and LPL Financial since 2007. Pelletier also serves as a trustee for an irrevocable insurance trust for his parents. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Daniel Taylor is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and currently based in Nashua, NH. He has professional experience at Mahogany Advisors and Rise North Capital, alongside his current role at Foundations Investment Advisors. Taylor's career also includes positions outside the financial industry, such as working at Danvers Hardware. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing strategy.

Jeffery Boutin is a financial advisor with ON Investment Management Company in Merrimack, NH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been involved with multiple firms including The Boutin Financial Group, The O.N. Equity Sales Company, Ohio National Life Insurance Company, Guardian Life Insurance Company, and Baldwin & Clarke. Outside of his advisory roles, Boutin also owns and operates a financial advisory business focused on selling life, health disability, long-term care insurance, and fixed annuities. ON Investment Management Company is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options and access to multiple third-party investment programs, managing client assets through both discretionary and non-discretionary arrangements.

Debra Franks is a financial advisor with Integrated Wealth Concepts LLC and holds credentials as a CPA, with 8 years of experience at Fortitude CPA and 2 years at Levenson Goldberg & Co. LLC. She has been with Integrated Wealth Concepts since 2024. In addition to her advisory role, she is a managing member of Fortitude CPA, a certified public accounting firm. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advice, employing customized portfolios with a primarily long-term investment approach.