John Kageleiry is a financial advisor with Empower Advisory Group in Dover, NH, holding Series 66 and Series 63 credentials and 17 years of industry experience. He previously worked at Origin Medical, Stonewall Kitchen, and Verium Planning and Asset Management. Kageleiry is a passive owner of two commercial real estate LLCs but does not actively manage these entities. 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 delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Jessica Kreger is a CFP® with 14 years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and previously worked at Charter Oak Capital Management and Robinson Smith Wealth Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and private funds across various platforms.

Renee Hickey is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Charter Oak Capital Management and Citizens Securities, among other firms. Outside of finance, her background includes experience in the food service and education sectors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach using diversified, risk-appropriate portfolios implemented through ETFs, index funds, and other investment vehicles.

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 worked at Citizens Securities since 2016, following two years at Citizens Bank. Outside of advisory work, he owns and maintains a multi-family property. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program based on proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Richard Wasson III is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Gateway Retirement Solutions, Lincoln Investment, and Commonwealth Financial Network. Outside of his advisory role, he serves as a board member and fundraiser director for a non-profit Little League baseball organization. Integrity Alliance serves a broad client base ranging from individual investors to corporations and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options through a large network of advisors managing approximately $5.4 billion in client assets.

Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.

Sarah Clapp is a CFP® and holds a Series 66 license, with 14 years of industry experience. She is currently with Mercer Global Advisors Inc., having joined in 2026, and previously worked at Charter Oak Capital Management for 11 years. Outside of her advisory role, she has an ownership interest in Revision Solar, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles alongside educational programming and integrated service platforms.

John Wilson is a CFP® and Series 65-licensed advisor at Mercer Global Advisors Inc. with two years of industry experience. He previously worked at Charter Oak Capital Management and Steele Street Capital. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm applies Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Wesley Labelle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, each for seven years, and at Questar Asset Management and Questar Capital Corporation for three years. Outside of his advisory role, he is a part owner of Gateway Property and Casualty, an insurance firm, and has ownership interests in a marine services business and real estate ventures. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of independent advisers managing roughly $5.4 billion in client assets, offering portfolio management, financial planning, and both wrap and non-wrap programs with a range of investment approaches and third-party manager referrals.

Matthew Ouellette is a CFP® with 24 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. for 18 years. OSAIC Institutions, Inc. is an SEC-registered 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and employing a distinctive service and distribution model.

Katy Carr is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Charter Oak Capital Management. She serves as a volunteer committee member on the development committee for Make a Wish of Maine. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Michael Panagoulias is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including 10 years at LPL Financial prior to joining D.A. Davidson in 2023. Outside of his advisory work, he serves as head coach for seventh grade boys basketball for the MSAD #35 School District in Eliot, Maine. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services from retirement plan advisory to private wealth management for high-net-worth clients.

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.

Travis Grieb is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Inc. for 14 years prior to his current role. Outside of advisory work, he owns and manages three office condos through Stabilis Partners, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives who develop personalized investment strategies under firm supervision, offering various portfolio management options and utilizing multiple analytical approaches.

Daniel Sweetland is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory roles, he has been involved with Gateway Retirement Solutions as a Wealth Management Associate. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm operates a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and third-party manager referrals through various platform-based investment approaches.

Joseph Perusse is a financial advisor with Citizens Securities, Inc. in Rochester, NH, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, Atlantic Planning Group, and Northwestern Mutual. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program and managed accounts, supported by its affiliation with Citizens Bank, N.A.

James Moran is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise, Atlas Financial Group, and several other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and access to multiple investment strategies through a network of over 400 independent advisers.

Kimberly Williams is a financial advisor at Equitable Advisors with a Series 66 designation and over a decade of industry experience, including 12 years at M Financial Group. She operates a sole proprietorship, Yarn Posse Designs, which creates clothing designs for hand knitters. Kimberly also serves as a board member for the nonprofit Financial Beginnings. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage channels to serve a broad client base.

Samantha Maher is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2019, following roles at Charles Schwab and Charles Schwab Bank beginning in 2015. Outside of her advisory work, she owns Hygge Wax, a retail business producing and marketing candles. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

Mark Sullivan is a financial advisor with Osaic Wealth, Inc. based in Portsmouth, NH, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at Woodbury Financial for 18 years before joining Osaic in 2024. Sullivan is also president of Seacoast Asset Management, LLC, where he provides investment advice and guidance. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.