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.

Sean Mcbrine is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at OSAIC and USI Consulting Group. He has also been involved with Capital Advisory Group, LLC, where he supported client meeting preparation and documentation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Truncellito is a Series 63-licensed advisor with Commonwealth Financial Network, bringing 42 years of industry experience. He has been with Commonwealth since 2001, serving in his current role for the past six years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a wide range of managed accounts, third-party asset manager access, retirement consulting, and custody services, managing roughly $213 billion in client assets.

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.

Jeffrey Mason is a financial advisor at Eagle Strategies (NY Life) with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has been associated with Eagle Strategies since 2002. Mason is the sole proprietor of Mason Financial Group, which sells group life, health, dental, and disability products to employers and companies. He also serves on the board of directors for the Squires Glen Condominium Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis through a variety of program types.

Paulson Edum is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with TD Private Client Wealth LLC and has previously worked at firms including Fidelity Investments, Equity Services Inc, and Cetera. Outside of his advisory role, Edum serves as Treasurer and Chair of the Finance Committee for the NAACP Manchester Branch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a range of proprietary and third-party investment portfolios combined with ongoing financial planning and reporting support.

Karen Weinhold is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. She holds a Series 66 designation and has worked with TD Bank, N.A. and its affiliated entities since 2005. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation and manages portfolios through affiliated and third-party sub-managers.

Darlene Dickson is a CFP® professional with 28 years of industry experience, currently serving at Citizens Securities, Inc. since 2008. She holds Series 63 and Series 65 licenses. Outside her advisory role, she notarizes bank documents exclusively for Citizens and Citizens Investment Services clients. 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 discretionary and non-discretionary programs and is wholly owned by Citizens Bank, N.A.

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.

Taylor Ballou is a financial advisor with Eagle Strategies (New York Life) in Manchester, NH, holding a Series 66 designation and one year of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advising career, he has experience working with local businesses and community organizations, including Sea Bags and Locally Sauced. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Bishop is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 designations and 11 years of industry experience. He has been affiliated with Bankers Life and its related entities since 2004. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Zenaida Blanchard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Bankers Life, she worked in various roles including positions at Hypertherm Associates and Dartmouth-Hitchcock Medical Center. She also serves as an insurance agent with Bankers Life and Casualty, focusing on life insurance, long-term care, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis. The firm integrates investment advisory with affiliated broker-dealer and insurance services, concentrating on individual clients rather than institutional or charitable organizations.

Sarah Lavelle is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. She holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Eagle Strategies in 2025, she worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2018, and earlier was employed at The Slocum Firm, P.C. and Concord Law School. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Leeann Martino is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill for 17 years. Martino is based in Manchester, NH. 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 a digital advisory program and a Managed Account program, and operates as both a broker-dealer and an insurance agency.

Kevser Cengel Sazak is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Bank of America. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Molly Royal is a financial advisor with TD Private Client Wealth LLC in Manchester, NH. She holds a Series 66 designation and has been with TD Private Client Wealth LLC since 2026. Prior to her current role, she worked at TD Bank N.A. and has experience in various other industries including retail and manufacturing. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm’s investment approach combines strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.

Bruce Adams Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Bankers Life entities since 1997, including roles at Bankers Life Securities, Inc. and Bankers Life and Casualty, Inc. Outside of advising, he assists with maintenance tasks related to rental properties owned jointly with his wife. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies, working with a variety of securities and offering ongoing portfolio management aligned with clients’ goals.

Tucker Twardosky is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has served as a hockey official with Seacoast Hockey Officials since 2024 and has been involved in the restaurant business with Dw Diner since 2022. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving 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 methods to develop customized asset allocations and portfolio management aligned with client goals and risk tolerances.

Keith Janca is a financial advisor with Eagle Strategies (NY Life) in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Eagle Strategies since 2022 and has a long tenure at New York Life and its affiliated entities dating back to 2003. Outside of his advisory role, Janca serves as a board member for the Mary and John Elliott Charitable Foundation, which focuses on supporting cancer care services at a local hospital in Manchester. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Mark Leonard is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Since 2013, he has been associated with Infinex Investments, Inc. 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, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset book and a lending marketplace.