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.

James Elliott is a financial advisor with Beacon Pointe Advisors, LLC in Portsmouth, NH, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Bleakley Financial Group, Private Advisor Group, Heller Wealth Advisors, and Dale Carnegie Northern NJ. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a range of strategies including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm employs a manager selection process based on quantitative and qualitative due diligence and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Ethan Whipple is a financial advisor with Citizens Securities, Inc. in Exeter, NH. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2025. Prior to joining the firm, his 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, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program partnered with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

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.

Louis Bonasera is a financial advisor at Beacon Pointe Advisors, LLC with 21 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2026, he worked at The Financial Advisors, LLC for 18 years. Outside of his advisory role, he serves as trustee and property manager for a family realty trust. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Michael Houghton is a financial advisor with NewEdge Advisors holding a Series 66 credential and 10 years of industry experience. He has worked at NewEdge Advisors since 2021 and previously at Flagship Harbor Advisors and LPL Financial. Houghton also operates Brandt Wealth Advisors and FP Focus LLC, both related to investment activities. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Jonathan Ayres is a financial advisor with Eagle Strategies (NY Life) based in Georgetown, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Ayres has been affiliated with Eagle Strategies since 2019 and also operates Ayres Financial & Insurance Services, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and primarily manages assets on a non-discretionary basis while working within the integrated New York Life affiliate structure.

Jonathan Ayres is an investment adviser representative with Eagle Strategies (NY Life) based in Georgetown, MA. He holds Series 63 and Series 65 designations and has 42 years of industry experience. His career includes long-term roles at Nylife Securities LLC and New York Life Insurance Company, as well as operating Ayres Financial & Insurance Services since 2009. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Craig Eaton is a certified public accountant affiliated with Integrated Wealth Concepts LLC, where he has worked for three years. He has prior experience with Granite Peak Associates, Inc. and Moody, Famiglietti & Andronico, spanning over two decades. His professional background includes accounting alongside his financial advisory roles. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

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.

Brett Dalton is a financial advisor with Empower Advisory Group in Amesbury, MA, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at GWFS Equities and positions in the food service industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage account holders, offering services through an integrated model linked to Empower’s recordkeeping and administrative 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 at Citizens Securities, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citizens Bank and Northwestern Mutual Investment Services. Outside of her advisory role, she is a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm combines discretionary and non-discretionary offerings and is fully owned by Citizens Bank, N.A.

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.

Judith Chimenti is a ChFC® credentialed financial advisor with 45 years of industry experience. She has been with Integrated Wealth Concepts LLC and LPL Financial since 2016 and previously worked at Lincoln Financial Advisors Corporation. Chimenti is based in North Hampton, NH. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Dean Digregorio is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 21 years of industry experience, having worked at firms including VOYA Financial Advisors, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also co-owner of One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Daniel Hinchey is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Integrity Alliance in 2026, he worked at Lincoln Investment and National Financial Services, LLC. Hinchey is also a managing member and attorney at Bespoke Trusts & Estates, LLC, where he creates and implements estate plans and assists with probate administration. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through platforms such as Envestnet and AssetMark.

Timothy Jordan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 31 years of industry experience. He has worked with Eagle Strategies since 2018 and has been operating Jordan Financial and Insurance Services since 2008. Jordan is involved in several community roles, including serving as President of the Haverhill Rotary Club and as a city councilor in Haverhill, MA. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advisory solutions and manages a substantial portion of assets on a non-discretionary basis through a wide network of affiliated representatives within the New York Life affiliate structure.

Patrick Fuller is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Fuller is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.