Matthew Staples is a Series 66 licensed financial advisor at Citizens Securities, Inc. in Hudson, NH, with 13 years of industry experience. He has worked at Citizens Securities since 2015 and previously spent 11 years at Best Buy Corporation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program utilizing ETF-based portfolios and a Managed Account program, while also operating as a broker-dealer and insurance agency.

James Hoppe is a financial advisor with Empower Advisory Group in Manchester, NH, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Wheeler Crowley is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services Inc and Wells Fargo Clearing. 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 a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Peter Coutracos is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Efs, Inc., Eag, LLC, Santander Bank, NA, Santander Securities, LLC, Bank of America, N.A., and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Matthew Bausch is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds a Series 66 designation and has been with Commonwealth since 2014. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Victor Batu is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments, Bottomline Technologies, Inc., Dow Jones-Factiva Inc., and self-employment. 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 clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Timothy Leahy is a financial advisor with Eagle Strategies (NY Life) based in West Newbury, MA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his financial career, he participates in spiritual direction, meeting with individuals to discuss their spirituality and relationship with God. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, primarily managing assets on a non-discretionary basis.

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.

John Clymer is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Citizens Securities since 2012, following eight years at Ameriprise. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. Its advisory offerings include a digital advisory program and a Managed Account program, with a focus on ETF-based portfolios and discretionary portfolio management.

Terri Harbour is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds the Series 66 designation and has worked at Citizens Securities since 2010. Her prior experience includes positions at LPL Financial, Ifmg Securities, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

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.

Ethan Whipple is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Citizens Securities, he held positions 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 managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Nicholas Marrone is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 66 and Series 63 designations and has been with Empower Financial Inc. since 2015 and Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning services.

Genevieve Rowell is a CFP® professional with eight years of industry experience, currently affiliated with Citizens Securities, Inc. in Hudson, NH. She has worked at Citizens Securities since 2018, following an eleven-year tenure at CruCon Cruise Outlet. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, utilizing both discretionary management and a digital advisory platform.

David Sullivan is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 credentials and 26 years of industry experience. He has been with TIAA-CREF since 2014 and previously worked at Fidelity Personal Trust Company and Fidelity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers a range of advisory services, including model and customized portfolios, and acts as adviser to a donor-advised fund.

Paulson Edum is a financial professional with eight years of industry experience, currently affiliated with TD Private Client Wealth LLC. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Cetera, and Globe Wealth Management. Edum serves as treasurer and chair of the finance committee for the NAACP Manchester branch. 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 offers portfolio management, financial planning support, and access to a range of investment products through a platform that combines strategic and tactical asset allocation with affiliated and third-party sub-managers.

Kevin Mckinnon is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. and Pentucket Bank since 2006 and previously at Cetera Investment Services LLC from 2001 to 2006. Outside of his advisory role, he is an officer of Salem Family Resources, an early childhood education organization in Salem, NH, where he participates in budgeting and event planning. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure, delegating investment analysis and account management to its investment adviser representatives while providing firm supervision.

Jayson Multer is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds a Series 66 designation and previously worked for Abercrombie & Fitch / Hollister Co. for nine years before transitioning to roles at TD Bank N.A. since 2023. 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 clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Brian Pirri is a CFP® professional with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Connectus Wealth Advisers, NEIRG Wealth Management, Purshe Kaplan Sterling Investments, New England Investment & Retirement Group, and Mintz Levin Financial Advisors. Outside of his advisory work, he is a principal at Business Succession Advisers, LLC, where he provides strategic planning for business exit plans. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds across discretionary and non-discretionary portfolios.

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.