Gary Wallace is a financial advisor at Northeast Planning Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2007. Wallace has been with Northeast Planning Associates since 2003. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with flexible fee structures and manages approximately $327.7 million in client assets.

Corey Boucher is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently affiliated with Citizens Private Wealth in Manchester, NH, and has prior experience at Piscataqua Savings Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers a range of services including discretionary and non-discretionary portfolio management, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.

Kathleen Sweeney is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has worked with Northeast Planning Associates, Inc. and Ameriprise Financial Services, Inc., and also provides business advisory services focused on tax structuring for small businesses. Additionally, she acts as a fiduciary for several trusts. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and various investment strategies.

Michael Boswak Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include seven years at Ic Advisory Services Inc and The Investment Center Inc, as well as two years at Signator Investors, Inc. In addition to advising, he owns Frontier Financial Group, which provides life and term fixed insurance sales and tax preparation services. Independent Financial Group is a large enterprise advisory and brokerage firm serving individuals, trusts, corporations, and business owners. The firm offers a variety of investment advisory programs and retirement plan services, employing both in-house and third-party models across multiple platforms, and operates as both a registered investment adviser and an active broker-dealer.

Rae Macwilliam is a CFP® and ChFC® with 39 years of industry experience, currently serving at Commonwealth Financial Network since 1997. Based in Manchester, NH, Macwilliam also coaches the Derryfield School Boys' Varsity Tennis team. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting, while providing operational and compliance support.

Brandon Hobi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at TD Bank N.A. since 2018 and a prior position at NYLIFE Securities LLC and New York Life Insurance Company in 2017-2018. 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 TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, using a technology platform provided by Envestnet and custody services from Pershing.

John Pickowicz is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Investments and its affiliated entities from 2015 to 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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.

Kaleigh Hayes is a financial advisor at Eagle Strategies (New York Life) with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Eagle Strategies and affiliated firms since 2026. Prior to that, she held various roles at TD Bank and its affiliates from 2016 to 2026, and worked in the hospitality industry from 2013 to 2016. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services. 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.

Patrick McGuiness is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at TD Bank N.A., Mutualink Inc., Citizens Bank, and Bank of America. 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 TDIS clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Kevin Taube is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, and Merrill. He is also the owner of The Taube Wealth Management Group, a non-investment-related support company based in Manchester, NH. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Victor Batu is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Bottomline Technologies, Inc., and Dow Jones-Factiva Inc. before joining TD Private Client Wealth LLC and TD Bank N.A. in 2026. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jennifer Riel is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at The Investment Center, Inc. outside of her advisory roles, she has served in municipal positions for the towns of Epsom, Alton, and New Durham in New Hampshire over the past decade. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, with custody and execution services provided by Pershing or Schwab.

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 financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management, retirement plan consulting, and access to third-party asset managers, supported by comprehensive operations, trading, technology, compliance, and practice-management resources.

Robert Jean is a financial advisor with Citizens Securities, Inc. in Raymond, NH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes over a decade at CCO Investment Services Corp and multiple roles at Citizens Bank and Citizens Securities since 2020. 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 employs both digital and managed account advisory programs and operates as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

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.

Karen Weinhold is a financial advisor with TD Private Client Wealth LLC who holds a Series 66 designation and has 12 years of industry experience. She has worked at TD Bank N.A. since 2005 and has been with TD Private Client Wealth LLC since 2013. 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, utilizing strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Darlene Dickson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2008. She is based in Manchester, NH, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she provides notary services 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency within the Citizens Bank, N.A. enterprise.