Scott Gingras is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has also worked with LPL Financial since 2010. Outside of his advisory roles, he co-manages a family business in Nashua, NH. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines discretionary and non-discretionary portfolio management with a network model of independent advisory representatives and uses a range of analytical techniques and technology platforms to support client services.

Robert Waskiewicz is a financial advisor at Commonwealth Financial Network with 37 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Financial Services and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Mark Boldeia is a financial advisor with Commonwealth Financial Network in Leominster, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Curtis Whitcomb is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and M&T Bank. Outside of finance, he has held roles at DoorDash and Dunkin', among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Rawad Kassem is a CFP® credentialed financial advisor with 13 years of industry experience. He is currently with Citizens Securities, Inc. and previously worked at Santander Securities, LLC and Santander Bank, NA. Outside of his advisory work, he serves as a Notary Public and holds power of attorney responsibilities for a family member. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, alongside commission-based brokerage and other non-discretionary business.

Simon Ellis is a financial advisor with Eagle Strategies (New York Life) based in Leominster, MA. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. Prior to his current role, he has worked with Bright Future Financial, LLC, Nylife Securities, LLC, and New York Life Insurance Co. Outside of his advisory work, Ellis volunteers as a youth soccer coach and manages a fundraiser page supporting cancer awareness. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers a range of programs, with most assets managed on a non-discretionary basis, operating within the New York Life affiliate structure.

Kevin Fisher is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes two years at Fidelity Investments and over a decade at Admiral Metals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients, combining integrated services tied to Empower’s recordkeeping and administrative platforms.

Michael Davis is a financial advisor with Eagle Strategies (NY Life) in Leominster, MA, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. He is the owner of Bright Future Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Davis is also involved in industry advocacy as a board member and Grass Roots Co-Chair for NAIFA MA and participates in the Government Affairs Committee for the North Central MA Chamber of Commerce. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jhonatan White is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Brokerage Services, Charles Schwab, and Sentinel Group. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers. The firm provides portfolio management, financial planning support, and uses a technology platform from Envestnet with Pershing as the primary custodian.

Aram Boornazian is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. since 2015 and Putnam Investments' Putnam Retail Management since 1996. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Domenic Bosco is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Outside of financial advising, his background includes roles in sports and hospitality sectors, such as with FMC Ice Sports and Sterling National Country Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Brittney Santos is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Integrated Wealth Concepts and affiliated firms since 2016. Integrated Wealth Concepts 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, family office, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Stephen Javaras is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Lion Street Advisors, Lion Street Financial, and Lincoln Financial Securities Corporation. Outside of finance, he is an active NAUI-certified scuba diving instructor and teaches scuba diving. 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 comprehensive asset management, financial planning, retirement plan consulting, and access to third-party manager programs using various portfolio management approaches and custodial platforms.

Drew Hefflefinger is a CFP® professional with 13 years of industry experience, currently affiliated with Commonwealth Financial Network and Acorn Financial in Nashua, NH. He has worked as an independent contractor and has experience in fixed insurance sales conducted through Acorn Financial. 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. The firm provides operational, trading, technology, compliance, and practice-management support, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

Nathan Bilotta is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years and Equitable Advisors, LLC for two years. Outside of advising, he serves as a youth and high school football referee. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Daniel Grossman is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth Financial Network since 2004, with a period at Acorn Financial, LLC, and Financial Strategies Retirement Partners. Outside of his advisory work, Grossman provides life coaching services through Affinity Coaching. 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 offers various advisory programs and support services, including model portfolios managed by its Investment Management and Research team, and provides operations, trading, technology, and compliance support to affiliated advisors.

Jonas Brier is a CFP® with 19 years of industry experience and holds a Series 63 designation. He is currently affiliated with Empower Advisory Group and has spent the past 10 years with Gwfs Equities, Inc. in Groton, MA. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Nathaniel Clark is a financial advisor at Citizens Securities, Inc. in Nashua, NH, holding a Series 66 credential and with three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Athas Capital Group, and several companies in the mortgage and real estate sectors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a managed account program, alongside commission-based brokerage and other non-discretionary services.

Christine Flanders is a financial advisor with Integrated Wealth Concepts LLC in Nashua, NH, holding a Series 63 designation and two years of industry experience. She has a background that includes working at Levenson Goldberg and serving as managing partner at Fortitude CPA PLLC, a CPA firm. 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 offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors various wrap-fee programs with a focus on customized portfolios and a long-term investment approach.

Craig Johnson is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Citizens Securities, Inc. since 2019 and previously was with Ameriprise Financial Services, Inc. from 2016 to 2019. He also has a background that includes a brief role at Bedford High School. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk tolerance.