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.

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 firms including Capital Analysts, Lincoln Investment, and Royal Alliance Associates. Outside of advisory work, he is the owner of Birch Tree Benefits, a business focused on group benefits and individual insurance sales and service. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management and financial planning through a large network of independent advisors, utilizing a range of investment approaches and third‑party platforms.

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.

John Routhier is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Connectus Wealth Advisers, and Hemenway Trust Company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various portfolio tools.

Jacob Heins is a CFP® professional with seven years of industry experience currently working at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Ameriprise Financial Services Inc. and LPL. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified investment approach that combines passive and active management with quantitative and fundamental analysis.

Melissa Herbert is a CFP® with five years of industry experience, currently serving as a financial advisor at NewEdge Advisors. Her prior work experience includes roles at Wells Fargo Advisors, TIAA-CREF, Jefferies LLC, and Raymond James & Associates. Outside of her advisory work, she was involved with Wamesit Lanes from 2023 to 2025. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and financial planning services and utilizes technology and centralized due diligence in its multi-structured advisory programs.

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.

Megan Swanson is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. 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 options include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Chase Harkins is a Series 66-licensed advisor at TD Private Client Wealth LLC with one year of industry experience. Prior to joining TD Private Client Wealth, he worked at Raymond James Financial Services Advisors, Inc. and Duff & Associates. 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’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Rawad Kassem is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Citizens Securities, Inc. since 2024. He previously worked at Santander Securities, LLC and Santander Bank, NA, and spent one year at Morgan Stanley. Outside of his advisory role, he is a Notary Public and serves as power of attorney for his brother. 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 provides a digital advisory program with ETF-based portfolios managed via proprietary algorithms, as well as commission-based brokerage and non-discretionary services.

Leeann Martino is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for 17 years. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

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.

Kevin Fisher is a financial advisor with Empower Advisory Group in Hudson, NH, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and a twelve-year tenure at Admiral Metals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s administrative platforms.

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.

Matthew Nardone is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he has experience in the hospitality industry and education. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm employs centralized technology and model solutions to manage assets across a broad client base.

Brigid Dolan is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 designations and bringing 13 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Harborsidegroup LLC, Mass Mutual, and Prudential. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services closely with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Austen Densmore is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC, he worked at Napoli Group McDonalds from 2013 to 2018. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.