John Clymer is a financial advisor with Citizens Securities, Inc. in Dover, NH, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Citizens Securities since 2012. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Hope Martin is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. She has worked at Vigilant Capital Management for nine years before joining Hightower Advisors in 2023. Martin serves on the board of The Music Hall, a nonprofit theater in Portsmouth, NH, where she contributes to the Finance Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and fiduciary entities. The firm’s approach emphasizes multi-manager solutions, combining affiliated and third-party managers with proprietary research and a range of investment vehicles.

Patrick Meehan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Santander Securities, LLC, Santander Bank, NA, and FSC Securities Corp. He has been with TD entities since 2021. 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 (US) clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Melody Evans is a CFP® with 16 years of industry experience, currently serving at NewEdge Advisors since 2026. Prior to joining NewEdge, she spent 12 years at TIAA-CREF. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of independent advisers, utilizing a combination of in-house manager selection, third-party model portfolios, and advisor discretion.

Matthew Herman is a financial advisor at Integrity Alliance, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment, Capital Analysts, Questar Asset Management, and other firms. Outside of advisory services, he is involved in several business ventures including ownership interests in boat service operations and real estate holding companies. Integrity Alliance serves a wide range of clients including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 advisors. The firm offers comprehensive portfolio management and financial planning services, utilizing various investment strategies and platforms to meet diverse client needs.

James Henry Jr. is a financial advisor with TD Private Client Wealth LLC in Portsmouth, NH, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. TD Private Client Wealth LLC offers discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, providing portfolio management, financial planning support, and custody services.

James Holler is a CFA® charterholder with four years of industry experience. He currently works at Hightower Advisors, where he has been since 2023. His prior experience includes roles at VIGILANT Capital Management and NEPC, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of trusts and pooled investment vehicles. The firm uses a multi-manager approach with both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Colin Kelley is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at VIGILANT Capital Management and Prime Buchholz LLC. In addition to his advisory roles, he has been affiliated with the University of New Hampshire since 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Izabela Hallett is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Her prior roles include positions at Vigilant Capital Management, LLC and William Blair & Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers and employing proprietary research in portfolio construction.

Paul Kageleiry is a financial advisor with Eagle Strategies (New York Life) based in Dover, NH. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, working with NYLife Securities Inc. and New York Life Insurance Company since 1987. Outside of his advisory role, he serves as president of the Central Commons Condo Owners Association, managing community-related matters. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Gautier Wallaert is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Tiaa for 13 years. Since 2023, he has been serving as an investment advisor representative at NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party managers, with a focus on centralized due diligence and technology-driven solutions.

Sarah Smets is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities Inc., Citizens Bank, and Lake Street Advisors. Outside of her advisory role, she has engaged in network marketing for hair care products, which provided passive income. TD Private Client Wealth LLC serves institutional clients, high-net-worth individuals, and retail clients through discretionary managed account programs and brokerage services. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Masroor Hassan is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked exclusively with TD Bank N.A. since 2018, with prior experience at SunTrust Bank in 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing TD Managed Portfolios and a combination of affiliated and third-party sub-managers to construct diversified portfolios.

Brian Maclean is a CFP® professional with 34 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2010 and also maintains roles at IFS Investors Services and IFS Financial Corporation, where he serves as president and sole owner. Outside of advisory work, he provides tax and accounting services as an enrolled agent and offers practice management consulting through his firm. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Steven Bricker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Steward Partners and its affiliated entities since 2016 and previously worked at Raymond James Financial Services from 2015 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by national custodial and platform partners.

James O Connor is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Hightower in 2023, he worked at Vigilant Capital Management, LLC and Columbia Management Investment Distributors Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, with services such as portfolio management, financial planning, and retirement consulting.

Stephen Spector is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. He serves as a board member for a condominium homeowners association in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of in-house and third-party investment solutions.

Samuel Reid III is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously spent 20 years at Charter Oak Capital Management. Outside of his advisory work, Reid holds leadership roles as Vice President and Director of the Strafford Economic Development Corp. and serves on the board of the Southeast Land Trust of New Hampshire, which focuses on protecting open space in the region. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory and financial planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a variety of portfolio strategies utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms.

Anka Vidacic is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked with Steward Partners and Raymond James Financial Services in various capacities since 2013. Outside of her advisory role, she manages client administration for Highwater Wealth Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Samuel Witherspoon is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. Prior to joining Hightower, he worked at Vigilant Capital Management LLC for eight years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers in discretionary and non-discretionary portfolio management.