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 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA, Fidelity, and Fidelity Personal Trust Company. He is currently focused full-time on his role 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 provides a broad range of portfolio management, financial planning, and consulting services with an emphasis on centralized due diligence, technology-supported solutions, and multiple program structures including advisor-managed accounts and model-based strategies.

Thomas Kasprzak is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 66 credentials. He has over 31 years of industry experience, having worked with Equity Services since 1994 and National Life of Vermont since 1993. Kasprzak serves as a voting board member for Hope Cemetery Corp and is involved with the nonprofit Friends of Hope Cemetery & Woods. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a wide range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with diverse advisory platforms and frequently utilizes third-party asset managers.

Mark Roberts is a financial advisor with Valic Financial Advisors in Wells, ME, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Valic Financial Advisors since 2010 and also has a background at Agia and WM Roberts Electric Co. Outside of his advisory role, he is involved with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and serves nearly 300,000 clients, utilizing centralized technology and third-party model managers in its investment approach.

Brian Maclean is a CFP® with 34 years of industry experience. He has been with Commonwealth Financial Network since 2010 and has also worked at IFS Financial Corporation since 1991, where he serves as president and sole owner, focusing on insurance and tax services as well as practice management consulting. 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 managing client assets totaling approximately $213 billion. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and retirement consulting.

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 20 years of industry experience. He has been with Mercer Global Advisors Inc. since 2026 and previously worked at Charter Oak Capital Management for 20 years. Outside of his advisory role, he serves as Vice President and Director of the Strafford Economic Development Corporation and is a board member of the Southeast Land Trust of New Hampshire, where he is involved in local land conservation efforts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

William Beaudoin is a financial advisor with Integrated Wealth Concepts LLC in Kennebunkport, ME, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Integrated Wealth Concepts and associated with LPL Financial since 2016. Outside of his advisory role, he has involvement in non-variable insurance products including fixed, life, and long-term care insurance. Integrated Wealth Concepts 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, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

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 and holds the Series 66 designation, with 12 years of experience in the financial industry. He has worked at Hightower Advisors since 2023 and previously spent eight years at Vigilant Capital Management LLC and one year at Morgan Stanley. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients, providing portfolio management, financial planning, and retirement consulting through a multi-manager approach that incorporates both affiliated and third-party managers.

Karen Zaramba is a CFP® professional with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. She previously worked at Charter Oak Capital Management for 15 years and Purshe Kaplan Sterling Investments for 8 years. Zaramba is a member of the Seacoast Women's Investment Group and has served as treasurer for the Pope Memorial Cocheco Valley Humane Society. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial planning, and family office support. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and separate accounts, complemented by specialized programs and tax-management strategies.

James Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Steward Partners Investment Advisory, Steward Partners Global Advisory, and Steward Partners Investment Solutions since 2024. Prior to his advisory career, he was employed at Confluent Medical Technologies and General Dynamics Electric Boat. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services.

Austin Cornish is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Oracle Corporation. Cornish has been with Oppenheimer since 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services, managing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Lena Wyand is a CFP® credentialed financial advisor with 18 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously spent 19 years at Charter Oak Capital Management. Outside of her advisory role, she is a 25% owner of OAK TREE PROPERTIES, INC., a business owning a commercial property. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Brittany Beard is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Steward Partners and Raymond James Financial Services, as well as Wells Fargo Clearing. Outside of advisory roles, she is also a sales consultant for an online clothing and shoe platform. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Caleb Allen is a financial advisor with Guardian Life in Dover, NH, holding Series 63, 65, and 66 licenses and 10 years of industry experience. He previously worked at firms including Equitable Advisors, Eagle Strategies, and New York Life. Allen serves as Treasurer for the Lions Club of Dover-Rollinsford-South Berwick, a local charitable organization. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory programs.

Peter Hanrahan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes six years at Fidelity Brokerage Services, LLC, before joining Steward Partners and its affiliated entities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.