Robert Torre is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kaitlyn Ramsay Longley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her career includes roles at Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Putnam Retail Management Ltd Partnership. She serves as a board member of The Moore Center, a nonprofit supporting people with developmental disabilities in Manchester, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, including high-net-worth clients, as well as pensions, corporations, trusts, estates, and charitable organizations.

Anthony Ata is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Citizens Securities since 2016 after working at Citizens Bank from 2015 to 2017. Outside of his advisory role, he manages a multi-family property as a sole proprietor. 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 a digital advisory platform and managed account programs, while also functioning as a broker-dealer and insurance agency.

Daniel Lord is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior experience includes roles at Fidelity Investments from 2007 to 2017 and TD Bank N.A. from 2017 to the present. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a blend of strategic and tactical asset allocation across affiliated and third-party managers, providing portfolio management, financial planning, and custody services.

Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.

Matthew Stead is a Series 65-licensed financial advisor at Allworth Financial, L.P. with seven years of industry experience. He previously worked for Sachetta & Callahan, LLC for twelve years before joining Allworth Financial in 2026. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and operates educational programs, using a combined quantitative and qualitative investment approach with customized allocations and a variety of specialized portfolios.

Christopher Denn is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. and Great West Life & Annuity Insurance Co. since 2010. 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 retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Soucy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Infinex Investments Inc. since 2019 and Nationwide Advisory Services from 1999 to 2019, alongside a long tenure with Nationwide Insurance Co. since 1999. Outside of advisory work, he markets Medicare supplement and long-term care insurance and serves as a notary public and justice of the peace in New Hampshire. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and providing clients options for discretionary or non-discretionary account management.

Christopher Murphy is a financial advisor at Empower Advisory Group in Derry, NH, holding Series 66 and Series 63 credentials with seven years of industry experience. He has worked at gwfs equities since 2019 and had prior roles at Tranzact and eHealth Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and collaborates closely with affiliated Empower entities in delivering its services.

Brian Keane is a financial advisor with Eagle Strategies (NY Life) based in Manchester, NH. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Keane is also the owner of Prolman & Keane Financial, LLC and volunteers as a coach for youth sports teams and serves on the board of a local youth soccer club. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Donald Boisvert is a ChFC® credentialed financial advisor with 41 years of experience at Equity Services, Inc. in Manchester, NH. He has been with Equity Services since 1985 and has also been engaged with National Life Insurance Company since 1983, focusing on sales of life, disability, health, long-term care insurance, and annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios to deliver a mix of long-term and specialized investment strategies.

Amy Erazo Interiano is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RBC Capital Markets and Digital Federal Credit Union. 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 integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns through proprietary and third-party planning methodologies.

Robert Reynolds is a financial advisor at TD Private Client Wealth LLC with Series 66 credentials and one year of experience in the industry. Prior to his current role, he has held multiple positions at TD Bank since 2021 and worked in the service industry with Applebee's and Burger King. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm offers portfolio management through various TD-branded portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Jordan Roman is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with TD Bank N.A. and its affiliated entities since 2016. 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.

Paul Stonge is a financial advisor with Commonwealth Financial Network in Kingston, NH, holding a Series 63 designation and 43 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1995 and Prudential Insurance Company since 1981. Outside of his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Alyssa Watson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 designations and five years of industry experience. She has worked with TD Bank N.A. since 2017 and was previously involved in the hospitality sector with Moorings Inn and Mansell Boat Rentals. 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, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Brad Kelley is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of his advisory work, he owns a website selling sports cards and works as a delivery driver. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, incorporating both affiliated and third-party managers.

Stephen Coopersmith is a CFP® with 12 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2021. Prior to joining NewEdge, he worked at Mid Atlantic Financial Management and NewDay Solutions. He conducts advisory services through NewEdge Advisors, doing business as Crescent Wealth Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.

Jean Delgado is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. Her prior roles include positions at J.P. Morgan Securities, UBS Financial Services, Morgan Stanley, Merrill, Citigroup Global Markets, Morgan Keegan & Company, and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by offering investment advisory, financial planning, pension consulting, and managed account programs.

Timothy Belden is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at US Cellular from 2006 to 2023. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, including point-in-time financial plans and optional managed account solutions.