Jason Edinger is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His previous roles include positions at CapFinancial Partners, LLC (CAPTRUST) and Rinet Company, LLC. He is currently affiliated with both Commonwealth Financial Network and Boston Wealth Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services, with an emphasis on flexible portfolio implementation through both internal and outsourced model management.

Curt Martens is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TD Private Client Wealth, he worked at Edward Jones and held various roles in different industries including education and retail. 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 platform that combines strategic and tactical asset allocation with offerings from both affiliated and third-party sub-managers.

Ryan Coburn is a Series 66-credentialed advisor at Guardian Life with three years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2022, and from 2016 to 2022, he was employed at Spartan Race, Inc. He serves on the Board of Directors for the Children's Museum of New Hampshire and hosts a personal podcast on Spotify and Apple. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Jamie Swasey is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GenX Financial LLC and Transamerica Retirement Solutions. In addition to his advisory role, Swasey serves as Director of Retirement Plan Services at Spencer Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a variety of managed account programs, third-party asset manager access, and comprehensive advisory support services.

Rebecca Landon is a CFP® professional with 22 years of experience in financial advising. She is associated with Eagle Strategies (New York Life) and Neville Financial Group, with a career spanning roles at New York Life Insurance Company and Nylife Securities LLC. Landon is also an insurance broker specializing in life and disability insurance. Eagle Strategies serves a diverse client base including individuals, corporate, and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of advisory programs and emphasizes customized recommendations aligned with client and plan sponsor objectives.

Gregory Mason is a financial advisor with Eagle Strategies (NY Life) based in Hampton, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Eagle Strategies since 2014 and also operates Mason Financial Group, which brokers non-registered insurance products. He serves as Vice President of the One Park Ave Condo Association, where he assists with property maintenance and financial management. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Blanchette is a CFP® professional with 20 years of industry experience, currently affiliated with Commonwealth Financial Network since 2022 and previously from 2008 to 2022. He also leads The Blanchette Financial Group, which he co-owns and operates. Outside of his advisory work, Blanchette serves as a member and director of the board at the Newburyport Five Cents Savings Bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer tailored portfolio solutions including discretionary model portfolios and various personalized program structures.

Travis Grieb is a financial advisor at Sanctuary Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, Inc. for 14 years prior to his current role. Outside of advisory work, he owns and manages three office condos through Stabilis Partners, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives who develop personalized investment strategies under firm supervision, offering various portfolio management options and utilizing multiple analytical approaches.

Briar Golden is a CFP®-certified financial advisor with 21 years of industry experience, currently with Citizens Securities, Inc. in Hampton, NH. Prior to joining Citizens Securities and Citizens Bank, he held positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program.

Sheila Stehlin is a CFP®-certified financial advisor with Commonwealth Financial Network, based in Newburyport, MA. She has 20 years of industry experience and has been with Commonwealth since 2015. Outside of her advisory role, she is a part owner of Port Capital Management, Inc. 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 provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.

Andrew Wolcott is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2022. He serves on the board of directors for Reach for the Top Therapy Services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Evan Arnold is a financial advisor with Commonwealth Financial Network in Newburyport, MA, holding a Series 66 designation and three years of industry experience. He has worked at Commonwealth Financial Network and Port Wealth Management since 2020, and has prior experience at Glaukos and Avedro, Inc. Arnold is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and investment management through various program structures and discretionary model portfolios.

Christopher Connelly is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 22 years of industry experience. He co-owns One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance services. His prior experience includes roles at Cetera Advisor Networks, Voya Financial Advisors, Transamerica Capital, Princor Financial Services, and Principal Life Insurance. 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 a range of advisory programs and services, including wealth management and retirement plan consulting, supported by its Investment Management and Research team and a robust operations and technology platform.

Soner Uguz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at GWFS Equities, TLT Cleaning, Speedway, Camme Transportation, and Flightline Inc. Outside of financial advising, he has been involved in janitorial services and contract security work. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Stephen Coopersmith is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He has been with NewEdge Advisors since 2021 and previously worked at Mid Atlantic Financial Management, Inc. and NewDay Solutions, LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, managing portfolios using mutual funds, ETFs, and individual securities with regular reviews and rebalancing.

James Moran is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise, Atlas Financial Group, and several other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and access to multiple investment strategies through a network of over 400 independent advisers.

Sarah Forhan is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Agia, and Valic Financial Advisors. Outside of her advisory role, she is active in nonprofit governance, serving on the Finance Committee and Board of Directors of the New Hampshire Coalition Against Domestic and Sexual Violence, and owns an e-commerce business specializing in drop-shipping plant and bird supply products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of investment advisory and brokerage services with an emphasis on integrated portfolio construction using firm-provided tools and access to third-party managers.

Gregory Silverman is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities, Inc. from 2014 to 2017. He is a Series 66 credential holder and manages Clipper City Financial, LLC, an entity involved in managing operating expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, typically providing goal-based recommendations without investment discretion.

Amy Hammershoy is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Newmarket, NH, where she has worked since 2020. She has five years of industry experience, following an 18-year career in supply chain management at Walmart. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and is notable for its extensive advisor network and affiliated financial services.