Chelsea Belyea is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Advisory Services Network since 2019. She previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Chelsea also provides tax preparation services through an independent CPA firm and is a licensed insurance agent for fixed annuities and life insurance. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a range of strategies including discretionary and non-discretionary management.

Ronald Swanick is a financial advisor with Independent Wealth Network, Inc. in Portsmouth, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Brownstone Financial Group LLC, ABC Financial, Simplicity Wealth, LLC, GWFS Equities, Inc., and New York Life Insurance Company. Swanick is also the owner of Swan Insurance Group, which offers insurance and fixed annuities. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers, employing strategies tailored to client goals that include fundamental and technical analysis, options, and margin trading where appropriate.

Mike Gula is a financial advisor with F.L. Putnam Investment Management Company in Portsmouth, NH. He holds Series 63 and Series 66 licenses and has 24 years of experience in the industry. His prior work includes nearly two decades at Charles Schwab Bank and Charles Schwab. F.L. Putnam serves a diverse client base, including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management and financial planning. The firm utilizes customized portfolios combining internal and third-party strategies across multiple asset classes, emphasizing strategic asset allocation with tactical flexibility.

Michael Desclos is a CFP® professional with six years of industry experience. He has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at SVB Wealth LLC and Boston Private Wealth LLC. F L Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized portfolios that combine internally managed and third-party strategies across multiple asset classes. The firm provides various services such as discretionary and non-discretionary investment management, financial planning, and family office solutions, and distinguishes itself through offerings like an interval fund focused on alternative assets and trust and custody services via a wholly owned subsidiary.

Laurie Barrett is a financial advisor with F L Putnam Investment Management Co., holding a Series 65 credential and 16 years of industry experience. Prior to joining F L Putnam in 2026, she worked at Seascape Capital Management, LLC, Customers Commercial Finance, LLC, and Prentiss Smith & Company. F.L. Putnam serves individual and institutional clients, including registered investment companies, foundations, endowments, schools, and religious organizations. The firm offers customized portfolios using both internally managed and third-party strategies across multiple asset classes and employs a strategic asset allocation framework with tactical flexibility.

Michael Amado is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth and TD Bank since 2019. Prior to his advisory career, he was a full-time student for nine years. 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’s investment approach combines strategic and tactical asset allocation using a mix of affiliated and third-party sub-managers within a discretionary trading framework.

Michael Dalleo is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Equities Corporation for five years. In addition to his advisory work, he is a published author of fiction and serves as Grand Knight for his local Knights of Columbus council, a volunteer role involving community fundraising and events. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs, utilizing strategic and tactical approaches supported by an Investment Management & Research team.

Valerie Morgan is a CFP® with 33 years of industry experience. She has worked at Ameriprise Financial Services, Inc. since 1988. Outside of her advisory role, she is the owner of a revocable trust that manages rental properties. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisers who implement various investment strategies and offers solutions such as separately managed accounts and retirement plan consulting.

Thomas Sedoric is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he is involved with Boo’s Bucket List, LLC, where he advises on strategy and planning, and he participates in governance activities at Piscataqua Savings Bank. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services.

William Puduski is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and eight years of industry experience. He has worked with Steward Partners since 2018 and previously was with Raymond James Financial Services. His work history also includes time at Northwestern Mutual and UMASS Lowell. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise 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, providing a range of investment advisory, financial planning, and managed account services.

Peter Coutracos is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at Santander Bank, NA, Santander Securities, LLC, Bank of America, N.A., Merrill, Efs, Inc., and Eag, LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program using proprietary algorithms alongside traditional managed account services.

Kimberly Mello is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including UBS Financial Services and Financial Engines Advisors L.L.C. Outside of financial services, she had a role at Old School Cafe in 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions.

R Nee is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been associated with various Steward Partners entities since 2015 and previously worked at Raymond James Financial Services. Outside of his advisory role, he is involved in non-variable insurance and annuities through Steward Partners Global Advisory, LLC, and owns Seacoast Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, high-net-worth clients, retirement plans, and charitable organizations, offering tailored investment advisory and financial planning services through a variety of portfolio management programs and third-party selections.

Joseph Quinn Jr. is a financial advisor with Integrated Wealth Concepts LLC in Dover, NH, holding a Series 66 designation and 24 years of industry experience. He has worked at Lincoln Financial Advisors and LPL Financial and has been affiliated with Leone, McDonnell & Roberts, PA, a CPA firm, for over two decades. He serves as Vice President and a member of the Board of Directors at Exeter Country Club. Integrated Wealth Concepts LLC 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 customized portfolios with mutual funds, ETFs, equities, and fixed income using a primarily long-term investment approach.

Joseph Alvarez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 21 years of industry experience. He has worked at Commonwealth since 2013 and is also the owner of Banyan Financial Services, where he facilitates securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

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.

James Elliott is a financial advisor with Beacon Pointe Advisors, LLC in Portsmouth, NH, holding a Series 65 designation and seven years of industry experience. His prior roles include positions at Bleakley Financial Group, Private Advisor Group, Heller Wealth Advisors, and Dale Carnegie Northern NJ. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a range of strategies including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm employs a manager selection process based on quantitative and qualitative due diligence and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

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.