Timothy Mullin is a financial advisor with Keel Point, LLC in Milford, NH, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Nutter Payroll and Tax Services LLC, Wingate Wealth Advisors, LLC, Boston University, and Fidelity Brokerage Services LLC. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion in assets. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, OCIO, and corporate retirement consulting with a team-based approach that combines fundamental and quantitative analysis.

Robert Okumu Mc Carron is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Granite Rock Wealth Management and GWFS Equities. Outside of his advisory role, he serves as a director of the Coach in Zambia Foundation, a nonprofit focused on youth development through sports and education, and is a board member of Game Plan Sports, a nonprofit youth sports organization. Simplicity Wealth serves a broad range of clients including individuals, retirement plans, corporations, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, alongside technology and operational services for advisers.

Timothy Dick is a CERTIFIED FINANCIAL PLANNER™ practitioner at The Fiduciary Alliance with five years of industry experience. He has previously worked at Dakota Wealth, LLC and John Hancock Investment Management Distributors LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm combines fundamental, technical, cyclical, and charting analysis in managing portfolios and offers a range of services including estate planning and risk management.

Jacob Stewart is a financial advisor at Keel Point, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Granite Financial Partners, Cetera Advisors LLC, Natixis Advisors, and Manulife Investment Management. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, high-net-worth clients, family offices, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to implement diverse strategies, offering customization and using affiliated broker-dealer, insurance, and private fund entities as part of its distinctive operating model.

Benjamin Dickinson is a financial advisor with Santander Securities LLC in Nashua, NH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Santander Securities, he worked at Santander Bank and also spent four years at Papa Ginos. Outside of his financial career, he manages Sad Milk Collective, a music collective that releases music through a Patreon platform. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily focusing on retail investors.

James Perry is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. He previously worked at Banker Life Securities and Bankers Life & Casualty. Perry is also a licensed insurance agent involved in life insurance, annuity, and Medicare plan sales. He is a co-owner of Wealthpath Financial, Inc., a service company for business income and expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and a wrap-fee program, managing approximately $8.6 billion in client assets.

Gary Pelletier is a financial advisor with Northeast Planning Associates, Inc. and holds the ChFC® and Series 63 designations. He has 41 years of industry experience, including roles at Northeast Planning Associates since 2003 and LPL Financial since 2007. Pelletier also serves as a trustee for an irrevocable insurance trust for his parents. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Charles Carella is a financial advisor at Packerland Brokerage Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Carella operates a CPA firm specializing in tax preparation and accounting. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Richard Parnigoni Jr. is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including LPL Financial LLC, Cetera Advisors LLC, and Securities America. In addition to his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple sponsored programs and third-party platforms.

Jeffery Boutin is a financial advisor with ON Investment Management Company in Merrimack, NH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been involved with multiple firms including The Boutin Financial Group, The O.N. Equity Sales Company, Ohio National Life Insurance Company, Guardian Life Insurance Company, and Baldwin & Clarke. Outside of his advisory roles, Boutin also owns and operates a financial advisory business focused on selling life, health disability, long-term care insurance, and fixed annuities. ON Investment Management Company is a SEC-registered investment adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides a range of service options and access to multiple third-party investment programs, managing client assets through both discretionary and non-discretionary arrangements.

Christopher Bryant is a financial advisor at OneSeven with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and Charles Schwab & Co. He is also a licensed insurance agent involved in fixed, health, and variable insurance sales. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm’s investment approach emphasizes long-term strategies while accommodating shorter-term trading, utilizing diversified portfolios with access to alternatives and private placements.

Darin Leeman is a CFP® and ChFC® with 19 years of experience in the financial services industry. He has been with Valic Financial Advisors since 2010 and also holds a role at Agia since 2022. Leeman serves as an adjunct professor and academic researcher in business management and is secretary of Friends of Moeckel Pond, a nonprofit focused on the preservation and maintenance of a historic dam in Windham, NH. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Clinton Hyland is a financial advisor with Valic Financial Advisors in Winooski, VT, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Valic Financial Advisors since 2015 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Debra Franks is a financial advisor with Integrated Wealth Concepts LLC and holds credentials as a CPA, with 8 years of experience at Fortitude CPA and 2 years at Levenson Goldberg & Co. LLC. She has been with Integrated Wealth Concepts since 2024. In addition to her advisory role, she is a managing member of Fortitude CPA, a certified public accounting firm. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advice, employing customized portfolios with a primarily long-term investment approach.

Pedro Rodriguez is a CFP®-certified financial advisor with 13 years of industry experience, currently with T. Rowe Price Advisory Services, Inc. since 2022. Prior to this, he worked for Gwfs Equities, Inc. for seven years. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and delivers financial plans and ongoing reviews through an interactive online platform.

Michael Savastano is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He also operates Savastano Insurance and Financial Services, a DBA used to offer New York Life and other insurance and investment products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains predominantly non-discretionary assets under management, working within the New York Life affiliate structure.

Staci Fall is a financial advisor with Equity Services, Inc. She holds Series 63, 65, and 66 licenses and has 26 years of industry experience. Her prior work includes roles at National Life Group, Santander Securities, Santander Bank, and Commonwealth Financial Network. Outside of her advisory work, she serves as attorney-in-fact for a family member. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Thomas Craig Jr. is a financial advisor with Commonwealth Financial Network based in Wilmington, MA, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at H.D. Vest Investment Securities, Inc. since 2001 and has been affiliated with Daneault Associates, Inc. since 1991. Outside of advisory work, he is involved with Rodman and Rodman, a CPA firm, where he works as an accountant. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and back-office support. The firm provides discretionary model portfolios and various customized investment solutions while supporting advisors with operations, technology, compliance, and practice management.

Matthew Lord is a CFP® professional with 26 years of industry experience. He has worked at Citizens Securities, Inc. since 2004 and previously spent three years at Putnam Investment Management, LLC. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.

Matthew Staples is a Series 66 licensed financial advisor at Citizens Securities, Inc. in Hudson, NH, with 13 years of industry experience. He has worked at Citizens Securities since 2015 and previously spent 11 years at Best Buy Corporation. 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 utilizing ETF-based portfolios and a Managed Account program, while also operating as a broker-dealer and insurance agency.