Kristen Lindahl is a CFP® professional with eight years of industry experience, currently serving as an advisor at Fiduciary Financial Advisors since 2024. Prior to this role, she was not employed in the financial industry. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines discretionary investment management with services such as outsourced CFO engagements and digital-asset portfolio management, using a blend of fundamental, quantitative, and technical analysis tailored to client needs.

Robert Walczak is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining both in 2025 after 16 years at Commonwealth Financial Network and 10 years with Granite State Wealth Management. He owns Granite Oak Private Wealth, which offers fixed insurance products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of strategies, including advisor-managed accounts, third-party money managers, and an internal portfolio team, while offering services such as portfolio reporting and financial planning.

James Ellis is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Affinity Investment Group, LLC, Trilogy Capital, Trilogy Financial, and Cantella & Company. Ellis is also involved with Retirement Income Source SFG, providing client advisory services and fixed insurance sales. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on income-oriented investment strategies and combines active portfolio management with third-party manager allocations, offering a range of services such as financial planning, ERISA plan services, and ETF sub-advisory.

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.

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.

Christopher Vassilopoulos is a financial advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Aon Securities LLC, Townsend Holdings LLC, and several other firms. Vassilopoulos serves as Chair of the Membership Committee for the Georgia Association of Public Pension Trustees and is a board member of the Boston College Alumni Association. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and provides services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

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.

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.

Sumeet Malhotra is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities, Santander Bank, and Citizens Securities, among other related entities. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

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.

Brian Glick is a CFA® charterholder with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth Advisers, Neirg Wealth Management, Raphael & Raphael LLP, and Gagnon Tax LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating quantitative analysis and tax-sensitive portfolio construction.

Victoria Byrd is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2021. Outside of her advisory role, she works as a Seasonal Guest Advocate in retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

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.

Paul Fisher is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones and Empower Financial Services. 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 through an integrated model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base relative to advisor headcount.

Brandon Hobi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at TD Bank N.A. since 2018 and a prior position at NYLIFE Securities LLC and New York Life Insurance Company in 2017-2018. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, using a technology platform provided by Envestnet and custody services from Pershing.

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. in Salem, NH, holding Series 63, Series 65, and Series 66 licenses and 26 years of industry experience. She has worked at Equity Services Inc. since 2017 and has prior experience with National Life Group and Santander Securities. Outside of her advisory role, she serves as durable power of attorney for a family member. 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 combines long-term investment strategies with third-party asset managers and model portfolios, offering both discretionary and non-discretionary advisory programs.

Afsana Jahan is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Foreside Fund Services, Tidal ETF Services/Toroso Investments, and Balanced Rock Investment Advisors. Jahan serves as an Investment Committee and Advisory Board Member for Envest Microfinance Cooperative, an impact investment fund manager focused on financing microfinance institutions in developing countries. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.