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Matthew G

Series 66

Greenland, NH

Guardian Life

Matthew Grabowski is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at NYLIFE Securities LLC and Anheuser-Busch, as well as Boston Beer Works. Park Avenue Securities LLC, where he currently works, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Judith C

ChFC®, Series 63

North Hampton, NH

Integrated Wealth Concepts LLC

Judith Chimenti is a financial advisor at Integrated Wealth Concepts LLC with 45 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior work includes roles at LPL Financial, Osaic FA, Inc., and WS Griffith Securities, Inc. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Dean D

Series 66

West Newbury, MA

Commonwealth Financial Network

Dean Digregorio is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 21 years of industry experience, having worked at firms including VOYA Financial Advisors, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also co-owner of One Retirement Source, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Daniel H

CFA®, Series 66

Haverhill, MA

Integrity Alliance, LLC

Daniel Hinchey is a financial advisor at Integrity Alliance, LLC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Integrity Alliance in 2026, he worked at Lincoln Investment and National Financial Services, LLC. Hinchey is also a managing member and attorney at Bespoke Trusts & Estates, LLC, where he creates and implements estate plans and assists with probate administration. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through platforms such as Envestnet and AssetMark.

Annuities ESG / Sustainable investing
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Timothy J

ChFC®, Series 63

Bradford, MA

Eagle Strategies (NY Life)

Timothy Jordan is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and over 31 years of industry experience. He has worked with Eagle Strategies since 2018 and has been operating Jordan Financial and Insurance Services since 2008. Jordan is involved in several community roles, including serving as President of the Haverhill Rotary Club and as a city councilor in Haverhill, MA. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advisory solutions and manages a substantial portion of assets on a non-discretionary basis through a wide network of affiliated representatives within the New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Patrick F

CFA®, Series 63, Series 66

Newburyport, MA

Commonwealth Financial Network

Patrick Fuller is a CFA® charterholder with 28 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Fuller is the owner of Port Capital Management Inc., a securities operating company. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and offering model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Katrina K

Hampton, NH

Integrated Wealth Concepts LLC

Katrina Kowalski is a financial advisor with Integrated Wealth Concepts LLC, holding CPA credentials and two years of industry experience. She previously worked at Auerr, Zajac & Associates for nine years and operated her own CPA practice before joining Integrated Wealth Concepts. She is also a partner at Onpoint Tax & Consulting, PLLC, a CPA firm. Integrated Wealth Concepts 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, and consulting services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Samuel R

CFP®, Series 65

Portsmouth, NH

Mercer Global Advisors Inc.

Samuel Reid III is a CFP® professional with 20 years of industry experience. He has been with Mercer Global Advisors Inc. since 2026 and previously worked at Charter Oak Capital Management for 20 years. Outside of his advisory role, he serves as Vice President and Director of the Strafford Economic Development Corporation and is a board member of the Southeast Land Trust of New Hampshire, where he is involved in local land conservation efforts. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Brigid D

Series 65, Series 63

Haverhill, MA

Empower Advisory Group

Brigid Dolan is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, Mass Mutual, and Prudential Insurance. 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 approach integrates proprietary and third-party planning methodologies, focusing on long-term portfolio returns and client savings rates within a large-scale, affiliate-connected platform.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Austen D

Series 63, Series 65

Haverhill, MA

TD private Client Wealth LLC

Austen Densmore is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC, he worked at Napoli Group McDonalds from 2013 to 2018. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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Jennifer C

Series 66

Newburyport, MA

Newedge Advisors

Jennifer Colby is a financial advisor with NewEdge Advisors holding a Series 66 designation and eight years of industry experience. She has worked at NewEdge Advisors since 2018 and previously was with Flagship Harbor Advisors and LPL Financial. In addition to her advisory duties, she provides administrative support to NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, consulting, and advisory services with an emphasis on centralized due diligence, ongoing monitoring, and the use of technology tools such as algorithmic model portfolios and held-away account platforms.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Richard L

Series 63, Series 65

Portsmouth, NH

Sanctuary Advisors, LLC

Richard Lesavoy is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He previously worked at Lincoln Investment for 11 years and has been involved with MassMEP since 2013. Outside of advising, he serves as Treasurer for the Lamprey Art & Culture Alliance, a community art space, and is a partner at FairTaxPlanning, LLC, specializing in tax preparation and planning. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, and charitable organizations. The firm supports a wide range of investment strategies through a large network of independent advisors and provides access to multiple managed account platforms while operating as a fiduciary under written advisory agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Karen Z

CFP®, Series 66

Portsmouth, NH

Mercer Global Advisors Inc.

Karen Zaramba is a CFP® professional with 20 years of industry experience, currently serving at Mercer Global Advisors Inc. She previously worked at Charter Oak Capital Management for 15 years and Purshe Kaplan Sterling Investments for 8 years. Zaramba is a member of the Seacoast Women's Investment Group and has served as treasurer for the Pope Memorial Cocheco Valley Humane Society. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of advisory services including investment management, financial planning, and family office support. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and separate accounts, complemented by specialized programs and tax-management strategies.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Rebecca S

Series 63

Newburyport, MA

Newedge Advisors

Rebecca Schrumm is a financial advisor with NewEdge Advisors, holding a Series 63 credential and more than 22 years of industry experience. She has worked at LPL Financial since 2013 and was associated with Flagship Harbor Advisors from 2013 to 2021. She provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jayson S

CFP®, Series 63, Series 65

Hampton, NH

Citizens Securities, Inc.

Jayson Spring is a CFP® professional with 29 years of industry experience, currently serving at Citizens Securities, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Hampton, NH. 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’s advisory offerings include a digital advisory program managed with SigFig and a separate Managed Account program, and it operates as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Matthew S

Series 66

Kingston, NH

Commonwealth Financial Network

Matthew St. Onge is a financial advisor with Commonwealth Financial Network in Kingston, NH. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he was associated with Harbour Capital Corporation and worked at the University of New Hampshire. Outside of financial advising, he has engaged in industrial shelving installation as a general laborer. 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 about $213 billion in client assets. The firm offers a broad range of managed-account programs, third-party manager access, and custody and clearing services, supporting advisors with both discretionary and nondiscretionary portfolio solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Lena W

CFP®, Series 65

Portsmouth, NH

Mercer Global Advisors Inc.

Lena Wyand is a CFP® credentialed financial advisor with 18 years of industry experience. She is currently with Mercer Global Advisors Inc. and previously spent 19 years at Charter Oak Capital Management. Outside of her advisory role, she is a 25% owner of OAK TREE PROPERTIES, INC., a business owning a commercial property. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Patrick G

CFP®, Series 65, Series 63

Salem, NH

Empower Advisory Group

Patrick Gilligan Jr. is a CFP® professional with 11 years of industry experience. He is currently affiliated with Gwfs Equities, Inc. and works at Empower Advisory Group in Salem, NH. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm employs an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Gregory R

Series 63, Series 66

North Hampton, NH

Empower Advisory Group

Gregory Rasmussen is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. and EBSCO Information 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. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Andrew M

Series 63, Series 65

Derry, NH

Eagle Strategies (NY Life)

Andrew Manuse is a financial advisor with Eagle Strategies (NY Life) based in Derry, New Hampshire. He holds Series 63 and Series 65 designations and has nine years of industry experience. Prior to joining Eagle Strategies in 2019, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Outside of his advisory role, Manuse is a pastor at First Fruits Ministries and volunteers with nonprofit organizations focused on policy advocacy and business support in New Hampshire. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through various programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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