Hope Martin is a CFP® and holds a Series 66 license, with 13 years of industry experience. She currently works at Hightower Advisors and previously spent nine years at Vigilant Capital Management and one year at Merrill. She serves as a board member and finance committee volunteer for The Music Hall, a nonprofit theater in Portsmouth, NH. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with capabilities that include discretionary portfolio management, financial planning, and retirement plan consulting.

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.

Matthew Herman is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently with Integrity Alliance, LLC and has previously held roles at firms including Lincoln Investment and Questar Asset Management. Outside of advising, he is involved in multiple business ventures including ownership interests in an insurance and real estate holding company as well as a marine service business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, employing various investment approaches through discretionary accounts, model portfolios, and platform access.

James Holler is a CFA® charterholder with four years of industry experience. He currently works at Hightower Advisors, where he has been since 2023. His prior experience includes roles at VIGILANT Capital Management and NEPC, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of trusts and pooled investment vehicles. The firm uses a multi-manager approach with both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Colin Kelley is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at VIGILANT Capital Management and Prime Buchholz LLC. In addition to his advisory roles, he has been affiliated with the University of New Hampshire since 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Izabela Hallett is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Her prior roles include positions at Vigilant Capital Management, LLC and William Blair & Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers and employing proprietary research in portfolio construction.

Paul Kageleiry is a financial advisor with Eagle Strategies (New York Life) based in Dover, NH. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, working with NYLife Securities Inc. and New York Life Insurance Company since 1987. Outside of his advisory role, he serves as president of the Central Commons Condo Owners Association, managing community-related matters. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Gautier Wallaert is a financial advisor at NewEdge Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA, Fidelity, and Fidelity Personal Trust Company. He is currently focused full-time on his role at 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 provides a broad range of portfolio management, financial planning, and consulting services with an emphasis on centralized due diligence, technology-supported solutions, and multiple program structures including advisor-managed accounts and model-based strategies.

Sarah Smets is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities Inc., Citizens Bank, and Lake Street Advisors. Outside of her advisory role, she has engaged in network marketing for hair care products, which provided passive income. TD Private Client Wealth LLC serves institutional clients, high-net-worth individuals, and retail clients through discretionary managed account programs and brokerage services. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Brian Maclean is a CFP® with 34 years of industry experience. He has been with Commonwealth Financial Network since 2010 and has also worked at IFS Financial Corporation since 1991, where he serves as president and sole owner, focusing on insurance and tax services as well as practice management consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing client assets totaling approximately $213 billion. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and retirement consulting.

Steven Bricker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Steward Partners and its affiliated entities since 2016 and previously worked at Raymond James Financial Services from 2015 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by national custodial and platform partners.

Matthew Grabowski is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, with one year of industry experience. His prior work includes positions at Anheuser-Busch and Boston Beer Works. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.

James O Connor is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Hightower in 2023, he worked at Vigilant Capital Management, LLC and Columbia Management Investment Distributors Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, with services such as portfolio management, financial planning, and retirement consulting.

Stephen Spector is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. He serves as a board member for a condominium homeowners association in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of in-house and third-party investment solutions.

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.

Anka Vidacic is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked with Steward Partners and Raymond James Financial Services in various capacities since 2013. Outside of her advisory role, she manages client administration for Highwater Wealth Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale 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, offering a range of investment advisory and financial planning services.

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.

Samuel Witherspoon is a CFA® charterholder and holds the Series 66 designation, with 12 years of experience in the financial industry. He has worked at Hightower Advisors since 2023 and previously spent eight years at Vigilant Capital Management LLC and one year at Morgan Stanley. Hightower Advisors offers investment advisory and planning services to a diverse group of individual and institutional clients, providing portfolio management, financial planning, and retirement consulting through a multi-manager approach that incorporates both affiliated and third-party managers.

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.

James Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Steward Partners Investment Advisory, Steward Partners Global Advisory, and Steward Partners Investment Solutions since 2024. Prior to his advisory career, he was employed at Confluent Medical Technologies and General Dynamics Electric Boat. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services.