Janice Ainsworth is a financial advisor with Rockworth Investment Services LLC, holding a Series 65 designation and 16 years of industry experience. She has been with Rockworth Investment Services since its founding in 2010 and also maintains a long-standing career with RE/MAX Presidential in real estate. Rockworth Investment Services provides continuous, discretionary portfolio and asset management to individuals, corporate plans, and trusts. The firm employs an active, tactical investment approach favoring ETFs and individual stocks, with frequent monitoring and portfolio adjustments in response to market developments.

Deborah Doucet is a CFP® with 15 years of industry experience and is the sole advisor at Saco River Financial Planning in Bartlett, NH. She has worked at LPL Financial since 2012. Outside of advising, she is involved in adjunct teaching and self-publishes books. Saco River Financial Planning serves middle-income individuals and families, as well as trusts, estates, charitable organizations, and small businesses. The firm provides comprehensive financial planning and generally manages client assets on a largely non-discretionary basis, emphasizing client control over transaction approval.

Craig Duvarney is the principal of Craig Duvarney, CFP, an SEC-registered, single-adviser firm based in Bartlett, New Hampshire. He holds the CFP® designation and has 26 years of industry experience, including roles at Royal Alliance Associates, Inc. and Osaic Wealth. Duvarney volunteers as a guest lecturer and mentor at Babson College and serves as a counselor for the Van Noy Valor Foundation, a nonprofit supporting disadvantaged youth. His firm primarily serves high-net-worth individuals and families, offering written financial planning, customized portfolio management, and retirement plan consulting. The investment approach includes long-term positions using actively managed mutual funds, ETFs, stocks, bonds, and cash equivalents, with discretionary authority commonly used for rebalancing and quarterly account reviews.

Lawrence Nicotera is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and spent over two decades at Fidelity Investments in various roles. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s approach integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Stephen Goldsmith is a financial advisor with Commonwealth Financial Network and Casco Bay Wealth Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Commonwealth Financial Network since 2008 and Casco Bay Wealth Advisors since 2013. Outside of his advisory work, Goldsmith is the owner and operator of Rocky Ridge Farm and serves as a selectman for the Town of Lovell, Maine. He also provides emergency medical technician services to local ski patrol and rescue organizations. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the Commonwealth platform have discretion to build portfolios using a broad range of securities and insurance products, supported by the firm’s Investment Management and Research team, which manages discretionary model portfolios and offers various advisory program structures.

Brian Day Lewis is a financial advisor with LPL Financial in St. Joseph, MO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Voya Financial Advisors for six years before joining LPL Financial in 2021. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and delivers solutions through a large network of investment adviser representatives.

Brent Holcombe is a CFP® with 32 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 1993, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Vincent Osgood is a financial advisor with Edward Jones in Conway, NH, holding a Series 66 designation and four years of industry experience. He previously worked at Norway Savings Bank from 2014 to 2021. Outside of his advisory role, he serves on the finance committee of the West Oxford Agricultural Society, a local fair organization, where he is involved in budgeting and long-term financial planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marjorie Amico is a financial advisor at Cetera with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Waddell & Reed, and various insurance carriers. Outside of her advisory role, she is a co-owner of Queen House, LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Andrew Orsini is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, focusing on serving families and business owners across various wealth and life stages. Andrew is a qualified Portfolio Manager who provides traditional financial advice as well as personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. Andrew earned a bachelor's degree in Finance and Accounting from the University of Dayton in 1982 and holds the designation of Personal Investment Advisor (PIA). He leads a team dedicated to clients in the New England region and emphasizes putting client interests first, following the philosophy of Merrill Lynch's founder, Charles E. Merrill. Beyond his professional role, Andrew is actively involved in his community. He participates in several organizations, including the Mount Washington Valley Chamber of Commerce, Mount Washington Valley Economic Council, Conway Area Humane Society, Technology Village Realty Management, The Memorial Hospital, and Mount Washington Valley Healthcare. His commitment to community service and volunteer work reflects his dedication to the region and its residents.

Shawn Christine Adjutant is a financial advisor with Edward Jones in Conway, NH, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 21 years of industry experience, including 13 years with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frances Day is a financial advisor with Edward Jones in North Conway, NH, holding a Series 66 designation and with eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent five years at TPx Communications. Outside of finance, she holds a New Hampshire state license as an esthetician. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm supports a large nationwide network of advisors and branch offices and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Lewis Kalmans is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he serves on the boards of the Houston Jewish Community Foundation and the Severance Lodge Club homeowners association, and is a committee member of the Jewish Federation of Greater Houston. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

John Macdonald is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2016, following an 18-year tenure at Investors Capital Corp. Outside of advising, he serves as vice president of a software company, is the technical director and ski race coach at a ski area, and acts as a justice of the peace performing wedding ceremonies. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.