David Mongeau is a financial advisor with Chess Financial Planning LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LLC and WCG Wealth Advisors, LLC. Mongeau is also a licensed insurance producer and an Enrolled Agent providing tax-preparation services. Chess Financial Planning delivers financial planning and investment advisory services primarily to individual clients and very small employer retirement plans. The firm emphasizes plan-driven investment advice, using low-cost ETFs and mutual funds, and operates on a non-discretionary basis with largely virtual client interactions.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Kevin Monroe is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including over two decades at Mwa Financial Services, Inc. Monroe is also a board member of River of Life Church, a religious organization. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Gregory Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Junior Warden on the Vestry of St. John the Baptist Episcopal Church, participating in property management and church operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a managed-account program and periodic plan reviews, emphasizing planning delivered through a large network of financial advisors rather than institutional portfolio management.

Lance Hoenig is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns LDH Group, which holds investment property and a local office in Kennebunk, Maine. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Brittany Baylor is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she sells produce from her home garden in Middleton, NH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Thomas Scala is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Enterprise in the sales division and various positions in hospitality and construction. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Denise Adorian is a Series 66-registered financial advisor at Thrivent Investment Management with experience starting in 2025. Prior to joining Thrivent, she worked in the life sciences and business sectors, including roles at Life Science Outsourcing and SchaeferRolls, Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Dana Pelkey is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and its related entities for over 20 years. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach centers on model portfolios developed by its research team and third-party strategists, offering both discretionary and non-discretionary financial planning and access to various asset management programs.