Donald Daniels is a financial advisor at Daniels D'Amelio Investment Management Group, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill Lynch, and Deutsche Bank. Daniels has been with Daniels D'Amelio Investment Management Group since 2019. Daniels D’Amelio Investment Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individual investors and employer-sponsored retirement plan sponsors. The firm manages approximately $45 million in assets and employs a combination of fundamental, technical, quantitative, and sector analysis to construct and monitor individualized portfolios. It also offers employer retirement-plan consulting and corporate services, including tax and corporate-structure advice.

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.

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.

John Fontana Jr. is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Western Maine Retirement Solutions since 2005. Outside of his advisory role, he is also a musician. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

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.

Michael Lee is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 11 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a wide range of delivery options and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Lucas Jordan is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise, along with a variety of roles outside the financial sector, including positions in retail and education. 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 programs, including discretionary and non-discretionary wrap fee 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.