David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Noah Paige is a financial advisor with Cambridge Investment Research Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisors and Flight Financial Group. He also volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies through a large network of financial professionals.

Dustin Ramey is a CFP®-credentialed financial advisor with Edward Jones, serving clients in Raymond, NH. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is a member of the Sanborn Regional School Board in Kingston, NH. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Edward Wardle is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is licensed to sell life and health insurance, including long-term care products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization through various managed account programs and supports multiple custodial and legacy platforms.

Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with eight years of industry experience. She has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stephen Coolidge is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he focuses on developing financial plans that align with clients' priorities and goals, emphasizing personalized strategies based on individual client needs. Prior to his current role, Stephen worked as an Investment Solutions Consultant at Fidelity Investments Life Insurance from 2013 to 2018. His experience spans various aspects of financial consulting, with a focus on investment solutions and executive planning. Stephen values understanding each client's unique situation to provide tailored financial advice. Additional information regarding his education, credentials, personal interests, or community involvement was not provided.

Arthur Macgregor Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 18 years before joining Cetera and Lighthouse Federal Credit Union in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts.

Robert Dufour is a ChFC®-designated financial advisor with 44 years of industry experience. He currently works at OSAIC, having joined the firm in 2023 after 14 years with Sagepoint Financial, Inc. In addition to his advisory role, Dufour operates an independent insurance sales business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform that utilizes model-based asset allocation and portfolio optimization.

Andrew Rocco is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including MetLife Securities and Bay State Financial Services. In addition to his advisory role, he is involved in individual life, health, and group health insurance brokerage. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools, and a range of programs including wrap accounts, money-manager programs, and educational seminars.

Catherine Paige is a financial advisor with Cambridge Investment Research Advisors in Dover, NH, holding Series 63 and Series 66 credentials and with 10 years of industry experience. She has worked at firms including Cetera Advisors and Questar Capital Corporation, and maintains an investment-related role with Flight Financial Group. Additionally, she volunteers as an instructor with a financial education service. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through thousands of financial professionals. The firm provides access to multiple platforms and custodians, discretionary and non-discretionary management, and proprietary model strategies under its Founders Gate Capital brand.

Jonathan Tudor is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2006. His current role is based in Newmarket, NH. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages several registered investment companies with formal advisory and governance procedures.

Kimberly Place is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her work history includes roles at Merrimack County Savings Bank, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. She is also registered as a non-variable insurance agent. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Jennifer Craig is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside additional services such as affiliated trust custody and insurance product facilitation.

Daniel Gagnon Sr. is a financial advisor with LPL Enterprise holding the ChFC® and Series 63 designations and has 33 years of industry experience. His prior firms include Prudential Insurance Company of America, PRUCO Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also involved with IRIS Financial Group, LLC, focusing on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Jamin Purtell is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cadaret Grant & Co., Inc., Lincoln Financial Advisors Corporation, and Signator Investors Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Nicholas Caron is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Oppenheimer & Co., Inc. Outside of his advisory role, he is employed as a bartender at Cape Neddick Country Club in Dover, NH. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, relying on portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to managed accounts, and insurance product sales through affiliated entities.

Corey Oneil is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as Director of Trust Funding and Administration at Hudkins and ONeil PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and institutional platforms, with advice delivered by a large network of investment adviser representatives.

Samuel Mark is a financial advisor with Equitable Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. His work history includes roles at Vermont State ECU, LPL Financial, and the Vermont Department of Labor. Outside of his advisory career, he has experience working with a creative firm, Robot Dog Studio, and in the food industry at American Flatbread. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, with a network of Investment Adviser Representatives delivering both proprietary and third-party solutions.

Thomas Scala is a Series 66 licensed financial advisor with Fidelity, based in Dover, NH. He has two years of industry experience and has worked at Fidelity Investments since 2024. Prior to joining Fidelity, his background includes roles in sales and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs, and maintaining oversight of affiliated and unaffiliated sub-advisers.

Laurence Foss Jr. is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes eight years at Edward Jones and over two decades at Foss Motors Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory solutions using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.