Erin Ball is a financial advisor at UBS Financial Services in Concord, NH, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019, following roles at Fidelity Brokerage Services LLC and TD Bank. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jack Cowette is a Series 66 licensed financial advisor with LPL Financial in Manchester, NH, where he has worked since 2022. He has one year of industry experience and prior work includes roles at St. Mary’s Bank and the University of New Hampshire. Outside of finance, he previously worked in the restaurant industry at Giovanni's Roast Beef & Pizza. 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 institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Seth Mcnally is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Cetera Investment Services, and Banc of America Investment Services. Outside of his advisory work, he serves on several public advisory committees and nonprofit boards, including the Hampton Harbor Bridge Public Advisory Committee and the New Hampshire Seacoast Greenway Alliance. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual and corporate financial planning services.

Eric Bahr is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge in 2017, he worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Bahr is also the owner of Caddis in the Rough, a business focused on sport, fitness, and gaming. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various account platforms, discretionary and non-discretionary management, and proprietary model strategies.

John Brennan III is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. outside of Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Harrison Smith is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Aaron Hobart is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Fidelity Investments, Merrill, J.P. Morgan Securities, and Ameriprise. Outside of finance, he is a co-owner and musician with Matty and the Penders LLC in Northwood, NH. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Kyle Birchall is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Voya Financial Partners and ADP Broker-Dealer, Inc. He currently works at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Michael Kiley is a Series 66-licensed financial advisor with Ameriprise in Manchester, NH, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Kiley manages several commercial and residential property-related LLCs, including office buildings and multi-family homes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Michael Muise is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 19 years of industry experience. He previously worked at Edward Jones for 11 years and served in the U.S. Air Force Reserves for 10 years. Muise operates under the marketing name Keeling Wealth LLC and owns Muise Financial Services, LLC, which supports his role at Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining unique services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Sidney Tyner Jr. is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. for 33 years before joining OSAIC in 2018. Outside of his advisory role, he is involved in insurance brokerage and financial planning through management and agency positions in related firms. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services via a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization supported by various investment strategies and maintains a complex affiliate network that supports a broad range of financial products.

Sara Bee Pichette is a Financial Advisor with Merrill Lynch Wealth Management based in Manchester, New Hampshire. She focuses her practice on areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible, values-based and ESG investing, women and wealth, and tax minimization. Sara earned a Bachelor of Arts degree in Psychology from the University of Colorado Boulder. Throughout her career, she has held roles at Transamerica, BlackRock, and Impax Asset Management. She holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sara contributes to her community through involvement with organizations such as the Boys and Girls Club of Manchester as a Youth Lacrosse Coach, the Manchester Police Athletic League, New Hampshire Business for Social Responsibility, and the New Hampshire High Tech Council. She lives in Manchester with her husband, their two daughters, and their dog. Her personal interests include boating, hiking, music, skiing, spending time with her family, and yoga.

Suzanne Killea is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2003 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Laura Ellum is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Hodges Development Corporation for eleven years. She serves as a board member of the Portsmouth Maritime Folk Festival, participating in committees focused on art, culture, and education. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through a wide range of financial programs.

Patricia Clark is a Series 66-licensed financial advisor with Morgan Stanley in Manchester, NH, with 10 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Philip Pleat is a financial advisor at Merrill with Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1980 and concurrently with Bank of America, NA since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rhonda Manning is a financial advisor with Morgan Stanley Smith Barney LLC in Manchester, NH, holding a Series 66 designation and having 4 years of industry experience. She has been with Morgan Stanley since 2008. Outside of her advisory role, she serves as president of the Stonegate IV Condo Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Lee Petersen is a financial advisor with Ameriprise in Meredith, NH, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Petersen is a managing partner of Lakes Region Development, Inc., where he is involved in strategic, operational, and financial management related to the Ameriprise practice. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

Cynthia Magner is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Concord Lions Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Elizabeth Hodgdon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior experience includes roles at Mass Mutual Life Insurance and MML Investors Services, as well as operating as a self-employed advisor. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple platform options.