Raymond Burstein is a financial advisor at Edward Jones in Concord, NH, holding CFP®, ChFC®, and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Second Start Alternative High School and St. Paul's School. Outside of his advisory role, he participates as an ambassador and pro staff member for fishing apparel and equipment companies, promoting them on social media in exchange for product discounts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Daniel Ringelstein is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in partnership with The Doyle Group based in Manchester, New Hampshire. He provides high net worth clients with tailored financial strategies, investment management services, and comprehensive wealth forecast planning to support their long-term goals. Daniel earned his Bachelor's Degree in Economics from Vassar College in 2000. He began his finance career as a Cash and Equity Trader in Manhattan until 2007, followed by a role as Portfolio Manager and Partner at ECM, a Norwegian-based hedge fund company. In 2011, he co-founded Winnipesaukee Capital LLC, focusing on managing private equity and real estate investments in Northern New England. Since transitioning to wealth management in 2013, Daniel has worked at Merrill Lynch and Morgan Stanley, building upon his extensive investment experience. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Daniel enjoys hiking, boating, and swimming in the Lakes Region of New Hampshire and Norway with his wife and two sons. He is also an automotive enthusiast and collector.

Jason Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes positions at the Department of Homeland Security and the U.S. Postal Service. Outside of his advisory role, he participates in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Tiffany Snow is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Nathaniel Buiel is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. He previously worked at Ameriprise and has been associated with Davidson & Stone, PLLC, and Davidson & Sons, where he provides tax preparation and financial advisory services. He is also a partner in a commercial real estate venture that houses his accounting and advisory practices. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Sarah Fleck is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. Prior to joining Edelman Financial Engines, she worked in educational roles at New Hampton School and King Philip Regional School District. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Lauren Wright is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved in managing a special needs trust and serves as a trustee and guardian, overseeing professional fund management and court reporting. She also teaches English as a Second Language to adult learners and works as a server at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management offerings.

Jeffrey Parsons is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has worked previously at LPL Financial and Invest Financial Corporation. Parsons also operates as an independent insurance agent through Parsons Financial Associates, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing access to proprietary models and third-party strategies tailored to client objectives.

Jodi Steverman is a financial advisor with Ameriprise in Allenstown, NH, holding a Series 66 designation and beginning her advisory career in 2022. Prior to joining Ameriprise, she worked in education at Westwood Public Schools and in healthcare at Phillips Healthcare. Outside of her advisory role, she is involved in tax preparation services through Velocity Tax Planning. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation to support its retirement-income consulting process.

Cassandra Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Brendan Furtek is a financial advisor with Cetera, holding Series 65 and Series 63 designations and two years of industry experience. His prior work experience includes roles at the Bank of New Hampshire and Morrison Nursing Home. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and approximately $256 billion in assets under management.

Walter Razzaboni Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2012. He is a member of the finance committee at The Wilson House, a social services charity in East Dorset, VT, which is connected to the founding location of Alcoholics Anonymous. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Trudi Gosine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Pfs Investments Inc. and Primerica Financial Services since 2002 and has been a State of New Hampshire Notary for 20 years. Her activities include sales of investment-related products and occasional referrals for home security and automation services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates approximately 3,698 financial advisors across about 1,829 offices with roughly $15.5 billion in assets under management.

Philip Keller is a financial advisor with RBC Capital Markets in Concord, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. Keller serves on the finance committee at St. Joseph's Cathedral in Manchester, NH, and advises on fundraising strategies at The Granite YMCA. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual, institutional, and charitable clients. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Stacey Blodgett is a CFP® professional with 27 years of industry experience, currently serving at Cetera in Concord, NH. Her prior work includes roles at Morgan Stanley and Investors Capital Corp., as well as leadership positions at Globe Wealth Management. Outside of her advisory work, she is a board member of a condominium association and a partner in several business ventures including real estate and an LLC managing forestry payments. Cetera operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a variety of discretionary and non-discretionary investment management and financial planning services.

Trent Mc Goldrick is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. Prior to joining RBC, he held roles at Fidelity Investments, Aligned Real Estate Partners, and worked as an independent insurance broker. He also has experience in education and community recreation, having worked at the University of New Hampshire, Fairfield Ludlowe Highschool, Roger Ludlowe Middle School, and Fairfield Parks & Rec. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Elizabeth Benoit is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Axiom Advisors LLC and Commonwealth Financial Network. In addition to her advisory role, she has operated a tax preparation business since 2012. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and proprietary model strategies while maintaining a network of independent Financial Professionals who tailor solutions to client objectives.

Thomas Berry is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Berry serves as chairman of the golf committee and a member of the board of directors at Laconia Golf Club in New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jessica Mclavey is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of her advisory role, she provides pet sitting and dog walking services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Stephen Tyner is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with OSAIC and GenX Financial LLC, and has previously worked with Royal Alliance Associates, Boston Partners Financial Group, and Groe Advisors. Outside of advisory roles, he has worked as an insurance agent through CORE Group Insurance Agency. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.