Carl Hanson is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2018. His prior experience includes roles at Signator Investors, US Advisory Group, and Transamerica Financial Advisors. Outside of advisory work, he prepares a limited number of tax returns for non-securities clients during the late spring and early summer. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model‑based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

John Mac Donald IV is a financial advisor at Raymond James Financial with the designations ChFC® and Series 66 and 10 years of industry experience. He has worked at Raymond James Financial since 2025 and previously held roles at Dolan Financial Services and Commonwealth Financial Network. Outside of his advisory duties, he is involved with Linden Financial Group, where he contributes to comprehensive financial planning and client service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tucker Schell is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at John Hancock Investment Management and MFS Investment Management. Tucker also spent four years at the University of New Hampshire. 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.

Ryan Mclaughlin is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at L.M. Kohn & Company and CGI Wealth Management LLC, where he serves as Vice President. His professional activities include retirement and investment planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars through annual, collaborative client relationships.

Lindsay Pandiscio is a financial advisor at Ameriprise in Merrimack, NH, with 13 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Edward Waldron III is a financial advisor with OSAIC based in Newburyport, Massachusetts. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation and Investors Capital Corp. Waldron is also involved in insurance sales through his ownership of Physician's Financial Network LLC and North Shore Advisory Group Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan participants, charities, and corporations. The firm employs a model-based investment approach supported by tools for asset allocation and portfolio optimization and offers a range of advisory and brokerage services across multiple platforms.

Daniel Brochu is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1999. Outside of advising, he is involved in sales of investment-related products and referral services for home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Next Financial Group Inc, where he worked for 18 years, and Citizens Securities, Inc., where he spent four years. Outside of his advisory work, he is involved as a musician with Third Man High. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Daniel Morong is a CFP® professional with 29 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Londonderry, NH office. Ameriprise offers a retirement-income planning service geared toward individuals near or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement income plans.

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.

Nicolas Cunha is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years with Putnam Investments. 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 nationwide network of financial advisors and branch offices.

Hollie Donovan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with MSI Financial Services Inc. In addition to her advisory role, she is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, employing collaborative, software-supported planning processes.

Preston Carbone is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior roles include positions at John Hancock and MassMutual. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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.

Blake Murray is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Outside of financial services, he spent two years involved with 603 Brewery and has experience in education and family dentistry settings. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

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.

Brian Rybicki is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2007. He operates out of Newburyport, MA, and holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, supported by extensive technology and a broad network of over 22,800 advisors.

Fady Iskander is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

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.