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.

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.

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 at OSAIC with 34 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is a licensed insurance agent providing life and long-term care insurance to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct and manage portfolios with various asset types on discretionary or non-discretionary bases.

Amanda Alksnitis is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 12 years of industry experience and has worked at multiple firms, including Securities America, Inc. and The Patriot Financial Group. Outside of finance, she is co-president of Capitol Region Mothers of Multiples and teaches horseback riding and horse training. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management and comprehensive financial planning through a large network of independent advisors.

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® credentialed financial advisor with 44 years of industry experience. He is currently affiliated with OSAIC and previously worked at Sagepoint Financial, Inc. for 14 years. In addition to his advisory work, he operates an independent insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

Fady Iskander is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following four years at Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of advisory and brokerage services.

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.

Joshua Wright is a financial advisor at RBC Capital Markets with 26 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board of the Manchester Development Corporation, focusing on economic growth planning and development in Manchester, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies using a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities.

Adam Diorio is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. since 2010 and Primerica Financial Services since 2008, as well as two years at 3 Phase Line Construction. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Thomas Harkins is a Series 66-registered financial advisor with LPL Financial, based in Londonderry, NH. He has eight years of industry experience, including twelve years at Enterprise Holdings LLC prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Jonathan Tudor is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Fidelity and its subsidiaries since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a variety of advisory and fund services.

Danielle Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She is a co-owner of Linden Financial Group, a support company based in Amesbury, MA. Her prior experience includes roles at Commonwealth Financial Network and Dolan Financial Services. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs.

David Marcou III is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Dav El/Boston Coach, and Granite Telecommunications. 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 seminars, with a focus on collaborative, goal-based planning using firm-approved analysis tools.

William Cushing Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Akumina for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Yadollah Rezaee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Primerica Advisors since 2014 and also has concurrent experience at Raytheon Inc. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm employs an independent due-diligence process for asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Raymond Halpin is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004, including 11 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner and president of The Halpin Company, which manages bookkeeping, tax filing, and related business operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ethan Betts is a financial advisor with MassMutual Investors Services in Exeter, NH, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in individual life, fixed annuity, disability income, and long-term care insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including standalone Divorce Planning and estate-settlement services.