Catherine Paige is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2024 and previously at Cetera Advisors and Questar Capital Corporation. Outside of her advisory role, Paige volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a wide range of platform arrangements and both discretionary and non-discretionary investment strategies.

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.

Kimberly Place is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her prior roles include positions at Merrimack County Savings Bank/MillRiver Investment Management and Penn Mutual Life Insurance Company. She is also licensed as a non-variable insurance agent. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

Jennifer Craig is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Daniel Gagnon Sr. is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, PRUCO Securities, LLC, and Prudential Insurance Company of America. He is involved in non-variable insurance activities through IRIS Financial Group, LLC and Prudential Sponsored Non-Variable Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

Nicholas Caron is a financial advisor with LPL Enterprise in Dover, NH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Oppenheimer & Co, Inc. Outside of his advisory work, he is employed as a bartender at Cape Neddick Country Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, model portfolios, third-party asset management, and access to a range of brokerage and insurance products.

Corey Oneil is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior work includes positions at Fidelity Investments and Fidelity Personal and Workplace Advisors. He is a director of trust funding and administration at Hudkins and ONeil PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, third-party subadvisors, and advanced technologies.

Samuel Mark is a financial advisor with Equitable Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Vermont State ECU, LPL Financial, and the Vermont Department of Labor. Outside of finance, he worked with Robot Dog Studio and American Flatbread earlier in his career. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizon.

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.

Nicolas Curtis is a financial advisor with Ameriprise in Hampton, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc, Commonwealth Financial Network, ALPS Distributors Inc., and Pax World Investments. Outside of advising, he owns and operates a Kona ICE food service business. Ameriprise provides retirement-income planning services primarily for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sarah Earwood is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has worked previously at Jones Lang LaSalle and Oracle. 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 investment strategies and affiliated services under a fiduciary standard.

Wayne Slattery Sr. is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 63 designations. He has 39 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he is involved in insurance sales as a broker focusing on life, disability, long-term care, fixed annuities, and health. 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 offers collaborative, annual financial planning engagements utilizing firm-approved analysis tools, with various investment and planning programs tailored to client needs.

Edward Miller is a CFP® with 42 years of industry experience, currently advising clients at Edward Jones since 2009. He is based in Exeter, NH, and holds Series 63 and Series 65 licenses. 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 strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Christopher Johnson is a Series 66 licensed advisor with LPL Enterprise, based in Dover, NH, and has two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has ongoing employment as a gym attendant at Dover Recreation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio management, third-party asset management arrangements, and access to a range of securities and insurance products via an integrated platform.

Samantha Vona is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019, and previously held roles at Royal Alliance Associates, Signator Investors, and Centennial Financial Group. Outside of advising, she is involved in ownership and sales roles at two divorce-related businesses. Mass Mutual Investors Services, LLC 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 offers collaborative, comprehensive planning engagements and a range of investment programs.

Donna Gagliardi is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Carla Beck is a financial advisor with Edward Jones in Chester, NH, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. She serves on the Parish Finance Council at St. Thomas Aquinas Catholic Church in Derry, NH, where she assists with budget preparation and financial reporting. 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 national network of advisors and branch offices.

Nicholas Kurtz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare-related roles at Wentworth Douglas Hospital and York Hospital. Outside of finance, he has experience working at Wentworth Institute of Technology, Cochecho Country Club, and Dover High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

Charles Lazenby is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he performs as a self-employed guitarist in nightclubs on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Nicholas Pellman is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Edward Jones since 2010. 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 with a broad advisory network and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.