Daniel Gagnon Sr. is a financial advisor with LPL Enterprise holding the ChFC® and Series 63 designations and has 33 years of industry experience. His prior firms include Prudential Insurance Company of America, PRUCO Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also involved with IRIS Financial Group, LLC, focusing on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Jamin Purtell is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cadaret Grant & Co., Inc., Lincoln Financial Advisors Corporation, and Signator Investors Inc. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Nicholas Caron is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Oppenheimer & Co., Inc. Outside of his advisory role, he is employed as a bartender at Cape Neddick Country Club in Dover, NH. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, relying on portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to managed accounts, and insurance product sales through affiliated entities.

Corey Oneil is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as Director of Trust Funding and Administration at Hudkins and ONeil PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and institutional platforms, with advice delivered by a large network of investment adviser representatives.

Samuel Mark is a financial advisor with Equitable Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. His work history includes roles at Vermont State ECU, LPL Financial, and the Vermont Department of Labor. Outside of his advisory career, he has experience working with a creative firm, Robot Dog Studio, and in the food industry at American Flatbread. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, with a network of Investment Adviser Representatives delivering both proprietary and third-party solutions.

Thomas Scala is a Series 66 licensed financial advisor with Fidelity, based in Dover, NH. He has two years of industry experience and has worked at Fidelity Investments since 2024. Prior to joining Fidelity, his background includes roles in sales and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs, and maintaining oversight of affiliated and unaffiliated sub-advisers.

Laurence Foss Jr. is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes eight years at Edward Jones and over two decades at Foss Motors Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory solutions using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 two years of industry experience. She holds a Series 66 designation and previously worked at Jones Lang LaSalle and Oracle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 advisors and emphasizes fiduciary standards in its advisory services.

Wayne Slattery Sr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His career includes roles at Metlife Securities Inc. and MassMutual Life Insurance Company, with over three decades at The F.I.R.M. He also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, 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, focusing on collaborative, goal-based planning using firm-approved analytical tools.

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 financial advisor with LPL Enterprise, based in Dover, NH. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has been employed part-time as a gym attendant for Dover Recreation since 2018. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset management access, and various insurance and trust services.

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 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2010, he worked at TD Wealth Management Services Inc. and Cetera Investment Services LLC. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,000 financial advisors.

Kevin Ferland is a financial advisor with LPL Financial in Somersworth, NH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2007 and has prior experience at Northeast Planning Associates, Inc. and Dumais & Ferland, CPA's, where he remains active. Outside of his advisory role, he is involved in selling life, health, long-term care, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, combining advisory and brokerage solutions with a broad set of affiliated financial products and institutional platforms.