Michelle Lauder is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. She has held positions at Steward Partners Investment Solutions and Raymond James Financial Services, among others. Lauder serves as a board member and commissioner for the Manchester Transit Authority, overseeing financial reviews for the public transit system. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by in-house research and third-party subadvisors.

Mathew Ward is a financial advisor at Edward Jones in Exeter, NH, holding a Series 66 credential with six years of industry experience. He worked at Hodgdon, Wilson & Griffin CPAs for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Christopher Larro is a financial advisor with Edward Jones in Manchester, NH. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to this, he worked at United Natural Foods, Inc., Airmar Technology Corporation, and C&S Wholesale Grocers. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cullen Barnes is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and has prior work history with MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his financial advisory role, he is the owner and operator of Wheely Clean Mobile Detailing, a mobile car detailing business he has run since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop tailored financial recommendations.

Andrew Hooper is a financial advisor at Edward Jones in Rochester, NH, holding the Series 66 designation with one year of industry experience. His prior work experience includes roles at Lowe’s Home Improvement and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Andrew Stoller is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Shred-It for one year. Edward Jones is a full-service wealth management firm serving more than 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 nationwide network of over 23,000 financial advisors.

Jeremy Benoit is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including Lincoln Financial Securities and New England Employee Benefits Company, and has led Benoit Financial Planners since 2019. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement-plan advisory services through a network of independent professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary management options.

Linda Sirois is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Biren Patel is a CFP® with seven years of experience in the financial services industry. He is currently with LPL Financial and St. Mary’s Bank in Manchester, NH, and has previously worked at firms including Fidelity Investments and TD Bank. Outside of his advisory role, Patel also works for DoorDash and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and various investment strategies.

Mathew Fabiani is a CFP® professional with 17 years of experience in financial advisory roles, currently with Wells Fargo Clearing. His prior experience includes positions at Ameriprise Financial Services LLC and Morgan Stanley in various capacities over more than a decade. He serves as Chair of the Andover Contributory Retirement Board in North Andover, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Brian Luce is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and various investment programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.

Jack Cowette is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His background includes multiple roles at St. Mary’s Bank and the University of New Hampshire, as well as experience in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Seth Mcnally is a financial advisor at Morgan Stanley in Manchester, NH, with 19 years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial, LLC from 2015 to 2019. Outside of his advisory role, Mcnally serves on several public advisory committees and nonprofit boards, including the Hampton Harbor Bridge Public Advisory Committee and the New Hampshire Seacoast Greenway Alliance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

Eric Bahr is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge in 2017, he worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns Caddis in the Rough, a business related to sport, fitness, and gaming. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.

John Brennan III is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include four years at Charles Schwab Bank and Charles Schwab & Co., Inc. He has worked at Merrill and Bank of America N.A. since 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Kristen Cole is a financial advisor at Edward Jones with eight years of experience at the firm and a Series 66 designation. Prior to joining Edward Jones, she worked at Kelly Services/Target CW for two years. Outside of her advisory role, she is involved as an equine caretaker at High Knoll Equestrian Center in Rochester, NH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Harrison Smith is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Aaron Hobart is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Fidelity Investments, Robert Half Financial & Accounting, Cetera Investment Services, and Regions Bank. Outside of his advisory work, he is a member and co-owner of Matty and the Penders LLC, a musical endeavor based in Northwood, NH. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across various custody platforms.

Kyle Birchall is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior experience includes roles at Voya Financial Partners and ADP Broker-Dealer, Inc. He has been with Cambridge Investment Research Advisors since 2026. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Michael Kiley is a Series 66-licensed financial advisor with Ameriprise in Manchester, NH, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Kiley manages several commercial and residential property-related LLCs, including office buildings and multi-family homes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.