Thomas Berry is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Berry serves as chairman of the golf committee and a member of the board of directors at Laconia Golf Club in New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Stephen Tyner is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at several firms including Royal Alliance Associates and Boston Partners Financial Group. Outside of advisory roles, he also works as an insurance agent through CORE Group Insurance Agency. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and various investment programs.

Anne Murray is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She previously worked at LPL Financial and Invest Financial Corporation. Outside of her advisory work, she serves as a board member for the Make A Wish Foundation in New Hampshire and is vice president of the Seacoast Village Condo Association. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Abigail Hickey is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at LPL Financial, INVEST Financial Corporation, and John Hancock. Outside of her advisory work, she is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals across multiple platforms and custodians.

Valerie Alves is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. since 2015. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joshua Andrews is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to Ameriprise, he worked at Fidelity Investments for four years and has experience in various roles including at Wegmans Food Markets and University of Massachusetts Lowell. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, supported by investment research and algorithmic tools.

Matthew Dodge is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, he serves on the boards of the Baker Free Library Foundation and New England Masters Skiing, and is involved with the New Hampshire Children’s Health Foundation investment committee. UBS Financial Services serves individual, corporate, and institutional clients, providing brokerage and investment advisory services that include financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocation tailored to clients’ goals and risk tolerances.

Rita Croll is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she has experience in sales related to mortgage products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.