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.