Lindsey Belo is a financial advisor at Edward Jones with three years of industry experience. She previously worked at Align Credit Union for two years and Granite State Credit Union for eight years. Lindsey holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Balogh is a financial advisor at OSAIC with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Boston Partners Financial Group LLC, Franklin Templeton, and BrightView Senior Living LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services supported by a multi-advisor platform and employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk assessment.

Edward Sheehan is a financial advisor with Raymond James & Associates in Seabrook, NH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James in various capacities since 2016. Sheehan serves on the Board of Governors for the Haverhill Golf & Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

William Elwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining LPL Financial in 2024, he spent 11 years at Cambridge Investment Research and related entities. He is also a co-owner of Vino Tourismo, a business based in Newburyport, MA. 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 financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party asset managers.

Joseph Balsamo is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Portsmouth, NH. With over 37 years of experience in financial services, he specializes in providing financial advice and guidance to individuals and families. Joseph focuses on understanding clients' priorities to design and implement customized wealth management strategies that help pursue personal financial goals while managing investment risk. He serves as Senior Vice President of the Merrill Lynch office and employs a high touch client service model to review performance and progress frequently. Before joining Merrill in 2005, Joseph spent 20 years in corporate banking, underwriting and managing highly leveraged complex transactions. His background reflects a passion for entrepreneurship, capital markets, risk management, and financial planning. His areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, socially responsible investing, and tax minimization. Joseph holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of Massachusetts System. Joseph is involved in his community through service on the Seabrook Beach Village Planning Board. He and his wife, JoeAnn, have been married for 33 years and live on the New Hampshire Seacoast with their two sons and dogs. His personal interests include biking, golfing, skiing, and traveling.

Brian Sullivan is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial for eight years. Outside of his advisory role, Sullivan is an owner and president of Primary Financial Advisors LLC, where he dedicates significant time each month. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Kochakian is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he co-leads Degraeve, Kochakian & Associates, a full-service wealth advisory practice with offices in Andover, Beverly, and Boston, Massachusetts. He works with individuals, families, and businesses to develop personalized wealth management plans and investment strategies focused on achieving clients' meaningful financial goals. His areas of expertise include corporate executive services, education planning, executive compensation, equity compensation services, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Rob joined Merrill Lynch Wealth Management in 2016 after ten years with U.S. Trust Family Office and earlier experience with Fidelity Investments. He earned his Bachelor of Science degree in Computer Science from the University of Lowell and holds an MBA from Babson College. Rob is a CERTIFIED FINANCIAL PLANNER® certificant awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Certified Private Wealth Advisor® designation awarded by the Investments & Wealth Institute®. He is also a Personal Investment Advisor (PIA). Rob enjoys spending time with his family and is an active member of the community. He speaks English and Armenian.

Aliza Mc Kenna is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC, Oracle, Marmon Aerospace and Defense, and the University of New Hampshire. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Pontbriand is a CFA® charterholder and financial advisor with LPL Financial, based in Hampton, New Hampshire, bringing 29 years of industry experience. He has been associated with Salem Five Cent Savings Bank and LPL Financial since 2006. Outside of his advisory work, he provides instruction in self-defense, emergency preparedness, and information security, and participates in local community activities as a town and school district moderator in Hampton Falls. He also assists with a beekeeping hobby business operated by his family and works occasionally as a whitewater rafting guide. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and oversight of substantial discretionary assets.

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.

Richard Neville is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses. Neville has worked at LPL Financial for 26 years and has been with Neville & Associates Financial Services since 2018. He is also a notary public. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and access to various investment programs and third-party managers.

James McCarthy is a financial advisor at Osaic with Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Royal Alliance since 2005 and Saltbox Financial since 2009. Outside of his financial advisory role, McCarthy is a pilot for Delta Air Lines, flying 767 aircraft primarily on transatlantic routes based out of JFK. Osaic 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 an investment process focused on model-based asset allocation, portfolio optimization, and multiple program options including advisor-managed portfolios and third-party money manager strategies.

Charles Beynon is a financial advisor with Ameriprise in Rye, New Hampshire, holding CFP® and ChFC® designations and over 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in business ownership including a fitness club and tax preparation services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Matthew Junkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years with MetLife Securities Inc. Outside of his advisory role, he is an owner and landlord of a rental condo in Portsmouth, NH. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships using firm-approved software and provides specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Luisa Salazar is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and Citizens. Outside of finance, she has had involvement with various businesses, including a long-term role with Space Invaders. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.

Timothy Malinowski is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He currently works at Edward Jones in Portsmouth, NH. His prior experience includes roles at Morgan Stanley & Co., Incorporated and Wills Towers Watson. Outside of finance, he has been involved with the Ice House Restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

Debbie Feest is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials and bringing 32 years of industry experience. Her prior roles include positions at Raymond James Financial Services, McIntyre, Freedman & Flynn Investment Advisers, Wells Fargo Clearing Services, Morgan Stanley, and Kovack Advisors. Outside of financial advising, she works as an equine specialist involved in equine therapy sessions coordinated with mental health professionals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented engagements and offering specialized planning services such as divorce and estate-settlement planning.

Brian Desoye is a financial advisor with Mass Mutual Investors Services in Exeter, NH, holding Series 63, Series 65, and Series 66 registrations and bringing 22 years of industry experience. He has worked at MassMutual and its affiliates since 2016 and previously worked at MetLife Securities and Harrisdirect LLC. Outside of his advisory work, he owns Birchwood Financial Group, Inc. and is an insurance agent for life, disability, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning with a focus on goal analysis and written recommendations, as well as asset management, wrap programs, and educational seminars.

Eric Dufour is a CFP®-designated financial advisor with 12 years of industry experience. He currently works at OSAIC and has prior experience at SagePoint Financial and American General. He is also engaged in fixed insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Kevin Mcgillivray is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked with LPL Financial since 2013 and also owns KEM Tax, where he provides tax preparation and accounting services. Previously, he served as a trustee at Trustee Empowerment & Protection, Inc. from 2003 to 2013. Mcgillivray is also a notary, offering document notarization services to clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging technology and a large network of advisors to deliver varied investment strategies.