Jennifer Seaton is a financial advisor with Equitable Advisors in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Morgan Stanley, Charles Schwab, and Axa Advisors. She serves as a committee member of Women in Sales, a New Hampshire organization focused on connecting and inspiring women in sales through presentations, sponsorship sourcing, and networking. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering advisory and brokerage channels through partnerships with LPL and various third-party asset managers.

Nicole Mc Clure is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with UBS since 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Kenneth Anding is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at both LPL Financial and Flagship Harbor Advisors, LLC. He serves as a board member of the Merrimack Valley Estate Planning Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Kathryn Letvinchuk is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016, working from Manchester, NH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to support a broad range of client needs.

Alfred Santosuosso is a CFP® professional with 15 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company in Bedford, NH. He is the founder and CEO of The Santosuosso Group, a coaching and strategic planning firm focused on helping business owners and high achievers with goal setting, organizational structure, and leadership development. He also engages in outside insurance sales, specializing in individual and group life and health insurance. Mass Mutual Investors Services operates as 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 seminars, structuring client relationships around ongoing planning engagements using firm-approved analytical tools.

Christopher Hooper is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of client types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eric Gould is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo firms since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chelsea Mayfield is a financial advisor at Merrill with nine years of industry experience, including over seven years at Merrill. She holds the Series 66 designation and previously worked at Jimmy's Grille. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harold Jarvis III is a financial advisor with Mass Mutual Investors Services in Concord, NH, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with MML Investors Services, Inc. since 2004 and also affiliated with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he is an agent with Shaughnessy Benefits Group, focusing on non-MassMutual insurance including health, group disability, group life, dental, and property/casualty coverage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using proprietary software and offers various programs, including asset management and educational seminars.

Ileana Ille is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2019. Outside of her advisory role, she is the lead singer of a music band called The Company Stores. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process, providing clients with a broad range of investment and financial solutions.

Zachary Macomber is a financial advisor with Ameriprise in Manchester, NH, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Outside of his primary role, he acts as a paraplanner and associate financial advisor for Meconi Financial Management & Advisory through Compass Holding Group, LLC. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Macomber.

Wesley Simmons is a Financial Advisor at Merrill Lynch Wealth Management based in Manchester, NH. He began his career in the financial industry in 2019 and joined Merrill Lynch Wealth Management in 2022. Prior to this, he spent four years at another financial firm where he created financial plans for high-net-worth clients. Wesley's expertise includes family wealth management strategies, personal retirement planning, and retirement income. Wesley holds an Associate's Degree in Business Administration from New Hampshire Technical Institute and earned his high school diploma from Goffstown High School. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Wesley enjoys numerous outdoor activities such as adventure sports, camping, hiking, and exploring the natural beauty of New England. He also spends time with his family and engages in various sports including baseball, basketball, football, and golfing.

Nataly Miguel is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and has previously worked at Liberty Mutual, HCS, and SOVOS Compliance. Outside of finance, she has been involved with Atmosphere Salon since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Tonya Lessard is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent 19 years at UBS Painewebber Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Kevin Maher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016 and previously spent six years at Fidelity Investments. Outside of finance, he is a co-owner of a retail business, Hygge Wax, based in Chicago. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with integrated brokerage, custody, and financial planning solutions.

Elizabeth Bowen is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials. She has 40 years of industry experience and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Bowen also serves as a trustee and co-trustee for investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Adam Stone is a financial advisor at Ameriprise in Manchester, NH, holding a Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2020, he held various positions including roles at Loon Mountain NH and Plymouth State University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team in partnership with its advisors.

Melissa Harrington is a Series 63-licensed financial advisor with Morgan Stanley in Manchester, NH, holding 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by a structured planning process and various analytical tools.

Craig Moquin is a ChFC® professional with 36 years of experience in the financial services industry. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Company, where he has been since 2019. His prior experience includes 30 years at Northwestern Mutual Investment Management and 35 years with Northwestern Mutual Life Insurance Company. He also maintains an outside insurance sales position focusing on life, disability, fixed annuities, health, and group benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering collaborative, goal-oriented financial planning supported by firm-approved analytical tools.

Mark Gagnon is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having also served as President of Granite State Retirement Planning, Inc. from 2005 to 2018, Senior Financial Consultant at Fidelity Investments from 2000 to 2005, and Associate Financial Planner at MetLife Financial Services from 1993 to 2000. His career includes a 12-year tenure in the Army, where he developed skills in continuous training, attention to detail, and discipline. As a Certified Financial Planner, Mark focuses on delivering a process-oriented experience aimed at helping clients strengthen and secure their financial well-being. He emphasizes understanding clients' visions, priorities, and goals to provide tailored strategies for achieving them. He holds a California Insurance License. Outside of his professional work, Mark enjoys activities such as beach outings, fitness, football, golf, outdoor adventures, and traveling.