Elliot Evans is a CFP® and ChFC® with 12 years of experience in the financial industry, currently serving at Edward Jones since 2014. He holds the Series 66 designation and is based in Epping, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Charlene Dolan is a CFP® professional with 28 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated her own firm, Dolan Financial Services. Dolan also provides financial planning and advisory services through Linden Financial Group as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Lisa Cooper is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2016. Her credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning processes and various advisory programs.

Meagan Mackinnon is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Nvest Financial, Commonwealth Financial Network, THE O.N. Equity Sales Company, and Seacoast Financial Network. In addition to her advisory role, she is a licensed notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

Michael Mc Entee is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Robert Burns is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked in various roles within Fidelity, including Fidelity Brokerage Services LLC since 2005 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios. The firm’s activities include discretionary and non-discretionary portfolio management, fund advisory, and the use of algorithmic methods and AI in its investment process.

Robert Ortins is a financial advisor at Edward Jones in Stratham, NH, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience and has been with Edward Jones since 2000. 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 strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

Reid Butler is a Series 66-registered financial advisor with eight years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, The Bulfinch Group, and Berrydunn. Butler holds a CPA license, although he is not actively practicing tax services, and is also involved in selling individual and group insurance products. 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 financial planning using detailed client data and firm-approved analytical tools, offering asset management, wrap programs, educational seminars, and specialized planning services such as divorce and estate settlement planning.

Paul La Greca Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at LPL Financial since 2008 and previously spent a year at Edward Jones. He is also involved with LaGreca Wealth Management in Lynnfield, MA. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tamara Perkins is a financial advisor with Edward Jones in Portsmouth, NH, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Seal Software and Splunk Inc. She also oversees finances and lease agreements for a real estate business in Greenland, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Ian Frederick is a financial advisor with Mass Mutual Investors Services in Portsmouth, NH, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with MML Investors Services, Incorporated and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in a group health insurance brokerage. 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 offers financial planning, asset management, and educational seminars, with a focus on tailored, collaborative planning engagements.

Lauren Tullos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Stonex Securities Inc and Trust Advisory Group Ltd. In addition to advisory work, she is active as an insurance agent with Lewis Financial Services in Haverhill, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a broad network of independent Financial Professionals, using a variety of portfolio management and model-based strategies tailored to client objectives.

Lillian Eason is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2003, serving the firm for over 20 years in various capacities. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Deanna Mc Carthy 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 for the Town of Newmarket for eight years. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Joseph Mittica is a financial advisor with Edward Jones in North Hampton, NH, holding CFP® and Series 66 designations and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a finance committee member for Hampton Falls First Baptist Church. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Kristen Smith is a CFP® with 25 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously spent 12 years at both Axial Financial Group and Commonwealth Financial Network. She also holds a role as a fixed insurance sales agent affiliated with Axial Financial Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services delivered through a network of independent professionals offering a range of portfolio management and model-based solutions.

John Frederickson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and has operated Frederickson Financial since 1986. In addition to his advisory work, he is a tax preparer and an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options, including proprietary and third-party model strategies, across multiple custody platforms with both discretionary and non-discretionary arrangements.

John Garon is a financial advisor with Edward Jones in Portsmouth, NH, holding a Series 66 credential and two years of industry experience. Before joining Edward Jones, he worked for over a decade at Market Basket. Outside of his advisory role, he coaches volleyball at a non-profit club for young women competing in large tournaments and aiming to play in college. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Amanda Schell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at MFS Investment Management for six years. Outside of finance, she has experience in athletics supervision and hospitality roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Danielle Nonamaker is a Series 66-credentialed financial advisor with Edward Jones, bringing six years of industry experience. She has worked at Edward Jones since 2019 and previously was involved with Bags 4 My Cause and Community Teamwork. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 financial advisors and over 15,000 branch offices.