Adam Diorio is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. since 2010 and Primerica Financial Services since 2008, as well as two years at 3 Phase Line Construction. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Thomas Harkins is a Series 66-registered financial advisor with LPL Financial, based in Londonderry, NH. He has eight years of industry experience, including twelve years at Enterprise Holdings LLC prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Jonathan Tudor is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2006. His current role is based in Newmarket, NH. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages several registered investment companies with formal advisory and governance procedures.

Steven Meyer is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danielle Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She is a co-owner of Linden Financial Group, a support company based in Amesbury, MA. Her prior experience includes roles at Commonwealth Financial Network and Dolan Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs.

David Marcou III is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Dav El/Boston Coach, and Granite Telecommunications. Mass Mutual Investors Services 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 collaborative, goal-based planning using firm-approved analysis tools.

Matthew Tylus is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment, Travis Terry & Co, HD Vest Investment Services, Clemons University, and Ameriprise Financial Services Inc. since 2007. 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 discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

William Cushing Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Akumina for four 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 investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Yadollah Rezaee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Primerica Advisors since 2014 and also has concurrent experience at Raytheon Inc. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm employs an independent due-diligence process for asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Connor Slein is a financial advisor with Edward Jones in Salem, NH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at American Funds and American Funds Distributors, Inc. Outside of his advisory work, he serves as Head of Operations for Funapee Family Realty LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Ethan Betts is a financial advisor with MassMutual Investors Services in Exeter, NH, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in individual life, fixed annuity, disability income, and long-term care insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including standalone Divorce Planning and estate-settlement services.

Sarah Earwood is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Jones Lang LaSalle and Oracle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 advisors and emphasizes fiduciary standards in its advisory services.

Wayne Slattery Sr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His career includes roles at Metlife Securities Inc. and MassMutual Life Insurance Company, with over three decades at The F.I.R.M. He also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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 programs, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Jonathan Stallsmith is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Beyond his advisory role, he owns and operates Purple Finch Enterprises, LLC, a video production company. Prior to and alongside his current position, he has worked with organizations including Hopkinton High School and Bank of NH Pavilion. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing multiple investment models and maintaining oversight of portfolio management.

Edward Miller is a CFP® with 42 years of industry experience, currently advising clients at Edward Jones since 2009. He is based in Exeter, NH, and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Donna Gagliardi is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Christine Rauser is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at RBC Capital Markets for six years before joining Ameriprise in 2022. Outside of her advisory role, she manages her business activities through an LLC. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Jillian Fillip is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and two years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2023. Prior to her financial services career, she worked at Young Living and has been employed with the Manchester School District since 2002. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Carla Beck is a financial advisor with Edward Jones in Chester, NH, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. She serves on the Parish Finance Council at St. Thomas Aquinas Catholic Church in Derry, NH, where she assists with budget preparation and financial reporting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Cole Mitchell is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and securities licenses Series 63 and Series 65. He has three years of industry experience and previously worked at Forbes Financial Planning, Inc. and Ameriprise. Outside of finance, he has been involved with Bryant University Intramurals and held various roles in other industries including real estate and hospitality. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.