Todd Powers is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Powers Financial Group since 2017. His background includes roles at Cetera Advisors LLC and MassMutual Life Insurance Company. Powers also works as a fixed insurance agent, selling life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodians.

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.

Khristina Harris is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various capacities within Fidelity since 2000, including roles at Fidelity Investments Institutional Services Company Inc and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, incorporating systematic methodologies and oversight controls in managing its model portfolios.

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.

Blake Bachry is a financial advisor with Equitable Advisors based in Portsmouth, NH. He holds a Series 66 designation and has two years of industry experience. Outside of his advisory role, he works as an Uber driver and a busser/food runner at a local restaurant. Equitable Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and asset-management solutions through a network of Investment Adviser Representatives and third-party program sponsors.

Christopher Adams is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

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.

Nicholas Liguori IV is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Fidelity since 2010, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory role, Liguori serves as a member of the Chester, New Hampshire School Board and participates on the board of the Chester Softball and Baseball Association. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to a broad client base, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Reid Butler is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Berrydunn. Butler is also a licensed CPA, although he is not currently practicing in that capacity, and he works as a sales agent for a non-MassMutual insurance brokerage offering life, health, and disability insurance. 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 ongoing financial planning, asset management, and education services, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools to develop investment strategies without discretionary authority.

Phillip Panici is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously was employed at AXA Advisors and several other firms. Outside of his advisory role, he serves as a basketball referee with IAABO Board 130. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm utilizes various advisory models delivered through third-party sponsors and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Conor Aten is a financial advisor with Equitable Advisors based in Portsmouth, NH. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Equitable Advisors, Aten worked at various firms including New York Life and AXA Advisors. Outside of finance, he works part-time in the hospitality industry as a bar back at Puritan Back Room. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

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.

Zachary George is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding a Series 66 designation and bringing 13 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and implements tailored investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing options.

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 been with Cambridge Investment Research Advisors since 2005 and has operated Frederickson Financial since 1986. Outside of his advisory role, he works as an independent insurance agent and provides tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Christopher Patenaude is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for four years. Before entering the financial services industry, he spent eight years in education with Woburn and Salem Public Schools. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Gill is a financial advisor at Osaic with 19 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he serves as a trustee for a nonprofit children's home and is a board member of the Oyster River High School Boys Soccer Boosters. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization.

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.