Trudi Gosine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Pfs Investments Inc. and Primerica Financial Services since 2002 and has been a State of New Hampshire Notary for 20 years. Her activities include sales of investment-related products and occasional referrals for home security and automation services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates approximately 3,698 financial advisors across about 1,829 offices with roughly $15.5 billion in assets under management.

Philip Keller is a financial advisor with RBC Capital Markets in Concord, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. Keller serves on the finance committee at St. Joseph's Cathedral in Manchester, NH, and advises on fundraising strategies at The Granite YMCA. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual, institutional, and charitable clients. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Stacey Blodgett is a CFP® professional with 27 years of industry experience, currently serving at Cetera in Concord, NH. Her prior work includes roles at Morgan Stanley and Investors Capital Corp., as well as leadership positions at Globe Wealth Management. Outside of her advisory work, she is a board member of a condominium association and a partner in several business ventures including real estate and an LLC managing forestry payments. Cetera operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a variety of discretionary and non-discretionary investment management and financial planning services.

Trent Mc Goldrick is a financial advisor at RBC Capital Markets with Series 66 credentials and one year of industry experience. Prior to joining RBC, he held roles at Fidelity Investments, Aligned Real Estate Partners, and worked as an independent insurance broker. He also has experience in education and community recreation, having worked at the University of New Hampshire, Fairfield Ludlowe Highschool, Roger Ludlowe Middle School, and Fairfield Parks & Rec. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Elizabeth Benoit is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Axiom Advisors LLC and Commonwealth Financial Network. In addition to her advisory role, she has operated a tax preparation business since 2012. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and proprietary model strategies while maintaining a network of independent Financial Professionals who tailor solutions to client objectives.

Thomas Berry is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Berry serves as chairman of the golf committee and a member of the board of directors at Laconia Golf Club in New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jessica Mclavey is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of her advisory role, she provides pet sitting and dog walking services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Stephen Tyner is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with OSAIC and GenX Financial LLC, and has previously worked with Royal Alliance Associates, Boston Partners Financial Group, and Groe Advisors. Outside of advisory roles, he has worked as an insurance agent through CORE Group Insurance Agency. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Anne Murray is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 credentials and 31 years of industry experience. Her prior roles include positions at LPL Financial and Invest Financial Corporation. She serves as a board member and volunteer for the Make-A-Wish Foundation of New Hampshire. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, employing both proprietary and third-party investment strategies across multiple platform arrangements.

Abigail Hickey is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior roles include positions at LPL Financial, INVEST Financial Corporation, and John Hancock. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platforms with tailored discretionary and non-discretionary approaches.

James Kuekan is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 22 years. Outside of advising, he is involved in insurance-related activities as an agent offering various insurance products and fixed annuities. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and offers portfolios constructed using asset-allocation tools, risk assessments, and automated rebalancing across multiple investment types.

Jason Pochily is a financial advisor with Edward Jones in Laconia, NH, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and serves concurrently in the United States Marine Corps. Outside of his advisory role, he owns and manages an equine boarding and training facility in Belmont, NH. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services through a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Joshua Andrews is a financial advisor with Ameriprise in Concord, NH, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside of finance at Wegmans Food Markets, Inc., Demoulas Super Markets, Inc., and in education at Nashoba Valley Technical High School and the University of Massachusetts Lowell. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Dodge is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, he serves on the boards of the Baker Free Library Foundation and New England Masters Skiing, and is involved with the New Hampshire Children’s Health Foundation investment committee. UBS Financial Services serves individual, corporate, and institutional clients, providing brokerage and investment advisory services that include financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocation tailored to clients’ goals and risk tolerances.

Rita Croll is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she has experience in sales related to mortgage products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.