Richard Wallner is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at CUNA Brokerage Services, Taylor Wealth Management Partners, Lakeside Financial, Nylife Securities, and New York Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Schell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he operates Schell Financial, which owns the building leased to Edward Jones for his practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Heidi Hebert is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her career includes roles at Investment Distributors, Protective Life, Cetera Investment Services, Liberty Mutual, Concourse Financial Group Securities, and Questar Capital Corporation. She is based in Exeter, NH. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles within the gaming and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Jason King is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Charles Schwab entities since 2009, including Schwab Trust Bank and Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

Samuel Perry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Exeter, NH. He has one year of industry experience and has previously worked in various roles including at Capo Restaurant & Supper Club and Centre Realty Group. Outside of finance, he has been involved with several local businesses such as Exeter Bowling Lanes and Ocean Gaming. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools and supports implementation through brokerage or insurance arrangements.

Caitlin Desoye is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she operates as a real estate finance consultant and serves as an independent insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements and offers specialized services including divorce planning and estate-settlement programs.

Steven Haas is a CFP® with 37 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at the firm's Seabrook, NH location. Outside of his advisory role, Haas serves on the boards of the Gunn Memorial Library & Museum, the Board of Finance in Washington, CT, and Spring Lake Productions, Inc. Ameriprise provides retirement-income planning services designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brian Magoon is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Scott Zimmermann is a financial advisor at Edward Jones in Hampton, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services supported by a nationwide network of over 23,000 advisors.

Frank Depeters is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Metropolitan Life Insurance Co, Ohio National Financial Services, and several other financial firms. He is also the owner of Comprehensive Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

Mc Keea Fields is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, Fields worked at Service Credit Union, Milestone Financial Planning, Morgan Stanley, Merrill, and St. Mary's Credit Union. Fields is also a notary, performing notary duties occasionally alongside advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party management, and institutional platforms.

William Ducharme is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Munters, Southern District YMCA, and Chipotle Mexican Grill, among others. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Scott Earwood is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in financial advising, all of which have been with Edward Jones since 2013. He is based in Stratham, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Timothy Porter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He previously spent over two decades with New York Life and its affiliated entities before joining Mass Mutual Investors Services in 2025. 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 ongoing financial planning, asset management, and educational programs, utilizing firm-approved software and collaborative annual planning processes.

Carl Hanson is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He has held positions at Osaic Wealth since 2018 and previously worked at Signator Investors from 2016 to 2018. Outside of his advisory role, he prepares a limited number of tax returns for non-securities clients during the late spring and early summer. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment vehicles and third-party platforms.

John Mac Donald IV is a financial advisor at Raymond James Financial with the designations ChFC® and Series 66 and 10 years of industry experience. He has worked at Raymond James Financial since 2025 and previously held roles at Dolan Financial Services and Commonwealth Financial Network. Outside of his advisory duties, he is involved with Linden Financial Group, where he contributes to comprehensive financial planning and client service. 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, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tucker Schell is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at John Hancock Investment Management and MFS Investment Management. Tucker also spent four years at the University of New Hampshire. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Quinn is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Edward Waldron III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 34 years of industry experience. Prior to joining OSAIC in 2025, he spent nine years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he operates insurance-related businesses specializing in accident, health, disability, and life insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm employs comprehensive asset-allocation tools and offers integrated brokerage, advisory, and third-party managed-account solutions.