Luis Rozon is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked previously at F.H. Cann & Associates Inc and Olde Town Realty. Outside of his advisory role, he has engaged in multiple business activities related to property management and ownership. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an emphasis on eligible strategies and ESG frameworks.

Nathan Auclair is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018 following a 24-year tenure at Signator Investors, Inc. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers access to third-party managers and proprietary investment models.

Michele Vincent is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Vincent is involved with the Smyth Public Library in Candia, New Hampshire, in a community service capacity. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a range of investment and financial planning offerings.

Joseph Dinaso is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Wells Fargo Funds Distributor, LLC, Dunham & Associates Investment Counsel, Inc., and Prudential Insurance Company of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Jennifer Seaton is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Charles Schwab. Outside of her advisory role, she serves as a committee member for Women in Sales, a New Hampshire organization focused on connecting and supporting women in sales roles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm’s approach involves assessing client risk tolerance and aligning clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Eugene Cindrich is a financial advisor with Cambridge Investment Research Advisors in Haverhill, MA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Granite State Wealth Management, and Commonwealth Financial Network. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating multiple platforms and providing access to proprietary and third-party model strategies.

Guy Angiuoni Jr. is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2003, accumulating 26 years of industry experience. Prior to and alongside his advisory role, he has practiced as an attorney. Outside of his financial career, he coaches high school ice hockey in the Massachusetts area. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Robert Burns Jr. is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is involved in the sale of individual and group life and health insurance. 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, and charitable organizations. The firm offers collaborative planning engagements using firm-approved software and a range of programs including wrap accounts and money-manager options.

Ricardo Rincon is a Series 66-licensed financial advisor with Equitable Advisors in Windham, NH, where he has worked since 2005. He has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and uses third-party asset managers alongside proprietary solutions.

Howard Green Jr. is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Raymond James and its related entities since 1998. He also owns Green Capital Management, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kristen Coyne is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her role, she focuses on helping executives develop personalized financial strategies by utilizing the full range of tools and resources available at Fidelity. Kristen is committed to building trustworthy and loyal relationships with her clients. She has been with Fidelity Investments since 2011, progressing through roles including Relationship Manager and Central Relationship Manager before assuming her current position in 2019. Prior to joining Fidelity, Kristen worked as a Financial Consultant at MetLife from 2008 to 2010. Details regarding her education, credentials, personal interests, or community involvement have not been provided.

John Hays is a financial advisor with LPL Financial in Stratham, NH, holding a Series 66 credential and 27 years of industry experience. His career includes 15 years at Morgan Stanley Smith Barney and prior roles at Merrill and New York Life-related firms. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Macomber is a financial advisor with Ameriprise in Manchester, NH, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Outside of his primary role, he acts as a paraplanner and associate financial advisor for Meconi Financial Management & Advisory through Compass Holding Group, LLC. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Macomber.

Christopher Sordello is a financial advisor with LPL Financial based in Hampstead, NH, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including tenures at Metlife Securities Inc. and Mass Mutual Investors Services. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive operational and research tools.

Kerry Lekas is a CFP® and PFS™ certified financial advisor with eight years of industry experience. He currently works with Cetera and previously spent five years with Avantax Advisory Services. Outside of advisory work, Lekas serves as a board member of the New Hampshire Society of CPAs and is involved in accounting and tax preparation through his ownership of Dufresne & Lekas, LLC and Edgar Lekas & Company, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, enabling advisors to implement model portfolios, select third-party managers, or build customized strategies.

Paul Tiernan is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MassMutual Life Insurance Company, Merrill, and PNC Wealth Management. 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 financial planning and investment management services through a network of representatives utilizing various advisory platforms and tools.

Thomas Ciulla is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Primerica Advisors since 1993 and also works at Greater Lawrence Technical School. Outside of his advisory role, he receives compensation for sales related to loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors at more than 1,800 offices.

Kevin Maher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016 and previously worked at Fidelity from 2012 to 2016. Outside of his advisory work, he is a co-owner of Hygge Wax, a retail business based in Chicago. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated wrap fee advisory, brokerage, and custody services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory guidance with access to discretionary separate managed accounts and utilizes multi-asset model portfolios along with due diligence from its research team.

Gary Geraci is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, Santander Bank, Merrill, and managing his own firm, Geraci Capital Management, LLC. He also holds a role as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Adam Stone is a financial advisor at Ameriprise in Manchester, NH, holding a Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2020, he held various positions including roles at Loon Mountain NH and Plymouth State University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team in partnership with its advisors.