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.

Maryellen Fish is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 credentials and having eight years of industry experience. She has worked at Primerica Financial Services since 2017 and is currently a teacher with VIPKID. Her other activities include part-time work related to investment product sales and referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Anderson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at ALPS Distributors, Vident Financial, and Inland Securities Corp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering discretionary and non-discretionary services alongside fund advisory and model portfolios.

Stephen Vanderhoof is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Linsco/Private Ledger since 2006, totaling 20 years in that role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services. The firm employs both discretionary and non-discretionary management and provides model portfolios and research from multiple sources.

Elizabeth Burke is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Linsco/Private Ledger from 1994 to 2017. Burke holds Series 63 and Series 65 designations. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Peters is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has nine years of industry experience and has worked at Primerica Advisors since 2019. Prior to this, he spent 15 years at Wurth USA and has been affiliated with Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third parties and supports account custody through Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. 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 under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Terence Mc Cormick is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its predecessor entities since 1986. Mc Cormick serves on the board of directors for the Londonderry Square Condo Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by a centralized consulting team.

Sara Janes Hoag is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2012 and has prior experience at Maverick Integration and Sirus Importers Limited. Hoag serves as Board President of Webster House, a nonprofit organization in Manchester, NH. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program based on model-delivery strategies created by unaffiliated asset managers, supported by discretionary separately managed accounts and custodial services provided by Pershing and BNY Mellon Advisors.

Joseph O'Brien is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,000 advisors.

Gregory Palmer is a financial advisor with Mass Mutual Investors Services in Londonderry, NH, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He previously worked at MetLife Securities for 16 years before joining MassMutual in 2017. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers specialized planning programs, including estate settlement and employer-sponsored planning.

Evan Miller is a financial advisor with Cambridge Investment Research Advisors based in Exeter, NH. He holds Series 63 and Series 65 credentials and has eight years of industry experience, including prior roles at Cantella & Co., Inc., Northwestern Mutual Investment Services LLC, and Signator Investors, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions that can be tailored to client objectives, utilizing both proprietary and third-party strategies.

Frank Sapareto is the sole advisor at FVS Financial, an independent investment advisory firm based in Derry, NH. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Trustmont Financial Group, Fortune Financial Services, Advisory Group Equity Services, and Source Capital Group. Sapareto has served in the New Hampshire Legislature since 1998. He is also licensed as a real estate broker and insurance agent, maintaining affiliations with both industries alongside his advisory work. FVS Financial provides portfolio management and financial planning primarily for individual clients, managing approximately $11 million in assets across about 25 client relationships. The firm offers personalized investment strategies and pension consulting, combining advisory services with real estate and insurance expertise.