Khristyna Wunderly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Uptempo (BrandMaker Inc), Amadeus, MMIS Inc, and Vapotherm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Mark Gagnon is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having also served as President of Granite State Retirement Planning, Inc. from 2005 to 2018, Senior Financial Consultant at Fidelity Investments from 2000 to 2005, and Associate Financial Planner at MetLife Financial Services from 1993 to 2000. His career includes a 12-year tenure in the Army, where he developed skills in continuous training, attention to detail, and discipline. As a Certified Financial Planner, Mark focuses on delivering a process-oriented experience aimed at helping clients strengthen and secure their financial well-being. He emphasizes understanding clients' visions, priorities, and goals to provide tailored strategies for achieving them. He holds a California Insurance License. Outside of his professional work, Mark enjoys activities such as beach outings, fitness, football, golf, outdoor adventures, and traveling.

Nick Therrien is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been with Primerica since 2000 and serves on the board of the Viviana Leon Memorial Foundation, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Donna Rivera is a CFP® professional affiliated with Cambridge Investment Research Advisors, Inc. She has 43 years of industry experience, including previous roles at Lincoln Financial Securities Corporation and Axiom Advisors, LLC. Rivera is also registered as an agent involved in insurance and benefits. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Benjamin Copp is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Fidelity in various roles since 2013, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and maintains distinctive features such as registration as a commodity pool operator and the use of AI in its research processes.

Douglas Daigle is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked with Prudential Insurance Company of America since 1983 and Pruco Securities, LLC from 1983 to 2024. Daigle is also licensed for property and casualty insurance with Liberty Mutual for service work. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable focus on non-securities products and affiliated insurance and trust services.

Philip Richardson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James Financial since 2009, following a prior nine-year tenure with Raymond James Financial Services and longstanding involvement with Richardson & Piper Financial Services, PLLC. In addition to his advisory work, Richardson is a licensed CPA providing independent accounting services outside of trading hours. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning supported by analytical modeling and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Spencer Mc Cormick is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Grant is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at StoneX Securities, Trust Advisory Group Ltd, AGES Financial Services Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services. Grant is also licensed as a non-variable insurance agent. 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 management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mark Girard is a Series 65–licensed financial advisor with Fisher Investments, where he has worked since 2005. He has 22 years of industry experience and is based in Newfields, New Hampshire. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Keenan Dwyer is a financial advisor at Ameriprise with a Series 66 credential and five years of industry experience. His prior roles include positions at Eaton Vance Distributors, LPL Financial, and Boston Light Financial, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates investment research and algorithmic tools to provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Amy Sutton is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Edward Jones and multiple positions within Fidelity since 2011. She is based in Manchester, NH. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with notable activities including commodity pool operations and the use of AI-driven research methodologies.

Charlene Dolan is a CFP® professional with 28 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Commonwealth Financial Network and operated her own firm, Dolan Financial Services. Dolan also provides financial planning and advisory services through Linden Financial Group as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting.

Zachary Jameson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Dartmouth Hitchcock, AT&T/Prime Communications, and Delaware North Hospitality. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage diverse portfolios, including model portfolios delivered to intermediary platforms.

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.

Bridget Halpin is a Series 66-licensed financial advisor with Ameriprise in Manchester, NH, and has seven years of industry experience. She has been with Ameriprise and its related entities since 2017. Outside of her advisory role, she is involved with The Halpin Company and serves as a staff RP delegate. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

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.

Andre Boullion is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Shell Exploration and Production Company and its affiliates for several years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs model-driven investment strategies and offers access to third-party asset managers and financial planning services.