Aliza Mc Kenna is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC, Oracle, Marmon Aerospace and Defense, and the University of New Hampshire. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John St Pierre is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Houle is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through various roles including Financial Services Representative, High Net Worth Services Representative, Financial Representative, Investment Consultant, and currently serving as Vice President, Financial Consultant since 2015. With 15 years of experience, Steven partners with local high-net-worth clients, families, and business owners to develop personalized financial plans. His focus is on helping clients protect, grow, and efficiently transition wealth, aiming to provide confidence and peace of mind at every stage of their financial journey.

John Troiano is a financial advisor with Stifel in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with a Non Family Trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Raymond Oliver Alvarez is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has two years of industry experience and has been with Equitable Advisors since 2023. Outside of finance, he is the owner of Mainely Kitchens and Baths Inc. and Summerhands Construction, businesses unrelated to his investment work. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Laura Rutkiewicz is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2011, totaling 15 years at the firm. Rutkiewicz serves as a trustee on the board of The Fred Harris Daniels Foundation, a nonprofit organization based in Worcester, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dylan Randazzo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Nathan Fox Financial Advisor, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charles Beynon is a financial advisor with Ameriprise in Rye, New Hampshire, holding CFP® and ChFC® designations and over 24 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in business ownership including a fitness club and tax preparation services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Thomas Burbank is a financial advisor with LPL Financial in Portsmouth, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Northeast Planning Associates, TD Wealth Management Services, Cetera Investment Services, and Valic Financial Advisors. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Caitlyn Lessard is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Prime Buchholz LLC and GMO LLC. Caitlyn is also commissioned as a notary in the state of New Hampshire. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided through a large network of investment adviser representatives.

Dominique Donovan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. Prior to joining Wells Fargo in 2016, Donovan worked at Morgan Stanley in 2010. Outside of professional activities, Donovan serves as co-trustee for a family member's revocable trust, assisting with day-to-day financial matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chris McCarthy is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. Chris works with individuals and families in the seacoast community to create personalized financial plans tailored to their goals and situations. His approach focuses on assisting clients in working towards their definition of financial success.

Timothy Malinowski is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He currently works at Edward Jones in Portsmouth, NH. His prior experience includes roles at Morgan Stanley & Co., Incorporated and Wills Towers Watson. Outside of finance, he has been involved with the Ice House Restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

Matthew Grant is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients simplify complex financial decisions, create organized plans, and maintain focus on their key priorities. His approach combines comprehensive financial planning with a commitment to building long-term, trusted relationships. Matthew brings expertise in areas including college education planning, executive and equity compensation services, legacy planning, retirement income, portfolio management, and tax minimization. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Matthew earned a Bachelor's Degree from the University of New Hampshire. Outside of work, Matthew enjoys golfing, snow and water skiing, tennis, and spending time with friends and family. He lives with his wife, Lexy, and their rescue dog, Maui.

Paul O'Brien is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding a CFP® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at A. G. Edwards & Sons, Inc. He serves as trustee and personal representative for family trusts and estates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of more than 14,000 advisors.

Heidi Springmann is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity affiliates since 2015. Outside of her advisory role, she creates commissioned artwork. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and its role in managing model portfolios.

Brian Verville is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 66 credentials and over 37 years of industry experience. He has been with Raymond James since 2014 and is also the owner of Pierre Properties, LLC, a residential rental business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services, including municipal advisory and institutional fiduciary solutions.

Irene Bowen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2018, with prior experience in dental office administration. Bowen serves on the committee planning a fundraising dinner for Seacoast Christian School in South Berwick, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Steven Santy is a financial advisor with Charles Schwab in Portsmouth, NH, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2017. Outside of his advisory role, he owns and leases a single residential rental property. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Jason Le Blanc is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2017 and previously spent one year at Textron Specialized Vehicles. 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 retirement income recommendations and ongoing planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.