Kim Castelo is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 10 years before joining Ameriprise Financial Services Inc and subsequently Ameriprise. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Makris is a financial advisor with UBS Financial Services in Concord, NH, holding a Series 66 designation and over 26 years of industry experience. He has been with UBS Financial Services since 1999. Outside of his advisory work, he is involved in music as the manager and songwriter for Tripping Souls Productions, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a diverse platform of capital markets and lending solutions.

Michael Mackey is a financial advisor with Wells Fargo Clearing in Salem, NH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jake Hammond is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James Financial, Hemlock Creek Wealth Management LLC, and Citizens Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large footprint of financial advisors and branch offices nationwide.

Nicholas Brigham is a financial advisor at Edward Jones in Bedford, NH with two years of industry experience. He holds a Series 66 designation and previously worked in real estate with Berkshire Hathaway Home Services Verani Realty and eXp Realty. Outside of advising, he is co-owner and founder of Koda Properties LLC, a real estate investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated investment and trust services.

Evan Makris is a financial advisor with UBS Financial Services in Concord, NH. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2024, he worked in various roles including at Save-A-Suit and New Hampshire Distributors, and has a background that includes time at Sacred Heart University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, providing financial planning, portfolio management, and access to a broad range of investment products through a platform that integrates institutional trading capabilities with wealth management services.

Richard Girard is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at UPS and service on the Manchester School Board. Outside of advising, he serves as a Justice of the Peace and Notary in Manchester and hosts the program "Girard at Large." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on individual investors rather than institutional clients.

Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on personal retirement planning, portfolio management services, and retirement income. Clark works with individuals seeking professional investment management and planning for all stages of life. He holds a bachelor's degree in Economics and Computer Science from Providence College. Clark has earned the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, as well as Personal Investment Advisor (PIA) status. He also holds Series 7, 63, and 65 FINRA Registrations. Outside of his professional work, Clark enjoys fishing, hiking, skiing, and spending time with his family.

Patrick Donovan is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, Donovan has experience with Big Pig Barbecue and Catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and long-term asset allocation strategies.

Michelle Lauder is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. She has held positions at Steward Partners Investment Solutions and Raymond James Financial Services, among others. Lauder serves as a board member and commissioner for the Manchester Transit Authority, overseeing financial reviews for the public transit system. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by in-house research and third-party subadvisors.

Christopher Larro is a financial advisor with Edward Jones in Manchester, NH. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to this, he worked at United Natural Foods, Inc., Airmar Technology Corporation, and C&S Wholesale Grocers. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cullen Barnes is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and has prior work history with MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his financial advisory role, he is the owner and operator of Wheely Clean Mobile Detailing, a mobile car detailing business he has run since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop tailored financial recommendations.

Andrew Stoller is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Shred-It for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jeremy Benoit is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at multiple firms including Lincoln Financial Securities and New England Employee Benefits Company, and currently operates Benoit Financial Planners. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary models and third-party strategies, tailored to client objectives with both discretionary and non-discretionary approaches.

Linda Sirois is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Mckenna is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining RBC in 2026, he worked at Infinex Investments, Inc. and Federal Savings Bank. He also serves as Senior Vice President at First Seacoast Bank, focusing on retail and commercial banking. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers.

Biren Patel is a CFP® with seven years of experience in the financial services industry. He is currently with LPL Financial and St. Mary’s Bank in Manchester, NH, and has previously worked at firms including Fidelity Investments and TD Bank. Outside of his advisory role, Patel also works for DoorDash and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and various investment strategies.

Mathew Fabiani is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2025, following roles at Ameriprise Financial Services and Morgan Stanley in various capacities from 2011 to 2025. He serves as Chair of the Andover Contributory Retirement Board in North Andover, MA. 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 provides both brokerage and advisory solutions, employing research-driven investment strategies and offering a broad range of financial products.

Erin Ball is a financial advisor at UBS Financial Services in Concord, NH, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019, following roles at Fidelity Brokerage Services LLC and TD Bank. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Brian Luce is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and various investment programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.