Paul O'Brien is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he acts as trustee and personal representative for family trusts and estates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Heidi Springmann is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2015. Outside of her advisory role, she creates commissioned artwork, producing and delivering pieces directly to clients. She 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 blend of fundamental research and quantitative analysis to construct model portfolios and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

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.

Sarah Pendleton is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Wells Fargo Clearing Services LLC since 2017. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Helena Mahoney is a CFP®-designated financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2021. Her prior experience includes roles at Blue Granite Financial, Inc., Lisa Dale, and Waddell & Reed, Inc. She maintains a business related to financial advising under the name Blue Granite Financial, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

John Muldoon is a financial advisor with RBC Capital Markets in Portsmouth, NH. He holds the Series 66 designation and has experience at firms including Raymond James & Associates Inc. and Horizon Bank. Muldoon’s background also includes roles at Apple via Apex Systems and work in the banking sector. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Katherine Griffin is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked with firms including Andrea Riley Arnesen-Amerprise Financial and Waddell & Reed Inc. Griffin also maintains a business activity related to Blue Granite Financial, which is connected to her work at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Michelle Lane is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at TIAA-CREF from 2016 to 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it is noted for its registration as a commodity pool operator and use of algorithmic and AI-driven research in portfolio management.

Daniel Payson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he has investment-related interests in multi-family real estate ownership. 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 clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Pothier is a Financial Advisor with Merrill Lynch Wealth Management. He assists individuals, families, and business owners by bringing clarity and structure to their financial lives through a planning-first approach. His work focuses on understanding where clients are today, identifying their future goals, and creating financial plans that support both long-term objectives and current needs. James specializes in coordinating various aspects of personal finance, including college education planning, family wealth management strategies, liquidity management, and retirement income. He combines a forward-thinking approach with the resources and specialists available at Merrill Lynch to help clients simplify complex financial decisions and achieve their financial aspirations. He holds a Bachelor's Degree from Northeastern University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, James enjoys camping, hiking, music, reading, rock climbing, running, skiing, spending time with his family, and traveling.

Daniel Lyons is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo, he worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is a partner in a real estate investment business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Andrew Trowbridge is a financial advisor at Edward Jones in Dover, NH, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Outside of his advisory role, he is a director of Trowbridge Group, LLC, a private estate interests business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Nancy Wilson is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley's Private Bank and Smith Barney in 2023, she worked at Ausdal Financial Partners, Inc. for 14 years. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Paul Brandon is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 31 years of experience assisting clients in understanding and managing their financial situations. His work includes conducting nationwide seminars on investing fundamentals for company 401(k) plans and providing retirement income analysis to answer client questions such as retirement readiness and sustainable withdrawal amounts. He develops long-term client relationships, addresses risk exposures affecting wealth planning strategies, and collaborates with attorneys to facilitate estate planning and intergenerational wealth transfer. Mr. Brandon holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credentials. He earned a Bachelor's degree from the University of Massachusetts Amherst. He is fluent in English and Spanish. He currently resides in Portsmouth, New Hampshire with his wife of thirty-six years, Maria Jose. Mr. Brandon is also a member of the Burlington Breakfast Rotary. His personal interests include biking, hiking, and traveling. His approach emphasizes understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations.

Susanne Heckaman is a financial advisor at Edward Jones in York, ME, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jacob Cormier is a financial advisor with Edward Jones in Somersworth, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Portsmouth Naval Shipyard for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

David Ferland is a financial advisor with LPL Financial in York, Maine, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for three years and Ameriprise Financial Services, Inc. for nine years. Outside of his advisor role, he is an owner and agent at Lennox Insurance and Financial, LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, including discretionary and non-discretionary management, retirement plan consulting, and brokerage services supported by research and model portfolios.