Christopher Reaney is a CFP® with 32 years of experience in the financial services industry. He is currently affiliated with Steward Partners Investment Advisory, LLC and has previously worked with Raymond James Financial Services. In addition to his advisory role, he is involved with Highwater Wealth Group, providing investment management support. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Stephen Coopersmith is a CFP® with 12 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2021. Prior to joining NewEdge, he worked at Mid Atlantic Financial Management and NewDay Solutions. He conducts advisory services through NewEdge Advisors, doing business as Crescent Wealth Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support advisor and client needs.

James Moran is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise, Atlas Financial Group, and several other firms. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers portfolio management, retirement plan consulting, and access to multiple investment strategies through a network of over 400 independent advisers.

Kimberly Williams is a Series 66-licensed financial advisor with Equitable Advisors, based in Portsmouth, NH, and has one year of industry experience. Prior to joining Equitable Advisors in 2025, she worked at M Financial Group from 2011 to 2025. Outside of her advisory work, she operates Yarn Posse Designs, a sole proprietorship that creates and sells knitting pattern instructions, and serves on the board of Financial Beginnings. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm employs a range of third-party asset managers and advisory programs while offering ERISA fiduciary services through credentialed advisors.

Kelly Decourcy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Prior to joining Wells Fargo in 2016, Kelly worked at Morgan Stanley and Citigroup Global Markets. Kelly serves as an advisory board member for the City of Portsmouth Citizen Advisory Committee, providing feedback on community needs. 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 integrates research-driven investment strategies while providing brokerage and advisory solutions.

Amy Hammershoy is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Newmarket, NH, where she has worked since 2020. She has five years of industry experience, following an 18-year career in supply chain management at Walmart. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and is notable for its extensive advisor network and affiliated financial services.

Douglas Becker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Becker is also involved in independent insurance brokering, specializing in long-term care. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Sullivan is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 40 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial for 18 years and at Cetera Investment Services for one year. He is also president of Seacoast Asset Management Inc., an investment-related firm in Portsmouth, NH, where he provides advice and sells life, disability, and fixed annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with portfolio optimization tools and offers a wide range of brokerage and advisory services across multiple programs.

Rebecca Isaacs is a financial advisor with LPL Financial where she has worked since 2026. She has over a decade of industry experience, including running Isaacs & Associates LLC since 2015. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Dorothy Hunt is a Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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.

Thomas Johns is a financial advisor with Osaic, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Osaic since 2000 and also operates a sole proprietorship focused on tax return and financial statement preparation. Additionally, he holds an insurance license through which he facilitates variable annuity sales placed via Osaic Wealth. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs and maintaining a complex network of affiliated entities.

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.

Mathew Ward is a financial advisor at Edward Jones in Exeter, NH, holding a Series 66 credential with six years of industry experience. He worked at Hodgdon, Wilson & Griffin CPAs for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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.

Andrew Hooper is a financial advisor at Edward Jones in Rochester, NH, holding a Series 66 designation with one year of industry experience. His background includes service in the US Army from 2015 to 2022 and roles in retail and hospitality prior to joining Edward Jones in 2025. 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, supported by a large network of financial advisors and branch offices across the United States.

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.