Eva Normandin is a financial advisor at Ameriprise in Concord, NH, holding a Series 66 designation with three years of industry experience. She has worked at Ameriprise since 2021 and previously held roles at Flatiron Financial Group, Anthropologie, and the University of New Hampshire. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

James Figueira is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services dating back to 2004. Outside of his advisory work, he is the founder of the Concord NH Breakfast Club, a local networking group. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale with thousands of advisors and offices and uses model-driven investment strategies managed by unaffiliated asset managers.

David Sailor Jr. is a financial advisor at Edward Jones in Londonderry, NH, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is listed as a partner in a technical sales consulting firm established by his wife, though he has no responsibilities or involvement in the company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Kara Nixon is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Fidelity Brokerage Services Inc since 2000 and has worked within various Fidelity divisions, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its regulatory roles, including registration as a commodity pool operator.

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.

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.

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.

Rob Rigsby is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 15 years of industry experience. Prior to joining LPL Financial in 2021, he was affiliated with WTPK, LLC, Waddell & Reed, Inc., and various insurance carriers through W&R Insurance Agencies. He also manages WTPK, LLC and works as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Scott Dutton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1988. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of thousands of advisors.

Wayne McCormick is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Steward Partners and Raymond James Financial Services. McCormick serves as secretary on the board of Families in Transition, a nonprofit organization in Manchester, NH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by internal and third-party research.

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.

Jack Cowette is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His background includes multiple roles at St. Mary’s Bank and the University of New Hampshire, as well as experience in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Seth Mcnally is a financial advisor at Morgan Stanley in Manchester, NH, with 19 years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial, LLC from 2015 to 2019. Outside of his advisory role, Mcnally serves on several public advisory committees and nonprofit boards, including the Hampton Harbor Bridge Public Advisory Committee and the New Hampshire Seacoast Greenway Alliance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

John Brennan III is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. outside of Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Harrison Smith is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Daniel Blakeman is a financial advisor at OSAIC with three years of industry experience. He previously worked for Securities America Advisors and spent eighteen years at Comcast Communications Inc. He is also involved in the sale of life and annuity products through Futurity First Insurance Group. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and portfolio construction techniques across various investment types and supports multiple advisory platforms.

Michael Kiley is a Series 66-licensed financial advisor with Ameriprise in Manchester, NH, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Kiley manages several commercial and residential property-related LLCs, including office buildings and multi-family homes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Parag Kulshreshtha is a financial advisor at Ameriprise in New Boston, NH, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm serves a broad client base through a centralized consulting team and offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Joseph Altobello is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Co. since 2001. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.