Andrew Wolcott is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Wolcott serves on the board of directors for Reach for the Top Therapy Services. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Erika Sullivan is a CFP® credentialed advisor with 19 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC and has held roles at firms including Raymond James Financial Services and Wells Fargo Clearing. Sullivan is also a team member of The Sedoric Group in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory and managed account solutions.

Joseph Pombriant is a financial advisor at Guardian Life with 21 years of industry experience and holds the Series 66 designation. He has worked extensively with Park Avenue Securities and Guardian Life since 2003. Outside of his advisory role, he runs a coaching program for financial representatives, involving monthly calls and periodic conferences. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

John Rice is a CFP® with 34 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held roles at Steward Partners entities since 2016 and previously worked at Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and managed account services.

Jonathan Dooda is a financial advisor at Oppenheimer with 20 years of industry experience and holds a Series 66 designation. He has been with Oppenheimer since 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Robert Carrigg Jr. is a Certified Financial Planner® with 30 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and its related entities, having worked at Steward Partners and prior to that at Raymond James Financial Services, Bank of America, and Merrill. Outside of his advisory role, he serves as Secretary-Trustee of the Trust Funds for the Town of Rye, NH, and advises on portfolio management for New Hampshire Public Radio. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm provides investment advisory, financial planning, pension consulting, and managed account services to individuals, institutions, and charitable organizations through a range of proprietary and third-party solutions.

Hannah Santy is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. She is currently with Hightower Advisors, where she has worked since 2023. Prior to joining Hightower, she worked at Vigilant Capital Management, LLC, Penobscot Financial Advisors, and Foster Victor Wealth Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Paul Stonge is a financial advisor with Commonwealth Financial Network in Kingston, NH, holding a Series 63 designation and 43 years of industry experience. He has worked with Commonwealth Equity Services, Inc. since 1995 and Prudential Insurance Company since 1981. Outside of his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Marino Babcock is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Harbour Capital Corporation and Coca Cola Bottling Company of Northern New England. Outside of advisory work, he is involved in a family business, Icehouse Trees, where he serves as an employee and manager. Steward Partners Investment Advisory, LLC is an SEC-registered 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 advisory and portfolio management services through both proprietary and third-party solutions.

Michael Gallagher is a CFA® charterholder with two years of experience at Hightower Advisors and twelve years prior at Wellington Management Company, LLP. He is based in Portsmouth, NH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and private funds.

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.

Sarah Forhan is a financial advisor at OSAIC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Agia, and Valic Financial Advisors. Outside of her advisory role, she is active in nonprofit governance, serving on the Finance Committee and Board of Directors of the New Hampshire Coalition Against Domestic and Sexual Violence, and owns an e-commerce business specializing in drop-shipping plant and bird supply products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a range of investment advisory and brokerage services with an emphasis on integrated portfolio construction using firm-provided tools and access to third-party managers.

Bryce Haynes is a Planning Consultant at Fidelity Investments, where he works with clients to develop personalized financial plans tailored to their unique situations and goals. He began his career at Fidelity Investments as a Customer Relationship Advocate in 2021 and has held multiple roles within the company, including Retirements Representative, Financial Representative, and Relationship Manager before his current position. Prior to joining Fidelity, Bryce worked as an Insurance Representative at Mutual of Omaha from 2020 to 2021. His professional experience includes assisting clients with retirement planning, relationship management, and financial decision-making to help them move toward their financial objectives. Outside of his professional role, Bryce has interests in comedy, cooking and baking, football, golf, movies, and traveling.

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.

Samantha Maher is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2019, following roles at Charles Schwab and Charles Schwab Bank beginning in 2015. Outside of her advisory work, she owns Hygge Wax, a retail business producing and marketing candles. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

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.