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 licenses and over 32 years of industry experience. She has been with Wells Fargo since 2016. Decourcy serves as an advisory board member on the City of Portsmouth Citizen Advisory Committee in New Hampshire. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics to support its investment recommendations and offers a broad range of 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 Wealth, Inc. based in Portsmouth, NH, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at Woodbury Financial for 18 years before joining Osaic in 2024. Sullivan is also president of Seacoast Asset Management, LLC, where he provides investment advice and guidance. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party money managers to construct diversified portfolios tailored to client needs.

Edward Sheehan is a financial advisor with Raymond James & Associates in Seabrook, NH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James in various capacities since 2016. Sheehan serves on the Board of Governors for the Haverhill Golf & Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Joseph Balsamo is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Portsmouth, NH. With over 37 years of experience in financial services, he specializes in providing financial advice and guidance to individuals and families. Joseph focuses on understanding clients' priorities to design and implement customized wealth management strategies that help pursue personal financial goals while managing investment risk. He serves as Senior Vice President of the Merrill Lynch office and employs a high touch client service model to review performance and progress frequently. Before joining Merrill in 2005, Joseph spent 20 years in corporate banking, underwriting and managing highly leveraged complex transactions. His background reflects a passion for entrepreneurship, capital markets, risk management, and financial planning. His areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, socially responsible investing, and tax minimization. Joseph holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of Massachusetts System. Joseph is involved in his community through service on the Seabrook Beach Village Planning Board. He and his wife, JoeAnn, have been married for 33 years and live on the New Hampshire Seacoast with their two sons and dogs. His personal interests include biking, golfing, skiing, and traveling.

Dorothy Hunt is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Thomas Johns is a financial advisor with OSAIC in Kittery, ME, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with OSAIC since 2000 and also operates a sole proprietorship providing tax return preparation and financial statement services. He holds an insurance license through which he places variable annuities exclusively via OSAIC Wealth. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and model portfolios to construct customized investment solutions.

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 Pontbriand is a CFA® charterholder and financial advisor with LPL Financial, based in Hampton, New Hampshire, bringing 29 years of industry experience. He has been associated with Salem Five Cent Savings Bank and LPL Financial since 2006. Outside of his advisory work, he provides instruction in self-defense, emergency preparedness, and information security, and participates in local community activities as a town and school district moderator in Hampton Falls. He also assists with a beekeeping hobby business operated by his family and works occasionally as a whitewater rafting guide. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and oversight of substantial discretionary assets.

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.