Harold Losey Jr. is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and has 44 years of industry experience. He has worked with City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a range of investment managers and customized strategies.

Kim Castelo is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 10 years before joining Ameriprise Financial Services Inc and subsequently Ameriprise. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan Callahan is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Nashua, NH. His prior experience includes roles at LPL Financial, Northeast Planning Associates, Lincoln Financial Distributors, and Fidelity Investments. Outside of his advisory work, he serves on the Board of Directors for The Geoff Higginbotham Memorial Foundation and hosts a podcast focused on Bryant University football, his alma mater. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Paul Makris is a financial advisor with UBS Financial Services in Concord, NH, holding a Series 66 designation and over 26 years of industry experience. He has been with UBS Financial Services since 1999. Outside of his advisory work, he is involved in music as the manager and songwriter for Tripping Souls Productions, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a diverse platform of capital markets and lending solutions.

Michael Mackey is a financial advisor with Wells Fargo Clearing in Salem, NH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jake Hammond is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James Financial, Hemlock Creek Wealth Management LLC, and Citizens Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large footprint of financial advisors and branch offices nationwide.

Nicholas Brigham is a financial advisor at Edward Jones in Bedford, NH with two years of industry experience. He holds a Series 66 designation and previously worked in real estate with Berkshire Hathaway Home Services Verani Realty and eXp Realty. Outside of advising, he is co-owner and founder of Koda Properties LLC, a real estate investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated investment and trust services.

Evan Makris is a financial advisor with UBS Financial Services in Concord, NH. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2024, he worked in various roles including at Save-A-Suit and New Hampshire Distributors, and has a background that includes time at Sacred Heart University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, providing financial planning, portfolio management, and access to a broad range of investment products through a platform that integrates institutional trading capabilities with wealth management services.

Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on personal retirement planning, portfolio management services, and retirement income. Clark works with individuals seeking professional investment management and planning for all stages of life. He holds a bachelor's degree in Economics and Computer Science from Providence College. Clark has earned the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, as well as Personal Investment Advisor (PIA) status. He also holds Series 7, 63, and 65 FINRA Registrations. Outside of his professional work, Clark enjoys fishing, hiking, skiing, and spending time with his family.

Michelle Lauder is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. She has held positions at Steward Partners Investment Solutions and Raymond James Financial Services, among others. Lauder serves as a board member and commissioner for the Manchester Transit Authority, overseeing financial reviews for the public transit system. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by in-house research and third-party subadvisors.

Jacob Berrigan is a CFP® professional with eight years of industry experience currently affiliated with Ameriprise. His prior roles include positions at Eaton Vance Management and Rise Private Wealth Management. He serves on the boards of the New Hampshire Juvenile Court Diversion Network, The Pinnacle Foundation, and Lantern Light Camps. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Nathaniel Shaw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Bedford, NH. He has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of his advisory role, Shaw is involved in mentorship at NH Bookkeeping Services LLC and engages in fixed annuity transactions as a licensed insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, using various analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Christopher Larro is a financial advisor with Edward Jones in Manchester, NH. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to this, he worked at United Natural Foods, Inc., Airmar Technology Corporation, and C&S Wholesale Grocers. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cullen Barnes is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and has prior work history with MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his financial advisory role, he is the owner and operator of Wheely Clean Mobile Detailing, a mobile car detailing business he has run since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop tailored financial recommendations.

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.

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.

Jeremy Benoit is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at multiple firms including Lincoln Financial Securities and New England Employee Benefits Company, and currently operates Benoit Financial Planners. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary models and third-party strategies, tailored to client objectives with both discretionary and non-discretionary approaches.

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.

James Mckenna is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining RBC in 2026, he worked at Infinex Investments, Inc. and Federal Savings Bank. He also serves as Senior Vice President at First Seacoast Bank, focusing on retail and commercial banking. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers.

Andy Xenakis is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on understanding the financial needs and priorities of individuals and families. He collaborates with clients to build and maintain financial plans aimed at achieving their goals. Andy has held various roles at Fidelity Investments since 2009, including Regional Vice President of Managed Accounts, Regional Planning Consultant, Investment Solutions Consultant for Managed Accounts, and Retirement Relationship Manager. His extensive experience spans financial representation, retirement solutions, investment solutions, and managed accounts. His career at Fidelity Investments demonstrates a progression of leadership and expertise in financial advisory services, supporting clients through comprehensive financial planning and investment management.