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.

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.

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.

Katherine Carlson is a financial advisor at Equitable Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, MetLife Investment Fund Services, and Baystate Financial. Outside of her advisory role, she serves as president of the Northwood Historical Society, where she oversees board meetings and helps organize community programs. Equitable Advisors serves a wide range of clients, from individuals to corporations and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models, including third-party and proprietary solutions.

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 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 the Series 66 designation with one year of industry experience. His prior work experience includes roles at Lowe’s Home Improvement and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Charles Beynon is a financial advisor at Ameriprise with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Ameriprise since 2005. Outside of advising, he co-owns a fitness club and operates businesses related to real estate and tax preparation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a written Recommendation Report and ongoing advice. The firm’s approach integrates proprietary research and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Thomas Burbank is a financial advisor with LPL Financial in Portsmouth, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at CUNA Brokerage Services, Northeast Planning Associates, TD Wealth Management Services, Cetera Investment Services, and Valic Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Caitlyn Lessard is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Prime Buchholz LLC and GMO LLC. Caitlyn is also commissioned as a notary in the state of New Hampshire. 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 portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided through a large network of investment adviser representatives.