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, holding a Series 66 designation. She previously worked at Lincoln Financial Advisors, Agia, and Valic Financial Advisors. Outside of her advisory role, she serves on the finance committee and board of directors for the New Hampshire Coalition Against Domestic and Sexual Violence and owns an e-commerce business specializing in plants and bird supplies. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.

Gregory Silverman is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities, Inc. from 2014 to 2017. He is a Series 66 credential holder and manages Clipper City Financial, LLC, an entity involved in managing operating expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, typically providing goal-based recommendations without investment discretion.

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.

Lindsey Belo is a financial advisor at Edward Jones with three years of industry experience. She previously worked at Align Credit Union for two years and Granite State Credit Union for eight years. Lindsey holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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, holding Series 63 and Series 65 licenses and 40 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial for 18 years and at Cetera Investment Services for one year. He is also president of Seacoast Asset Management Inc., an investment-related firm in Portsmouth, NH, where he provides advice and sells life, disability, and fixed annuities. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach with portfolio optimization tools and offers a wide range of brokerage and advisory services across multiple programs.

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.

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.

William Elwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining LPL Financial in 2024, he spent 11 years at Cambridge Investment Research and related entities. He is also a co-owner of Vino Tourismo, a business based in Newburyport, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party asset managers.

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 Series 66-credentialed financial advisor with 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Sullivan is a CFP® and Series 66-registered advisor with nine years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial for eight years. Outside of his advisory role, Sullivan is an owner and president of Primary Financial Advisors LLC, where he dedicates significant time each month. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thomas Johns is a financial advisor with Osaic, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Osaic since 2000 and also operates a sole proprietorship focused on tax return and financial statement preparation. Additionally, he holds an insurance license through which he facilitates variable annuity sales placed via Osaic Wealth. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various investment programs and maintaining a complex network of affiliated entities.

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.