Emily French is a financial advisor at Edward Jones in Hampstead, NH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she worked for twelve years at HPMS Inc., The Therapy Connection, an online medical supply retailer, where she performed data entry and customer service duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices across the United States.

Steven Balloch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 15 years at S.I.I. In addition to his advisory role, he is a founding partner of Pointes North Wealth Management, where he is involved in the sale of fixed insurance products and serves as a New Hampshire Notary Public. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various strategies and third-party managers.

David Lafferty is a CFA® charterholder with 28 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent 16 years at Cdc Ixis Asset Management Distributors, Lp. He holds a Series 63 license and is based in Windham, NH. Charles Schwab & Co., Inc. 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 multi-asset model portfolios supported by in-house research and alternative investment offerings.

Brian Magoon is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Troy Mottard is a financial advisor with Merrill in Manchester, NH, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Bank of America, N.A. and owned a landscaping business, M Outdoor Works, which he operates outside of securities trading hours. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Frank Depeters is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Metropolitan Life Insurance Co, Ohio National Financial Services, and several other financial firms. He is also the owner of Comprehensive Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

Joseph Paredez is a financial advisor with Edward Jones in Hooksett, NH, holding CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience. He worked at infinex Investments, Inc. from 2014 to 2017 and has been with Edward Jones since 2017. Outside of his financial career, he was involved with Uno's from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Parker Freedman is a financial advisor at Ameriprise with CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and IA Financial Advisors. Outside of his advisory work, Freedman owns Canalmen Tax Consulting LLC, a tax preparation business. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Erica Hubbard is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Publicity Coordinator for the Windham Baseball and Softball League. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supporting clients through a centralized retirement-income consulting team.

William Ducharme is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Munters, Southern District YMCA, and Chipotle Mexican Grill, among others. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

David Greco is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. He is dedicated to helping clients maximize their relationships with Fidelity by utilizing the available tools and resources to build financial plans aligned with their goals and aspirations. David has accumulated extensive experience within Fidelity Investments, serving in various capacities since 2010. His prior positions include Scrum Master from 2021 to 2024, Guidance Support Specialist from 2015 to 2021, Workplace Planning and Guidance Consultant from 2013 to 2015, and Defined Benefits Representative from 2010 to 2013. Outside of his professional work, David has personal interests that include baseball, cars, family activities, food, football, and skiing.

Jeffrey Davis is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation, LPL Financial, and Citigroup Global Markets. Outside of advisory work, he is a licensed insurance agent offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance, and he co-owns an LLC used for expense management. OSAIC serves a wide range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a large multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies with a variety of program options.

Scott Earwood is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in financial advising, all of which have been with Edward Jones since 2013. He is based in Stratham, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Michael Beck is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at St. Mary's Bank and CUNA Brokerage Services, Inc. Outside of advisory work, he serves as a financial advisor at St. Mary's Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Carl Hanson is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2018. His prior experience includes roles at Signator Investors, US Advisory Group, and Transamerica Financial Advisors. Outside of advisory work, he prepares a limited number of tax returns for non-securities clients during the late spring and early summer. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model‑based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

John Mac Donald IV is a financial advisor at Raymond James Financial with the designations ChFC® and Series 66 and 10 years of industry experience. He has worked at Raymond James Financial since 2025 and previously held roles at Dolan Financial Services and Commonwealth Financial Network. Outside of his advisory duties, he is involved with Linden Financial Group, where he contributes to comprehensive financial planning and client service. 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 institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tucker Schell is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at John Hancock Investment Management and MFS Investment Management. Tucker also spent four years at the University of New Hampshire. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shawn Avery is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has real estate ownership interests. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Ryan Mclaughlin is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at L.M. Kohn & Company and CGI Wealth Management LLC, where he serves as Vice President. His professional activities include retirement and investment planning. 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 through annual, collaborative client relationships.

Michael Quinn is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.