Caitlin Desoye is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she operates as a real estate finance consultant and serves as an independent insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements and offers specialized services including divorce planning and estate-settlement programs.

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 Haas is a CFP® with 37 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at the firm's Seabrook, NH location. Outside of his advisory role, Haas serves on the boards of the Gunn Memorial Library & Museum, the Board of Finance in Washington, CT, and Spring Lake Productions, Inc. Ameriprise provides retirement-income planning services designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Scott Zimmermann is a financial advisor at Edward Jones in Hampton, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services supported by a nationwide network of over 23,000 advisors.

Douglas Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held prior roles at APW Capital, Sunpointe Investments, and Wells Fargo Advisors. Outside of his advisory work, he is a part owner and art dealer at New Hampshire Fine Art LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Frank Depeters is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with several firms including Metropolitan Life Insurance Co and The Patriot Financial Group. 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 individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of over 10,000 advisors and manages over $256 billion in assets.

Darin Pope is a CFP® and CFA® with 29 years of industry experience. He is currently with Stifel in Portsmouth, NH, having joined the firm in 2025. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, FSIC, Securities America Inc., and United Atlantic Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

Jeffrey Davis is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nine years before joining Osaic. Outside of his advisory role, he is an insurance agent offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance, and he co-owns a wealth advisory entity used for expense management. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various investment tools and third-party platforms to construct diversified portfolios and supports complex corporate and platform arrangements.

Scott Earwood is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Timothy Porter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He previously spent over two decades with New York Life and its affiliated entities before joining Mass Mutual Investors Services in 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, utilizing firm-approved software and collaborative annual planning processes.

Carl Hanson is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He has held positions at Osaic Wealth since 2018 and previously worked at Signator Investors from 2016 to 2018. Outside of his advisory role, he prepares a limited number of tax returns for non-securities clients during the late spring and early summer. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment vehicles and third-party platforms.

John Sargent is a financial advisor with Equitable Advisors in Portsmouth, NH. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, his work experience includes roles in retail and community organizations. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions delivered through its network of Investment Adviser Representatives.

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.

Robert Giordano is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for nine years and has owned Rob's Comics, a comic book business, since 2014. 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 variety of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and retirement advice, supported by a network of over 22,800 advisors.

Mary Sycamore is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 10 years of industry experience. She has worked at Ameriprise Financial Services since 2019, following two years at Morgan Stanley in various roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.