Owen Lavery is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing a graphic design business and serves on the board of directors for the Granite YMCA. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver tailored retirement income recommendations.

James Fergola is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at OSAIC and Signator Investors, Inc. Since 2012, he has served as treasurer for Saggahew Lodge A.F. & A.M., a volunteer organization, managing banking and investment accounts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Erin Crossley is a financial advisor at Charles Schwab with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America before joining Charles Schwab in 2024. Outside of her advisory role, she serves on the executive board and volunteers as a coordinator for the Polaris Educational Foundation. 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, combining non-discretionary advice with access to discretionary separately managed accounts and a range of investment options.

Dennis Carr is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds a Series 66 designation. Prior to joining MassMutual, Carr worked at Massachusetts General Hospital and Rivier University. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing planning engagements using firm-approved software and educational seminars.

Laura Ellum is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Hodges Development Corporation for eleven years. She serves as a board member of the Portsmouth Maritime Folk Festival, participating in committees focused on art, culture, and education. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through a wide range of financial programs.

Patricia Clark is a Series 66-licensed financial advisor with Morgan Stanley in Manchester, NH, with 10 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Leah Bartley is a Financial Advisor at Merrill Lynch Wealth Management. She brings over two decades of experience in investment and financial planning, specializing in areas such as retirement planning, executive compensation, family wealth management, philanthropic planning, and socially responsible investing. Leah works closely with her clients to develop personalized strategies that align with their unique financial goals and priorities. She holds multiple professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Plans Specialist (CRPS), among others. These credentials reflect her expertise in retirement income strategies, employer-sponsored retirement plans, asset allocation, risk management, and tax-efficient investing. Leah has also completed graduate-level training in long-term care and special needs planning. Beyond her professional role, Leah is committed to community service, exemplified by her receipt of the Presidential Volunteer Service Award. She also dedicates time to rescuing and caring for feral cats. Leah's personal experiences, including caring for her aging parents, inform her compassionate approach to financial planning.

Cassandra Fulton is a financial advisor with Ameriprise Financial Services in Bedford, NH. She holds a Series 63 designation and has 18 years of industry experience, including a long tenure at Fidelity Investments. Her prior roles include one year at Ameriprise and a recent position at Rise Private Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, supported by a centralized service team and proprietary investment research tools.

Philip Pleat is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Merrill since 1980 and has been with Bank of America, NA since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s broader corporate platform, providing access to diverse products and services.

James Basiliere is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2017 and previously spent one year at Elon University. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and tax-aware withdrawal strategies to provide tailored recommendations.

Robert Russamano is a financial advisor with Wells Fargo Advisors in Bedford, NH, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he holds a 10% ownership interest in Silver Stone Investment Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of offerings, including retirement, education, and niche planning areas. The firm supports advisors with proprietary research and planning tools while allowing clients flexibility in implementing recommendations.

Kevin Jordan is a CFP®-designated financial advisor with Ameriprise in Bedford, NH, having four years of industry experience. He previously worked at Rise Private Wealth Management and Ameriprise Financial Services, LLC, and has a background that includes positions at Saint Anselm College, Northeast Nursery, and Danvers Public Schools. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Rhonda Manning is a financial advisor with Morgan Stanley Smith Barney LLC in Manchester, NH, holding a Series 66 designation and having 4 years of industry experience. She has been with Morgan Stanley since 2008. Outside of her advisory role, she serves as president of the Stonegate IV Condo Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Barbara Letvinchuk is a CFP® professional with 39 years of experience, currently affiliated with RBC Capital Markets. She has worked at City National Bank since 2019 and has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves on the Board of Trustees for The Palace Theatre, a community theatre in Manchester, NH, and is a school board member at St. Catherine’s School. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs. The firm offers tailored investment strategies utilizing both in-house and third-party managers, with a range of portfolio management and financial planning services.

Eesa Hafeez is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2023. Prior to joining Fidelity, his experience spans various roles in retail and employment services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Elizabeth Therrien is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. She has two years of industry experience, including prior roles at Ameriprise and Rise Private Wealth Management. Her background also includes positions in real estate and property management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning focused on dependable income and tax-aware withdrawal strategies. The firm utilizes internal research and third-party data to support its investment approach, with a firm structure that incorporates affiliated product offerings.

Scott Minichiello is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He takes a comprehensive and personalized approach to wealth management, working closely with clients and their families to understand their financial situations and priorities. Scott helps clients develop customized and flexible wealth management strategies that adapt to changing needs and market conditions. Drawing on Merrill's investment insights and Bank of America's banking resources, he supports clients in navigating various aspects of their financial lives. Since 2011, he has been part of The Streb Palatucci Wealth Management Group, serving entrepreneurs, professionals, executives, business owners, and multiple generations of families. Scott began his career in finance with Bank of America in 2005, where he gained experience in consumer and business banking. In 2021, he earned his CERTIFIED FINANCIAL PLANNER™ certification to better assist clients with their unique planning needs. He also holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott received his bachelor's degree from the University of New Hampshire. As a New Hampshire native, Scott has deep ties to the region and enjoys outdoor activities such as hiking, snowboarding, tennis, golf, and boating on New Hampshire's lakes as well as the Florida oceans. His community involvement includes board positions with the Friends of Norris Cotton Cancer Center and previous service as president and board member of the Manchester Kiwanis Club.

Gunnar Tache is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles in property management, technology research, and various positions in different sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Michele Vincent is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, Vincent is involved with the Smyth Public Library in Candia, New Hampshire, in a community service capacity. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with a range of investment and financial planning offerings.

Matthew Elkin is a financial advisor with Ameriprise in Derry, NH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team.