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.

Robert Martin is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services and Citizens Securities. In addition to his advisory role, he is involved in independent insurance brokering. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by affiliated research and model managers.

Philip Pleat is a financial advisor at Merrill with Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1980 and concurrently with Bank of America, NA since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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 Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments, Hafeez held various roles including positions at Trader Joe’s, Kohl’s Department Stores, and the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Scott Minichiello is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leverages a comprehensive approach to managing wealth by understanding each client's financial situation, family, and priorities to develop customized strategies that remain flexible to evolving needs and market conditions. Scott has been providing clients access to Merrill's investment insights alongside the banking services of Bank of America since joining Merrill in 2011. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2021. Scott began his finance career with Bank of America in 2005, working with both personal and business clients. As a member of The Roberts, Minichiello & Associates Wealth Management Group, he employs a holistic and disciplined approach to serving a diverse clientele, including entrepreneurs, professors, physicians, technology executives, business owners, and multi-generational families. His areas of focus include education planning, family wealth management, legacy planning, retirement income, portfolio management, and socially responsible investing. Scott emphasizes understanding clients' goals and coordinating with their trusted advisors to optimize and organize their wealth. A New Hampshire native, Scott graduated from the University of New Hampshire in 2005. Beyond his professional work, he has been involved with community organizations such as Meals on Wheels and the Friends of Norris Cotton Cancer Center.

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.

Casey Creamer is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Edward Jones since 2021. Prior to Edward Jones, he worked at Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he is an owner and member of Creamer Solutions LLC, a leasing company for long-haul trucks in Bedford, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jennifer Seaton is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Charles Schwab. Outside of her advisory role, she serves as a committee member for Women in Sales, a New Hampshire organization focused on connecting and supporting women in sales roles. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm’s approach involves assessing client risk tolerance and aligning clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Adam Gourley is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Michael Clark is a financial advisor with Ameriprise in Bedford, NH, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Nicole Mc Clure is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with UBS since 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Kenneth Anding is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and 65 licenses and 34 years of industry experience. He previously worked with Flagship Harbor Advisors, LLC from 2016 to 2018. Anding serves on the board of the Merrimack Valley Estate Planning Council, a nonprofit organization. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and various strategic approaches.

Kathryn Letvinchuk is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016, working from Manchester, NH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to support a broad range of client needs.

Alfred Santosuosso is a CFP® professional with 15 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company in Bedford, NH. He is the founder and CEO of The Santosuosso Group, a coaching and strategic planning firm focused on helping business owners and high achievers with goal setting, organizational structure, and leadership development. He also engages in outside insurance sales, specializing in individual and group life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client relationships around ongoing planning engagements using firm-approved analytical tools.

Michael Jorczak is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various Fidelity entities since 1996. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios based on mutual funds, ETFs, and ETPs.