Mary Ellen Cronin is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a notary public and a justice of the peace in New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Mitchell Hayes is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including NYLIFE Securities LLC and Mass Mutual Life Insurance Company. Prior to his career in finance, he was employed at Irish Electric Corp. and the University of New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Samantha Maher is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2019, following roles at Charles Schwab and Charles Schwab Bank beginning in 2015. Outside of her advisory work, she owns Hygge Wax, a retail business producing and marketing candles. Charles Schwab 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 a multi-asset model portfolio approach supported by its Center for Financial Research.

Christine Marcucci is a financial advisor at Edward Jones with 16 years of industry experience. She has been with Edward Jones since 2009 and holds a Series 66 credential. Outside of her advisory role, she is involved in several local organizations, including the Nashua Fish and Game Club, Boys and Girls Club of Nashua, the Miss NH Local Scholarship Program, and the Discover Dance Organization, serving in various non-financial capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive national network of advisors and branch offices, as well as its affiliated financial services and fiduciary approach.

Katie Geery is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Rise Private Wealth Management. She has previously worked at Ameriprise Financial Services and held various roles including at Datrose and Sorenson Communications. Geery co-owns Rise Tax Strategies, LLC, a tax preparation business, and serves as Co-Chair on the Board of Directors for Stay, Work, Play, a community organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, utilizing a centralized support team and proprietary tools to generate retirement recommendations.

Nicole Andersen is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, Andersen serves as a board member and Education Committee Chair for the Labrador Retriever Club of Greater Boston, organizing educational events on topics related to dog health and training. 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, pension plans, charitable organizations, and corporate fiduciaries.

Kyle Friedrich is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Chanel, Restoration Hardware, and Gucci. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Katherine Carlson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior work includes roles at AXA Advisors, Mass Mutual Investors Services, and Baystate Financial. She serves as President of the Northwood Historical Society, organizing board meetings and community programs. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Mark Tuson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Waddell & Reed, Inc. and various insurance carriers for over two decades before joining LPL Financial in 2021. In addition to his advisory work, he has been involved with a tax and investment-related business entity, T ASG, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Harold Losey Jr. is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and has 44 years of industry experience. He has worked with City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a range of investment managers and customized strategies.

Kim Castelo is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones for 10 years before joining Ameriprise Financial Services Inc and subsequently Ameriprise. Ameriprise provides retirement-income planning services primarily to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan Callahan is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Nashua, NH. His prior experience includes roles at LPL Financial, Northeast Planning Associates, Lincoln Financial Distributors, and Fidelity Investments. Outside of his advisory work, he serves on the Board of Directors for The Geoff Higginbotham Memorial Foundation and hosts a podcast focused on Bryant University football, his alma mater. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Paul Makris is a financial advisor with UBS Financial Services in Concord, NH, holding a Series 66 designation and over 26 years of industry experience. He has been with UBS Financial Services since 1999. Outside of his advisory work, he is involved in music as the manager and songwriter for Tripping Souls Productions, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a diverse platform of capital markets and lending solutions.

Michael Mackey is a financial advisor with Wells Fargo Clearing in Salem, NH, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jake Hammond is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James Financial, Hemlock Creek Wealth Management LLC, and Citizens Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large footprint of financial advisors and branch offices nationwide.

Tabitha Egnet is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads a team of financial advisors and professionals dedicated to helping clients make educated and confident financial decisions for themselves and their families. Tabitha has been with Fidelity Investments since 2019, holding several leadership positions including Branch Leader from 2022 to 2023, Team Leader of Workplace Planning and Advice from 2020 to 2022, Talent Champion in 2020, and Team Leader of Client Services from 2019 to 2020.

Nicholas Brigham is a financial advisor at Edward Jones in Bedford, NH with two years of industry experience. He holds a Series 66 designation and previously worked in real estate with Berkshire Hathaway Home Services Verani Realty and eXp Realty. Outside of advising, he is co-owner and founder of Koda Properties LLC, a real estate investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated investment and trust services.

Evan Makris is a financial advisor with UBS Financial Services in Concord, NH. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2024, he worked in various roles including at Save-A-Suit and New Hampshire Distributors, and has a background that includes time at Sacred Heart University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, providing financial planning, portfolio management, and access to a broad range of investment products through a platform that integrates institutional trading capabilities with wealth management services.

Richard Girard is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at UPS and service on the Manchester School Board. Outside of advising, he serves as a Justice of the Peace and Notary in Manchester and hosts the program "Girard at Large." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on individual investors rather than institutional clients.

Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, portfolio management, and retirement income, focusing on professional investment management and planning for clients at all stages of life. Clark holds a bachelor's degree in Economics and Computer Science from Providence College. He has obtained professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and holds Series 7, 63, and 65 FINRA registrations. Outside of his professional role, Clark enjoys fishing, hiking, skiing, and spending time with his family.