John Swartz is a financial advisor at Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his current role, he worked at Brewster Ambulance Service and held positions in the beverage distribution sector. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network and a broad range of portfolio management styles.

Hayden Dieterle is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS, he worked in admissions at Hobart and William Smith Colleges and was involved with Hayden and Bros' Home Maintenance for eight years. Outside of advising, he has worked temporarily in catering and events services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Simon Cote is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked in advisory roles at TSWM Advisory Group and Avantax Advisory Services, among others. Outside of his advisory work, he has experience in client services and administrative roles supporting investment advisors. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Erin Mcdonald is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked at UBS Financial Services Inc for 11 years before joining Morgan Stanley in 2025. Erin holds a Series 66 designation. 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 that incorporates advanced modeling tools and supports clients through a structured planning process.

Amy Hallal is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. She has previously worked at Merrill, Moors & Cabot Inc, and Landry & Arcari. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Aaron Milne is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked at several firms including LPL Financial, Lincoln Investment, and Gateway Retirement Solutions. Milne is also the owner of MAERCO Financial, Inc. and serves as an agent for TruChoice Financial in insurance and benefits. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Robert Boshar is an advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for The Prudential Insurance Company of America and PRUCO Securities, LLC from 2004 to 2021. Boshar is also active in selling group life and health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Zachary Wasson is a financial advisor with LPL Financial in Dover, NH, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at AZTEC Financial Group, Capgemini, Axcelis Technologies, Fitzemeyer & Tocci Associates, and Wentworth Institute of Technology. He also provides investment advisory services through AZTEC Financial Group, LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and advanced operational tools.

Brian Clark is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in construction, equity partnerships, and sports club management. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Shutt is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has spent his career at Raymond James and Morgan Stanley Smith Barney. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Mark Witt is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities, Santander Securities, LPL Financial, and IFMG Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Joel Kapelson is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at New York Life, Prudential, AXA Advisors, and MassMutual. Outside of his advisory work, he is involved in independent insurance sales with companies such as Anthem, Harvard, and Humana. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party managers.

Michael Winn is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 43 years of industry experience, including prior roles at NRP Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Winn has been with RBC Capital Markets since 2010. RBC Wealth Management serves individual investors, institutions, pension plans, corporations, and nonprofit organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Emilie Checrallah is a financial advisor with UBS Financial Services in Portsmouth, NH. She holds a Series 66 designation and has 8 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Gary Rawnsley is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009. In addition to his financial career, he has been involved with Franklin Life Insurance Company and co-founded Image Worx Corp. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools without offering individual security recommendations as part of standalone planning.

Kyle Poodiack is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Dover, NH. He has been with LPL Enterprise since 2026 and has prior work experience in the energy and manufacturing sectors, including positions at Westinghouse Electric Company and Ragnartech Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable organizations. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Brad Aham is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he was involved with Bluefish Property Group LLC and Bluefish Holdings LLC for nine years. He serves as chair of the investment policy committee for the Essex County Greenbelt Association, a nonprofit land trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

Thomas Simpson is a financial advisor with Cambridge Investment Research Advisors in York, ME, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Cambridge since 2010, following prior roles at Grove Point Investments, LPL Financial, and Osaic FS. Simpson is also an active member of the York Maine Rotary Club, participating in charitable activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple account platforms.

Griffin Gagne is a Planning Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he progressed through several positions at Fidelity Investments, including Investment Solutions Representative III (2023-2024), Investment Solutions Representative II (2023), and Investment Solutions Representative I (2022-2023). In his current role, Griffin partners with local individuals and families to develop financial plans tailored to their unique situations, needs, and concerns. He emphasizes collaboration and understanding to create financial plans that clients can confidently follow. Griffin holds an Arkansas Insurance License. Outside of his professional duties, he has interests in beach activities, fitness, golf, and music.

Nathan Alger is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 22 years of industry experience. He worked at Ameriprise from 2003 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory to provide both brokerage and advisory solutions.