Benjamin Woodhouse is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is involved with Kevin The Dog LLC, a real estate business in Portsmouth, NH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Kirk Miller is a financial advisor with LPL Financial in Rochester, NH, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has prior experience at Ameriprise and RBC Capital Markets, LLC, and is also involved with Grove Point Advisors LLC and Grove Point Investments LLC. Miller is additionally engaged in insurance sales as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various sources.

Albert Basse IV is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Wellington Management Company LLP and operating his own firm, Albert Basse Associates Inc. He is the founder and president of The Oliver Ames Rugby Booster Club Incorporated, a nonprofit organization. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services through advisory and brokerage channels, supported by integrated platforms featuring model portfolios, third‑party asset management, and financial planning consultations.

Ellen Lavin is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Northeast Planning Associates, Inc. from 2003 to 2018. In addition to her advisory role, she is involved in tax preparation and accounting through Weidema, Lavin & Grott Accounting PC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies alongside brokerage and insurance services.

Thomas Delrosso is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Lorenz is a Financial Consultant at Fidelity Investments, serving clients in the Seacoast and surrounding areas. With over 20 years of experience at Fidelity, he focuses on building long-term relationships with families to develop personalized and comprehensive financial plans. His career at Fidelity includes roles such as Wealth Management Planning Consultant, Director of Fidelity Charitable, and Director of Portfolio Advisory Services, reflecting extensive experience in wealth management and portfolio advisory services. He has held positions ranging from Financial Representative to Branch Service Manager, demonstrating a broad understanding of financial consulting and client management. James is a long-time resident of the area and is committed to working closely with clients to understand their situations and future goals in order to co-create effective financial strategies.

Sharon Harkinson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Steward Partners and Raymond James Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of solutions including custody, underwriting, and capital markets services.

Christopher Hooper is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of client types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ziad Habayeb is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2009 to 2021, and he has been with Morgan Stanley since 2021. Outside of his advisory work, he is a managing partner in a real estate venture and holds interests in other business activities related to real estate and retail operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage capabilities.

Howard Green Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and having 45 years of industry experience. He has been with Raymond James in various capacities since 1998 and has owned Green Capital Management since 2010. Green also managed Patagonia Properties LLC from 2006 to 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk profiling tools and supports municipal finance through a unique affiliation with a municipal advisor.

Catherine Smith is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Eric Moriarty is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and their families to develop personalized wealth plans, aiming to help clients feel confident as they pursue their financial goals. He emphasizes understanding his clients' goals, values, and preferences to provide peace of mind in navigating their financial futures. Eric has held various positions at Fidelity Investments since 2014, progressing through roles including Investment Consultant, Financial Representative II, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. This breadth of experience has contributed to his expertise in financial consulting and investment strategies. Outside of his professional work, Eric enjoys fitness, golf, music, skiing, and soccer.

Mark Rabbe is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at RBC Capital Markets since 2012 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

Jamie Louko is a Planning Consultant at Fidelity Investments, where they support local families in building financial plans tailored to their goals, preferences, and values. Jamie's approach focuses on providing peace of mind as clients pursue their financial objectives. Jamie has been with Fidelity Investments since 2024, progressing through roles from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2026. This experience has given Jamie a comprehensive understanding of client relationship management and financial planning. Outside of their professional role, Jamie enjoys cooking and baking, fitness, outdoor adventures, soccer, and traveling.

John Swartz is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Raymond James, he worked at Brewster Ambulance Service, Boston University, Horizon Beverage Company, and Southern Glazers Wine & Spirits. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

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.

Khristyna Wunderly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Uptempo (BrandMaker Inc), Amadeus, MMIS Inc, and Vapotherm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.