Carol Bradbury is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing 23 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, where she has been active since the early 2000s. Bradbury also engages in the sale of non-investment related products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through established partners.

Edmund Haughey is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Securities America. In addition to his advisory role, he is involved in corporate insurance sales as a producer for Risk Strategies. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach that includes portfolio optimization, discretionary strategies, and third-party manager options, supported by a complex affiliate network and private equity ownership.

Tristaan Petullo is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors since 2014, previously working with Cambridge Investment Research, Inc. Petullo also works as an insurance agent and a notary. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Mark Marroni is a ChFC®-designated financial advisor with 28 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously spent 20 years with Signator Investors, Inc. Marroni is also president of Boston Partners Financial Group, LLC, and serves as a director on the board of Friends of Parker River National Wildlife Refuge, Inc., supporting community activities such as beach clean-ups and nature walks. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through various managed account programs and third-party manager options.

Tyler Lavoie is a financial advisor with Raymond James Financial in Salem, NH, holding the ChFC® and Series 66 designations and having eight years of industry experience. He previously worked for Edward Jones for six years and has owned a children's book writing and illustrating business. Lavoie also serves as CEO of Lavoie Financial LLC. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation.

Andrew Chace is a CFP® with 18 years of experience in the financial services industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the chairman of the board of directors for the Child Advocacy Center of Rockingham County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Erick De Castro is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he serves as a notary public. 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 other institutions through a large network of investment adviser representatives.

Michael Murphy is a financial advisor with LPL Financial in Newburyport, MA, holding a Series 66 designation and 25 years of industry experience. He has held roles at Murphy, Powers & Wilson, CPA's and Northeast Planning Associates, Inc., while also being involved with BCOB CPAs since 1999. Outside of his advisory work, Murphy serves as treasurer for fundraising efforts at Dover High School and is vice president of the New Hampshire Football Officials Association, where he also referees high school football games. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

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.

Kerri Dixon is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Essex Securities and Retirement Fiduciary Group, LLC. Dixon serves on the board of directors for Incompass Human Services, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Sean Cunniff is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Streamline Partners and Deloitte. 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 range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Paul Games is a CFP® and ChFC® with 42 years of industry experience. He is currently with Osaic and previously worked for Securities America Advisors, Inc. and Signator Investors, Inc. Outside of his advisory work, Paul serves as Treasurer for The Brain Aneurysm Foundation and owns a tax preparation franchise in Newburyport, MA. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process that supports discretionary and advisor-managed strategies across multiple platforms.

Bradford Leblanc is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 38 years of industry experience. His career includes positions at Securities America Advisors, Investacorp Advisory Services, Cetera Advisors, and Commonwealth Financial Network. He also operates BHL Financial Services, where he provides financial consulting and insurance services. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and flexible strategy implementation through multiple advisor-managed and third-party programs.

Nathan Auclair is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2018 following a 24-year tenure at Signator Investors, Inc. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers access to third-party managers and proprietary investment models.

Paul Landry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes positions at Rockland Trust Company and Mlm Financial Group, as well as Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

Eugene Cindrich is a financial advisor with Cambridge Investment Research Advisors in Haverhill, MA, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes roles at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Granite State Wealth Management, and Commonwealth Financial Network. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating multiple platforms and providing access to proprietary and third-party model strategies.

Guy Angiuoni Jr. is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2003, accumulating 26 years of industry experience. Prior to and alongside his advisory role, he has practiced as an attorney. Outside of his financial career, he coaches high school ice hockey in the Massachusetts area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Jonathan Britton is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, previously spending five years with Jhfn Sii. Outside of his advisory role, Britton is involved as a health insurance broker assisting business owners with group health plans and serves as a partner in Coastal Wealth Management, a financial services practice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and various managed account programs, operating through a complex network of affiliated broker-dealer and RIA entities.

Ricardo Rincon is a Series 66-licensed financial advisor with Equitable Advisors in Windham, NH, where he has worked since 2005. He has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and uses third-party asset managers alongside proprietary solutions.

Karen Goddard is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Signator Investors, Inc. Outside of financial advising, she is a half owner and tax preparer for a Liberty Tax franchise and also plays the fife in a fife and drum corps. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various management strategies and alternative investment opportunities.