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.

Aaron Milne is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial, Lincoln Investment, and Gateway Retirement Solutions. Milne is also involved with MAERCO Financial, Inc., where he holds an ownership interest. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers portfolio management through various platforms and strategies, including proprietary and third-party models, with both discretionary and non-discretionary options tailored to client objectives.

Randall Briolat Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Portsmouth Naval Shipyard. Outside of his advisory role, he owns a short-term rental property in Bethel, Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Robert Boshar is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for 17 years. Outside of his advisory role, he is also an agent selling group life and health insurance, long-term care, disability income protection, and various types of life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Zachary Wasson is a financial advisor with LPL Financial in Dover, NH, holding a Series 66 designation and one year of industry experience. He previously worked at Capgemini and Axcelis Technologies and provides investment advisory services through his independent firm, AZTEC Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, including access to model portfolios, retirement plan consulting, and various investment strategies.

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 with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 registrations and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 15 years before joining Raymond James. 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 and consulting with a range of portfolio management styles, supported by extensive research and a variety of affiliated investment strategies.

Mark Witt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2022, following prior roles at Citizens Securities, Inc. and Santander Securities, LLC. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Joel Kapelson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, Pruco Securities LLC, Axa Advisors, LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he is involved in independent insurance sales with providers such as Anthem, Harvard, Pilgrim, Tufts, and Humana. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model to tailor services to client goals and risk tolerance.

Philip Richardson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2000. In addition to his advisory role, he operates an independent accounting practice as a CPA outside of investment hours. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.