Gregory Stohrer is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports families and individuals in making informed financial decisions that align with their personal goals to promote lasting financial well-being. Gregory's experience at Fidelity Investments includes roles as a Relationship Manager in 2025, Financial Representative from 2024 to 2025, Business Development Consultant in 2024, and Investment Sales Associate from 2022 to 2024. Through these positions, he has developed expertise in investment consulting and client relationship management. Outside of his professional work, Gregory enjoys activities such as fishing, fitness, golf, outdoor adventures, snowboarding, and spending time with his pets.

Shirley Reed is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has over 25 years of experience in the financial services industry, having held various positions within Fidelity Investments since 2001, including Senior Account Executive, Account Executive, Financial Planning Consultant, Investment Representative, and Financial Representative. Throughout her career, Shirley has worked closely with clients to design and implement financial plans, emphasizing strategic planning, disciplined strategies, and customized approaches. She holds the Certified Financial Planner (CFP©) designation and leverages a team of financial professionals to support client goals. Outside of her professional work, Shirley enjoys biking, gardening, caring for pets, photography, tennis, and volunteering.

Noah Paige is a financial advisor with Cambridge Investment Research Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisors and Flight Financial Group. He also volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies through a large network of financial professionals.

Gail Frongillo is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley since 2014, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves a wide range of individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Stephen Daley is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Daley serves on the Board of Directors for the Bowling Green State University College of Business Leadership Council and as a Commissioner on the Columbus Metropolitan Housing Authority Board of Commissioners. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Linda Odegaard is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Bay Financial Advisors Inc. 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 a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

William Holland is a Financial Advisor currently affiliated with Merrill Lynch Wealth Management. He has been serving as a financial advisor since April 2019, with experience at Merrill Lynch Wealth Management, Edward Jones, and TD Wealth. His focus areas include assisting individuals transitioning from careers to retirement, small business owners with retirement plans and exit strategies, and retirees managing their assets for longevity and income coordination. Holland integrates long-term planning, tax efficiencies, and personalized goal achievement into his client work. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Holland holds a Master's Degree from the University of St Andrews. Outside of his professional life, he enjoys hiking, music, pickleball, and skiing.

Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with eight years of industry experience. She has worked at Edward Jones since 2016. 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.

Andrew Black is a CFP® certificant with 27 years of industry experience. He is currently with Charles Schwab and Co., Inc. and Charles Schwab Bank SSB, having joined in 2022. Prior to that, he worked at TD Ameritrade and Scottrade. Outside of his financial advisory role, he is involved with North Shore Partners doing business as Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Joan Vickery is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Outside of Morgan Stanley, she is a partner in Towle Family Partners Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Shane Merritt is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 15 years and has been associated with Unum Insurance Company and Gloucester Marine Railways. Merritt also serves as a trustee for a trust-related entity in Rockport, Massachusetts. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients using a broad planning menu that includes cash-flow, retirement, education, and specialized planning areas. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementing those strategies through the firm’s brokerage or advisory programs.

Allana Hinkley is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Her prior roles include positions at Southern New Hampshire University and Red Robin Gourmet Burgers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and oversight of affiliated sub-advisers.

Christopher Keefe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Kennebunkport Wealth Advisors, Raymond James Financial Services, Raymond James & Associates, and Edward Jones. 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, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Joshua Bartlett is a financial advisor with Cambridge Investment Research Advisors in York, ME, holding a Series 66 designation and eight years of industry experience. He previously worked at Granite Bay Wealth Management for six years and has been involved with Accolade Financial College Consulting since 2014, where he provides certified college planning services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports a range of management approaches and provides proprietary model strategies under the Founders Gate Capital brand.

Karrie Shaw is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering, working with several life insurance and annuity providers. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Dan Hughes is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to assist with long-term planning, reviews investment strategies, and helps clients stay on track to work toward their financial goals. He emphasizes understanding each client's unique situation to demonstrate the value of Fidelity and the power of a financial plan. Dan has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Investment Consultant, and Workplace Planning and Advice Consultant. His experience spans client advisory and investment consulting, supporting clients in workplace planning and personalized financial strategies. Outside of work, Dan enjoys baseball, beach activities, hiking, and spending time with his pets. He is also involved in volunteering.

Andrea Williamson is a financial advisor with Edward Jones in Kennebunk, ME, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Daniel Smith is a financial advisor with UBS Financial Services in York, Maine, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he acts as a trustee for an irrevocable insurance trust, authorizing annual life insurance payments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm’s advisors use proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Katie Mc Donald is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2019. Prior to her advisory career, she held various positions in retail and hospitality. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

Charles Riopel is a financial advisor with Charles Schwab in Portsmouth, NH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Riopel serves as a member of the board of trustees for the Webster at Rye/Rannie Webster Foundation, which oversees the Webster at Rye retirement facility. Charles Schwab & Co., Inc. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a large client base with integrated advisory, brokerage, custody, and cash-sweep services.