Tara McDermott is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 registrations. She has 28 years of industry experience and has been affiliated with firms including Ryan Wealth Advisors and Bartholomew & Company Wealth Management. McDermott is also a managing member of Ryan-McDermott Wealth Management LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

John Ham is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at Boston Hill Advisors, NEIRG Wealth Management, New England Investment Retirement Group, Arrowstreet Capital, and Bain Capital. He is also a general partner of the private funds managed by NEIRG through his involvement with TopRidge Capital Partners LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Brad Kelley is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and TD Bank N.A. Outside of advising, he owns a website selling sports cards and works as a part-time food delivery driver. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers through its TD Managed Portfolios and related products.

John Diamond is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Commonwealth Financial Network since 2016 and previously worked at NYLife Securities, Inc. and New York Life for over a decade. Outside of advisory services, he conducts fixed insurance sales under the name Prudence Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including model portfolios and personalized indexing.

Sahar Snyder is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, she served as a Premier Advisor at Citizens Bank from 2019 to 2021 and held the position of Licensed Banker at Citizens Bank from 2017 to 2019. In her role, Sahar partners with clients and their families to develop comprehensive financial plans that align with both short-term and long-term goals. She focuses on providing financial education and guidance to help clients feel confident in their financial futures. Outside of her professional work, Sahar engages in personal interests such as cooking and baking, participating in family activities, fitness, outdoor adventures, scuba diving, and traveling.

Lindsey Belo is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Lindsey worked at Align Credit Union and Granite State Credit Union. 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 programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Dennis Demuth is a CFP®-certified financial advisor at OSAIC with 29 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing in its portfolio management.

Sarah Akel is a Planning Consultant at Fidelity Investments, where she has been working since 2025. She has held several roles within Fidelity Investments, including Relationship Manager (2024-2025), Investment Solutions Representative (2023-2024), High Net Worth Service Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Sarah is passionate about partnering with individuals, families, and business owners to develop and maintain financial plans that adapt to changing goals and circumstances. She aims to provide clients with confidence and peace of mind regarding their short- and long-term financial objectives. Sarah holds an Arkansas Insurance License. Outside of work, she enjoys cooking and baking, participating in family activities, fitness, snowboarding, traveling, and yoga.

Susan Stitham is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Inc. since 1997. Outside of her advisory role, she teaches yoga, spin, and strength classes on an occasional basis at Hampshire Hills Athletic Club in New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including model portfolios for intermediary platforms and serves as an adviser to registered investment companies and fund-of-funds.

Katie Geery is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Rise Private Wealth Management. She has previously worked at Ameriprise Financial Services and held various roles including at Datrose and Sorenson Communications. Geery co-owns Rise Tax Strategies, LLC, a tax preparation business, and serves as Co-Chair on the Board of Directors for Stay, Work, Play, a community organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies, utilizing a centralized support team and proprietary tools to generate retirement recommendations.

Richard Dworsky is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been affiliated with Ameriprise and its predecessors since 2005. Outside of his advisory role, he has participated as an election judge for the City of Saint Louis Park and provided traffic assistance at the Minnesota State Fair. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. Their approach combines research, modeling, and tax-efficient strategies to deliver tailored recommendation reports in partnership with financial advisors.

Jeremy Walton is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Coastal Wealth Management and has professional experience outside finance, including six years at Portsmouth Ford Used Car Center and roles at City Wide of Boston and Hertz Local Edition. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing various portfolio construction tools and multiple advisory platforms.

Kyle Friedrich is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Chanel, Restoration Hardware, and Gucci. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Mark Tuson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Waddell & Reed, Inc. and various insurance carriers for over two decades before joining LPL Financial in 2021. In addition to his advisory work, he has been involved with a tax and investment-related business entity, T ASG, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Noah Roffman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as experience as a self-employed trader and involvement with the Massachusetts Technology Leadership Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Ryan Callahan is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in Nashua, NH. His prior experience includes roles at LPL Financial, Northeast Planning Associates, Lincoln Financial Distributors, and Fidelity Investments. Outside of his advisory work, he serves on the Board of Directors for The Geoff Higginbotham Memorial Foundation and hosts a podcast focused on Bryant University football, his alma mater. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored income strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Brian Sullivan is a CFP® professional with nine years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at LPL Financial. Sullivan is the owner and president of Primary Financial Advisors LLC, a support company based in Amesbury, MA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Robert Kochakian is a Wealth Management Advisor at Merrill Lynch Wealth Management, co-leading Degraeve, Kochakian & Associates, a full-service wealth advisory practice with offices in Andover, Beverly, and Boston, Massachusetts. He joined Merrill Lynch in 2016 after ten years with U.S. Trust Family Office and prior experience at Fidelity Investments. Robert works with individuals, families, and business owners, including successful professionals and corporate executives, to build, preserve, and administer their wealth through personalized and actionable wealth management and investment strategies. Robert’s expertise encompasses corporate executive services, retirement and education planning, executive and equity compensation, liquidity management, tax minimization, and individualized investment strategies. He utilizes a goals-based wealth management process to help clients identify life goals, simplify financial complexities, and make impactful financial decisions. Robert collaborates with specialists to address various aspects of his clients' financial lives, including long-term care, insurance needs, and access to banking and lending solutions through Bank of America. He holds a Bachelor of Science degree in Computer Science from the University of Lowell and an MBA from Babson College. Robert is a CERTIFIED FINANCIAL PLANNER™ certificant, a Certified Private Wealth Advisor®, and a Personal Investment Advisor. He is fluent in English and Armenian. Outside of work, Robert enjoys spending time with his family and engaging in activities such as golfing, ice hockey, music, swimming, and traveling.

Brian Becker is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and has over 30 years of experience as a financial advisor. Brian specializes in areas including Retirement Income Planning, College Funding Analysis, Asset and Investment Allocation Analysis, Risk Management and Insurance Analysis, Cash and Liquidity Management, and Credit Management. Brian graduated cum laude from the University of Massachusetts Lowell with a business degree and has attended advanced finance and management courses at the Wharton School of Business and Purdue University. He develops customized wealth management plans aimed at helping clients pursue their long-term financial goals, maintaining an ongoing review process to oversee the progress of these plans annually. Outside of his professional role, Brian resides in New Hampshire with his wife Jennifer and their two sons. His personal interests include boating, fishing particularly fly fishing, reading, and spending time with his family.