Ryan Nelson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at Edward Jones and ProEquities, Inc., spanning over 18 years. He is also president of Ryan Nelson Wealth Management, a support company focused on investing and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses analytical tools and risk profiling to tailor non-discretionary advice and supports a diverse client base through its extensive advisor network.

Donna Gagliardi is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

David Poulin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he serves on several nonprofit boards, including Plymouth State University's Presidents Council and the Boch Center, and holds a treasurer position at the Panther Gridiron Club, a charitable organization supporting the Plymouth State University football program. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

James Rubera is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Medina Avdic is a financial advisor with J.P. Morgan Securities in Newburyport, MA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Medina worked at Fidelity Investments and has experience in the hospitality industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Rosemarie Kountz is a financial advisor at Edward Jones in Rye, NH, holding Series 63 and Series 66 credentials with 23 years of industry experience. She has been with Edward Jones since 2001. 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 under management, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Lawrence Faretta is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at StoneX Securities Inc, Trust Advisory Group Ltd, and AGES Financial Services, Ltd. Faretta is also involved with Summer Street Financial, a non-variable insurance business. 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 financial planning and investment management services, including model portfolios and institutional platforms, supported by extensive advisory resources and technology tools.

Sean Reid is a financial advisor with Charles Schwab holding Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Schwab in 2024, he worked at TD Ameritrade from 2021 to 2024. Outside of his advisory role, he manages personal brokerage account trading through his ownership of Reid Limited LLC. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by dedicated research and alternative investment offerings.

Erin Blanchard is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Diosa is a Financial Consultant at Fidelity, a position he has held since 2025. He collaborates with families to develop, implement, and maintain financial strategies tailored to their individual goals, emphasizing trust and personalized investment approaches. Jason has extensive experience at Fidelity Investments, having served in various roles since 2008. His previous positions include Investment Consultant (2024-2025), Benefits and Planning Consultant for Executive Services (2020-2024), Senior Relationship Manager (2017-2020), Relationship Manager (2011-2017), and Financial Representative (2008-2011). Outside of his professional work, Jason's personal interests include beach activities, family time, food, reading, running, and traveling.

Elizabeth Burke is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Linsco/Private Ledger from 1994 to 2017. Burke holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Byron Spinney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Casella, Wheelabrator, and multiple insurance firms, alongside over 20 years with Primerica Financial Services. Outside of advisory roles, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services via a large network of advisors using model-delivery strategies from unaffiliated managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Gary Seckendorf is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Quick & Reilly, Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice primarily delivered through its network of investment adviser representatives.

Evan Miller is a financial advisor with Cambridge Investment Research Advisors based in Exeter, NH. He holds Series 63 and Series 65 credentials and has eight years of industry experience, including prior roles at Cantella & Co., Inc., Northwestern Mutual Investment Services LLC, and Signator Investors, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions that can be tailored to client objectives, utilizing both proprietary and third-party strategies.