Nancy Burt is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 19 years of industry experience. She has worked with Ameriprise Financial Services since 2007 and is currently associated with Rise Private Wealth Management. Burt is also co-owner of Rise Tax Strategies, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice focused on dependable income sources.

Casey Creamer is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Edward Jones since 2021. Prior to Edward Jones, he worked at Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he is an owner and member of Creamer Solutions LLC, a leasing company for long-haul trucks in Bedford, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Joseph Dinaso is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Wells Fargo Funds Distributor, LLC, Dunham & Associates Investment Counsel, Inc., and Prudential Insurance Company of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

Jennifer Seaton is a financial advisor with Equitable Advisors in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Morgan Stanley, Charles Schwab, and Axa Advisors. She serves as a committee member of Women in Sales, a New Hampshire organization focused on connecting and inspiring women in sales through presentations, sponsorship sourcing, and networking. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering advisory and brokerage channels through partnerships with LPL and various third-party asset managers.

Guy Angiuoni Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is actively involved as a high school ice hockey coach. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Adam Gourley is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Clark is a financial advisor with Ameriprise in Bedford, NH, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Nicole Mc Clure is a financial advisor with UBS Financial Services, holding Series 63, Series 65, and Series 66 credentials and possessing 25 years of industry experience. Prior to joining UBS in 2021, her work history includes roles at Army NAF and KMCC Exchange. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial products and solutions.

Kenneth Anding is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at both LPL Financial and Flagship Harbor Advisors, LLC. He serves as a board member of the Merrimack Valley Estate Planning Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Kathryn Letvinchuk is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016, working from Manchester, NH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to support a broad range of client needs.

Alfred Santosuosso is a CFP® professional with 15 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company in Bedford, NH. He is the founder and CEO of The Santosuosso Group, a coaching and strategic planning firm focused on helping business owners and high achievers with goal setting, organizational structure, and leadership development. He also engages in outside insurance sales, specializing in individual and group life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client relationships around ongoing planning engagements using firm-approved analytical tools.

Eric Gould is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo firms since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Boisvert is a financial advisor at Charles Schwab with a Series 66 designation and five years of industry experience. She has worked at Charles Schwab and Co., Inc. and Charles Schwab Bank since 2022, and previously held positions at TD Ameritrade, TD Ameritrade Investment Management, Citizens Bank, and Hannaford. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios with strategic asset allocation and periodic reviews.

Chelsea Mayfield is a Series 66-licensed financial advisor at Merrill with 8 years of industry experience. She has worked at Merrill since 2016 and previously held a position at Jimmy's Grille from 2014 to 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional clients. The firm is integrated within Bank of America’s broader platform, providing access to a wide array of financial products and services.

Kristen Coyne is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her role, she focuses on helping executives develop personalized financial strategies by utilizing the full range of tools and resources available at Fidelity. Kristen is committed to building trustworthy and loyal relationships with her clients. She has been with Fidelity Investments since 2011, progressing through roles including Relationship Manager and Central Relationship Manager before assuming her current position in 2019. Prior to joining Fidelity, Kristen worked as a Financial Consultant at MetLife from 2008 to 2010. Details regarding her education, credentials, personal interests, or community involvement have not been provided.

Ileana Ille is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2019. Outside of her advisory role, she is the lead singer of a music band called The Company Stores. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process, providing clients with a broad range of investment and financial solutions.

David Drouin is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2021, following three years at TD Ameritrade. Outside of his advisory role, he serves as a private instructor coaching youth baseball both in team settings and through one-on-one lessons. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm provides both non-discretionary investment recommendations and access to discretionary strategies, supported by multi-asset model portfolios and a formal alternative-investment program.

Zachary Macomber is a financial advisor with Ameriprise in Manchester, NH, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Outside of his primary role, he acts as a paraplanner and associate financial advisor for Meconi Financial Management & Advisory through Compass Holding Group, LLC. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Macomber.

Christopher Sordello is a financial advisor with LPL Financial in Hampstead, NH, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including long tenures at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to joining LPL Financial. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisors. The firm offers a wide range of financial planning and advisory programs, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Wesley Simmons is a Financial Advisor at Merrill Lynch Wealth Management based in Manchester, NH. He began his career in the financial industry in 2019 and joined Merrill Lynch Wealth Management in 2022. Prior to this, he spent four years at another financial firm where he created financial plans for high-net-worth clients. Wesley's expertise includes family wealth management strategies, personal retirement planning, and retirement income. Wesley holds an Associate's Degree in Business Administration from New Hampshire Technical Institute and earned his high school diploma from Goffstown High School. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Wesley enjoys numerous outdoor activities such as adventure sports, camping, hiking, and exploring the natural beauty of New England. He also spends time with his family and engages in various sports including baseball, basketball, football, and golfing.