John Pontbriand is a financial advisor with LPL Financial in Hampton, NH, holding the CFA® designation along with Series 63 and 65 licenses. He has 29 years of industry experience, including a 20-year tenure with Salem Five Cent Savings Bank and LPL Financial. Outside of finance, he provides instruction in self-defense, emergency preparedness, and home security, and assists with a family beekeeping business that sells honey locally. He also works part-time as a whitewater rafting guide. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research, and various investment strategies.

John St Pierre is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mathew Ward is a financial advisor at Edward Jones in Exeter, NH, holding a Series 66 credential with six years of industry experience. He worked at Hodgdon, Wilson & Griffin CPAs for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Steven Houle is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through various roles including Financial Services Representative, High Net Worth Services Representative, Financial Representative, Investment Consultant, and currently serving as Vice President, Financial Consultant since 2015. With 15 years of experience, Steven partners with local high-net-worth clients, families, and business owners to develop personalized financial plans. His focus is on helping clients protect, grow, and efficiently transition wealth, aiming to provide confidence and peace of mind at every stage of their financial journey.

John Troiano is a financial advisor with Stifel in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with a Non Family Trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Raymond Oliver Alvarez is a Series 66-licensed financial advisor with Equitable Advisors, bringing two years of industry experience. In addition to his advisory role, he is the owner of Mainely Kitchens and Baths Inc. and Summerhands Construction, two non-investment-related businesses. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, and institutions, offering financial planning, brokerage services, and access to third-party asset managers through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Richard Neville is a financial advisor with OSAIC based in Hampton, NH, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked at LPL Financial since 2000 and has been with Neville & Associates Financial Services since 2018. He is also a notary public. OSAIC Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes with both discretionary and non-discretionary options.

Laura Rutkiewicz is a financial advisor at LPL Financial with 15 years at the firm and seven years of industry experience. She holds the Series 66 designation. Rutkiewicz serves as a trustee on the board of The Fred Harris Daniels Foundation, a nonprofit organization based in Worcester, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Dylan Randazzo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Nathan Fox Financial Advisor, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Charles Beynon is a CFP® and ChFC® with 23 years of experience in the financial industry. He has been with Ameriprise since 2005, currently based in Rye, NH. Outside of his advisory role, he co-owns a fitness club and is involved in several real estate and tax preparation businesses. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored, research-based recommendation reports. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Thomas Burbank is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at LPL Financial since 2022 and was previously affiliated with CUNA Brokerage Services, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Caitlyn Lessard is a financial advisor with LPL Financial and holds a Series 66 designation. She has two years of industry experience, having previously worked at Prime Buchholz LLC and GMO LLC. She is also a licensed notary in the State of New Hampshire. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Junkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years with MetLife Securities Inc. Outside of his advisory role, he is an owner and landlord of a rental condo in Portsmouth, NH. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships using firm-approved software and provides specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Dominique Donovan is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing and its affiliated entities since 2011. Outside of her advisory role, she serves as co-trustee of a family revocable trust, assisting with day-to-day financial matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chris McCarthy is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through positions including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. Chris works with individuals and families in the seacoast community to create personalized financial plans tailored to their goals and situations. His approach focuses on assisting clients in working towards their definition of financial success.

Timothy Malinowski is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently affiliated with Edward Jones in Portsmouth, NH. His prior work experience includes roles at Morgan Stanley & Co., Incorporated and Wills Towers Watson. He also has experience outside finance, having been involved with the Ice House Restaurant in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Matthew Grant is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients simplify complex financial decisions, create organized plans, and maintain focus on their key priorities. His approach combines comprehensive financial planning with a commitment to building long-term, trusted relationships. Matthew brings expertise in areas including college education planning, executive and equity compensation services, legacy planning, retirement income, portfolio management, and tax minimization. He holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations. Matthew earned a Bachelor's Degree from the University of New Hampshire. Outside of work, Matthew enjoys golfing, snow and water skiing, tennis, and spending time with friends and family. He lives with his wife, Lexy, and their rescue dog, Maui.

Paul O'Brien is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he acts as trustee and personal representative for family trusts and estates. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Brian Desoye is a financial advisor with MassMutual Investors Services, holding Series 63, 65, and 66 credentials and 21 years of industry experience. He previously worked at MetLife Securities Inc. from 2008 to 2017 and has been with MassMutual and its affiliated firms since 2016. Outside of advisory work, he owns Birchwood Financial Group, Inc. and is licensed to sell life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved analytical tools, with a focus on collaborative, annual planning engagements.

Heidi Springmann is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2015. Outside of her advisory role, she creates commissioned artwork, producing and delivering pieces directly to clients. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.