Patrick Donovan is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, Donovan has experience with Big Pig Barbecue and Catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and long-term asset allocation strategies.

Michelle Lauder is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. She has held positions at Steward Partners Investment Solutions and Raymond James Financial Services, among others. Lauder serves as a board member and commissioner for the Manchester Transit Authority, overseeing financial reviews for the public transit system. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by in-house research and third-party subadvisors.

Jacob Berrigan is a CFP® professional with eight years of industry experience currently affiliated with Ameriprise. His prior roles include positions at Eaton Vance Management and Rise Private Wealth Management. He serves on the boards of the New Hampshire Juvenile Court Diversion Network, The Pinnacle Foundation, and Lantern Light Camps. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Nathaniel Shaw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2011. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. Outside of his advisory role, Shaw is involved in a bookkeeping services business and has interests in property management and fixed annuity transactions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services supported by financial planning tools and risk-based reviews, and it maintains a distinctive focus on municipal and public finance clients alongside institutional fiduciary solutions.

Christopher Larro is a financial advisor with Edward Jones in Manchester, NH. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to this, he worked at United Natural Foods, Inc., Airmar Technology Corporation, and C&S Wholesale Grocers. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cullen Barnes is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and has prior work history with MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his financial advisory role, he is the owner and operator of Wheely Clean Mobile Detailing, a mobile car detailing business he has run since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop tailored financial recommendations.

Eva Normandin is a financial advisor at Ameriprise in Concord, NH, holding a Series 66 designation with three years of industry experience. She has worked at Ameriprise since 2021 and previously held roles at Flatiron Financial Group, Anthropologie, and the University of New Hampshire. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.

Andrew Stoller is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Shred-It for one year. 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, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jeremy Benoit is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at firms including Lincoln Financial Securities and New England Employee Benefits Company, and has led Benoit Financial Planners since 2019. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement-plan advisory services through a network of independent professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary management options.

Linda Sirois is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Mckenna is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining RBC in 2026, he worked at Infinex Investments, Inc. and Federal Savings Bank. He also serves as Senior Vice President at First Seacoast Bank, focusing on retail and commercial banking. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers.

Biren Patel is a CFP® with seven years of experience in the financial services industry. He is currently with LPL Financial and St. Mary’s Bank in Manchester, NH, and has previously worked at firms including Fidelity Investments and TD Bank. Outside of his advisory role, Patel also works for DoorDash and is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and various investment strategies.

Rob Rigsby is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 15 years of industry experience. Prior to joining LPL Financial in 2021, he was affiliated with WTPK, LLC, Waddell & Reed, Inc., and various insurance carriers through W&R Insurance Agencies. He also manages WTPK, LLC and works as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mathew Fabiani is a CFP® professional with 17 years of experience in financial advisory roles, currently with Wells Fargo Clearing. His prior experience includes positions at Ameriprise Financial Services LLC and Morgan Stanley in various capacities over more than a decade. He serves as Chair of the Andover Contributory Retirement Board in North Andover, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Erin Ball is a financial advisor at UBS Financial Services in Concord, NH, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019, following roles at Fidelity Brokerage Services LLC and TD Bank. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Wayne McCormick is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Steward Partners and Raymond James Financial Services. McCormick serves as secretary on the board of Families in Transition, a nonprofit organization in Manchester, NH. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by internal and third-party research.

Brian Luce is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and various investment programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.

Jack Cowette is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His background includes multiple roles at St. Mary’s Bank and the University of New Hampshire, as well as experience in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Seth Mcnally is a financial advisor at Morgan Stanley in Manchester, NH, with 19 years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial, LLC from 2015 to 2019. Outside of his advisory role, Mcnally serves on several public advisory committees and nonprofit boards, including the Hampton Harbor Bridge Public Advisory Committee and the New Hampshire Seacoast Greenway Alliance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and firm-approved methodologies.

Eric Bahr is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge in 2017, he worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns Caddis in the Rough, a business related to sport, fitness, and gaming. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.