Katherine Griffin is a Series 66-licensed financial advisor with 25 years of industry experience. She is currently with LPL Financial, where she has worked since 2021. Her prior experience includes roles at Waddell & Reed, Andrea Riley Arnesen-Amerprise Financial, Helena Mahoney, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a large network of advisors and a broad platform that includes financial planning, model portfolios, and institutional programs.

Michelle Lane is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at TIAA-CREF from 2016 to 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it is noted for its registration as a commodity pool operator and use of algorithmic and AI-driven research in portfolio management.

Daniel Payson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he has investment-related interests in multi-family real estate ownership. 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 with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Bezreh is a financial advisor with Morgan Stanley in Exeter, NH, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he sells sports card collectibles on eBay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its advisory process.

Andrew Chace is a CFP® with 18 years of experience in the financial services industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the chairman of the board of directors for the Child Advocacy Center of Rockingham County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

James Pothier is a Financial Advisor with Merrill Lynch Wealth Management. He assists individuals, families, and business owners by bringing clarity and structure to their financial lives through a planning-first approach. His work focuses on understanding where clients are today, identifying their future goals, and creating financial plans that support both long-term objectives and current needs. James specializes in coordinating various aspects of personal finance, including college education planning, family wealth management strategies, liquidity management, and retirement income. He combines a forward-thinking approach with the resources and specialists available at Merrill Lynch to help clients simplify complex financial decisions and achieve their financial aspirations. He holds a Bachelor's Degree from Northeastern University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, James enjoys camping, hiking, music, reading, rock climbing, running, skiing, spending time with his family, and traveling.

Daniel Lyons is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo, he worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is a partner in a real estate investment business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Andrew Trowbridge is a financial advisor at Edward Jones in Dover, NH, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Outside of his advisory role, he is a director of Trowbridge Group, LLC, a private estate interests business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Craig Strauss is a financial advisor with LPL Financial in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He began his career with Edward Jones, working there for two years before joining LPL Financial in 2010. Outside of his advisory role, Strauss occasionally performs as a part-time musician on weekends. 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 a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Nancy Wilson is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley's Private Bank and Smith Barney in 2023, she worked at Ausdal Financial Partners, Inc. for 14 years. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Paul Brandon is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 31 years of experience assisting clients in understanding and managing their financial situations. His work includes conducting nationwide seminars on investing fundamentals for company 401(k) plans and providing retirement income analysis to answer client questions such as retirement readiness and sustainable withdrawal amounts. He develops long-term client relationships, addresses risk exposures affecting wealth planning strategies, and collaborates with attorneys to facilitate estate planning and intergenerational wealth transfer. Mr. Brandon holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credentials. He earned a Bachelor's degree from the University of Massachusetts Amherst. He is fluent in English and Spanish. He currently resides in Portsmouth, New Hampshire with his wife of thirty-six years, Maria Jose. Mr. Brandon is also a member of the Burlington Breakfast Rotary. His personal interests include biking, hiking, and traveling. His approach emphasizes understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations.

Sandra Frey is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 19 years of experience in the financial services industry. Her professional focus includes estate and tax planning, wealth transfer, retirement income, and portfolio management services. She assists clients in identifying and prioritizing their financial goals and develops personalized strategies tailored to their unique circumstances and preferences. Sandra holds several industry credentials, including the Chartered Retirement Planning Counselor (CRPC) designation, and is registered with various FINRA series licenses. As a qualified Portfolio Manager, she can build and manage personalized investment strategies incorporating individual securities, Merrill model portfolios, and third-party investments. Sandra emphasizes a comprehensive approach to financial planning by integrating both sides of a client's balance sheet, including access to home financing solutions through Bank of America, N.A., to support overall financial objectives. She serves a diverse client base with interests spanning college education planning, family wealth management, philanthropy, socially responsible investing, special needs planning, and women and wealth. Outside of her professional role, Sandra is actively involved in her community, having served on the boards of several organizations such as Tidewater Rotary Club and Junior Achievement of Talbot County. She has also volunteered with Habitat for Humanity Choptank and Talbot Hospice Foundation. Sandra attended Goucher College but did not receive a diploma. Her personal interests include gardening, hiking, music, reading, swimming, traveling, and yoga.

Susanne Heckaman is a financial advisor at Edward Jones in York, ME, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Edward Jones since 2000. 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 and investment strategies and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jacob Cormier is a financial advisor with Edward Jones in Somersworth, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Portsmouth Naval Shipyard for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

David Ferland is a financial advisor with LPL Financial in York, ME, holding Series 63 and Series 66 credentials and totaling 20 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation, Ameriprise Financial Services, Inc., and Invest Financial Corporation. Outside of his advisory work, he is the owner of Lennox Insurance and Financial, LLC, an insurance agency. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives utilizing model portfolios, third-party subadvisors, and customized strategies.

Timothy Cavanaugh is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolios tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Neil Hubacker is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2024. Prior to joining LPL, he worked in insurance and held roles at Cornerstone/The Church Ambassador Network of NH and SilverCloud, Inc. Outside of his advisory work, he is a business owner of Flexion Hub LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Norine Lima is a CFP® with seven years of industry experience currently serving as a financial advisor at J.P. Morgan Securities in Dover, NH. She previously worked at Citizens Securities, Inc. and CITIZENS Bank. Outside of her advisory role, she sells small custom-designed gifts as a hobby. J.P. Morgan Securities LLC 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.

Dale Wallace is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, and a founding partner of the DWJ Group. He operates primarily out of Portsmouth, New Hampshire, with his main office located in Boca Raton, Florida. With over 25 years of experience in the wealth management industry, Dale focuses on helping clients achieve their financial aspirations through comprehensive investment strategies. His expertise includes non-managed strategies such as syndicate investments, structured investments, and option strategies. Dale also co-manages client portfolios to deliver a well-rounded investment approach tailored to meet the needs of high net worth clients. He holds the Personal Investment Advisor (PIA) designation and completed a non-accredited executive education program on value investing at Columbia University Graduate School of Business. Outside of his professional work, Dale enjoys baseball, basketball, football, ice hockey, skiing, and spending time with his family. He and his wife reside in Boca Raton with their two dogs, Marshmallow and Misty. Dale appreciates strong leadership and attributes part of his team’s approach to the example set by Tom Brady and the New England Patriots.

Henry Purple is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in various other fields, including creative studios and community cemetery services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on financial planning, third-party asset management access, and affiliated insurance and trust services.