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 financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has been with Merrill since 2016. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aundrea Gallagher is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses. She has one year of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Prior to her financial advisory career, she worked in various sectors including manufacturing and higher education. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports accounts with custodial and trade execution services through Pershing and BNY Mellon Advisors.

Harold Jarvis III is a financial advisor with Mass Mutual Investors Services in Concord, NH, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with MML Investors Services, Inc. since 2004 and also affiliated with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he is an agent with Shaughnessy Benefits Group, focusing on non-MassMutual insurance including health, group disability, group life, dental, and property/casualty coverage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using proprietary software and offers various programs, including asset management and educational seminars.

Ileana Ille is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Huntington National Bank, Metro Property Management, Premier Commercial Real Estate, and The Hook Team of Snider Realty Group. Outside of her advisory work, Ileana is the lead singer of a music band called The Company Stores. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate advanced modeling techniques.

David Drouin is a financial advisor at Charles Schwab with seven years of industry experience and holds a Series 66 designation. His career includes roles at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of finance, he coaches youth baseball at Concord Sports Center, providing team coaching and private lessons. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

Michael Tenore is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior work history includes roles at Baystate Financial, Modern Auto Sales, DMB Financial, Telefluent, and LGCY Power. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

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.

Jack Yvars is a financial advisor with LPL Financial in Concord, NH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at OSAIC and SII. Outside of advisory work, he serves as a trustee of his parents’ trust and is the named guardian for his brother. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charities through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, supported by in-house and third-party research, with services ranging from discretionary portfolio management to retirement plan consulting.

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.

Alexander Letvinchuk is a financial advisor at RBC Capital Markets with Series 66 registration and five years of industry experience. His prior work includes roles at City National Bank, Uber Technologies, Yelp Inc, and The North Face. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Chad Bell is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Infinex Investments, Inc. for 15 years and Northfield Savings Bank for 22 years. Outside of his advisory role, he is a part owner of Green Mountain Ice, a retail ice business, and serves on the board of Seizan Capital Foundation, which focuses on financial literacy for young adults and school-aged individuals. LPL Financial is an SEC-registered investment adviser and broker-dealer that supports a wide range of clients, including individuals, retirement plans, and institutions, through comprehensive financial planning and advisory programs. The firm offers both discretionary and non-discretionary management options, alongside research and model portfolios from LPL Research and third-party providers.

Nataly Miguel is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and has previously worked at Liberty Mutual, HCS, and SOVOS Compliance. Outside of finance, she has been involved with Atmosphere Salon since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Tonya Lessard is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent 19 years at UBS Painewebber Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Elizabeth Bowen is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials. She has 40 years of industry experience and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Bowen also serves as a trustee and co-trustee for investment-related trusts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Adam Stone is a financial advisor at Ameriprise in Manchester, NH, holding a Series 66 designation with five years of industry experience. Prior to joining Ameriprise in 2020, he held various positions including roles at Loon Mountain NH and Plymouth State University. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team in partnership with its advisors.

Melissa Harrington is a Series 63-licensed financial advisor with Morgan Stanley in Manchester, NH, holding 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by a structured planning process and various analytical tools.

Craig Moquin is a ChFC® professional with 36 years of experience in the financial services industry. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Company, where he has been since 2019. His prior experience includes 30 years at Northwestern Mutual Investment Management and 35 years with Northwestern Mutual Life Insurance Company. He also maintains an outside insurance sales position focusing on life, disability, fixed annuities, health, and group benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering collaborative, goal-oriented financial planning supported by firm-approved analytical tools.

Mark Gagnon is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having also served as President of Granite State Retirement Planning, Inc. from 2005 to 2018, Senior Financial Consultant at Fidelity Investments from 2000 to 2005, and Associate Financial Planner at MetLife Financial Services from 1993 to 2000. His career includes a 12-year tenure in the Army, where he developed skills in continuous training, attention to detail, and discipline. As a Certified Financial Planner, Mark focuses on delivering a process-oriented experience aimed at helping clients strengthen and secure their financial well-being. He emphasizes understanding clients' visions, priorities, and goals to provide tailored strategies for achieving them. He holds a California Insurance License. Outside of his professional work, Mark enjoys activities such as beach outings, fitness, football, golf, outdoor adventures, and traveling.

Francis Corsaro is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Manchester, New Hampshire. Since joining Merrill Lynch in 2016, he has provided financial advisory services to high net worth individuals, families, and small business owners, focusing on delivering personalized wealth management strategies. His approach involves building trusted, enduring relationships by understanding each client's financial situation, goals, and life priorities, and crafting tailored strategies that address retirement income, risk management, tax minimization, and trust and estate planning. Frank holds a Bachelor of Science degree in Business Administration from Merrimack College in North Andover, Massachusetts. He maintains professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA) and is a member of the CFA Society Boston. He holds Series 7, 63, and 65 FINRA registrations. Frank works out of the Manchester office, advising clients on wealth accumulation, preservation, income distribution, and wealth transfer through a comprehensive planning process. He lives in Methuen, Massachusetts with his wife and two sons. Outside of his professional work, Frank’s personal interests include biking, running, and swimming.