Danielle Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She is a co-owner of Linden Financial Group, a support company based in Amesbury, MA. Her prior experience includes roles at Commonwealth Financial Network and Dolan Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs.

Matthew Tullos is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. His prior work includes roles at Lewis Financial and AGES Financial Services, Ltd. Outside of his advisory work, he has been involved with Matthew Tullos Ministries since 2022. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary and third-party investment strategies through multiple platforms.

William Cushing Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Akumina for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Frank Castagno Jr. is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Oppenheimer for 10 years and Wells Fargo Clearing for four years. Outside of advisory work, he is a part-owner of a real estate investment property where he serves as a passive manager. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice. The firm’s approach combines proprietary investment research and third-party data within a defined investment universe tied to its affiliated product network.

Corey Oneil is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as Director of Trust Funding and Administration at Hudkins and ONeil PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and institutional platforms, with advice delivered by a large network of investment adviser representatives.

Rafael Brito is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and has been associated with Primerica Financial Services since 2004. Outside of advising, Brito is involved with Primerica Mortgage, LLC and Primerica Client Services, Inc. through referrals of home-related products and owns Brito Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodial services, focusing primarily on individual investors rather than institutional portfolios.

John Curtin is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing Ameriprise-managed accounts and using algorithmic tools overseen by a dedicated committee.

Robert Cerniglia is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. He serves on the board of the Southern New Hampshire Chamber of Commerce, supporting local business networking and community activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning that covers a range of topics and may be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Ethan Betts is a financial advisor with MassMutual Investors Services in Exeter, NH, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in individual life, fixed annuity, disability income, and long-term care insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including standalone Divorce Planning and estate-settlement services.

Nicolas Curtis is a financial advisor with Ameriprise in Hampton, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc, Commonwealth Financial Network, ALPS Distributors Inc., and Pax World Investments. Outside of advising, he owns and operates a Kona ICE food service business. Ameriprise provides retirement-income planning services primarily for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Daniel Regan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes prior roles at NEXT Financial Group, Inc., Enel North America, Banc Of America Investment Services, Inc., Cetera Investment Services Llc, and Merrill. Outside of his advisory duties, he is involved with Regan & Thornton Investment Services, a business related to his LPL activities. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wayne Slattery Sr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His career includes roles at Metlife Securities Inc. and MassMutual Life Insurance Company, with over three decades at The F.I.R.M. He also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Edward Miller is a CFP® with 42 years of industry experience, currently advising clients at Edward Jones since 2009. He is based in Exeter, NH, and holds Series 63 and Series 65 licenses. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ryan Nelson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at Edward Jones and ProEquities, Inc., spanning over 18 years. He is also president of Ryan Nelson Wealth Management, a support company focused on investing and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses analytical tools and risk profiling to tailor non-discretionary advice and supports a diverse client base through its extensive advisor network.

David Poulin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he serves on several nonprofit boards, including Plymouth State University's Presidents Council and the Boch Center, and holds a treasurer position at the Panther Gridiron Club, a charitable organization supporting the Plymouth State University football program. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

James Rubera is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Melissa Tulley is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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.

Randal Peters is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 66 licenses, with 33 years of industry experience. He has held roles at Avantax Insurance Agency and Avantax Investment Services, and operates an accounting and tax preparation firm, R. C. Peters, CPA Tax & Financial Services, Inc., where he serves as president of an inactive corporation managing legacy client arrangements. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Medina Avdic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Avdic worked at Fidelity Investments and previously managed roles in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Judy Carryl Young is a financial advisor at Ameriprise with 26 years of industry experience. She has been with Ameriprise and its predecessor entity since 2005 and holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.