Yocasta Carozza is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2007. Carozza is also the vice president and co-owner of Carozza Eye Care, a family business where she has no operational responsibilities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services delivered through a nationwide network of over 10,000 advisors.

Dylan Lafond is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has developed his expertise through various roles at Fidelity, including Investor Center Planning Consultant, Investor Center Relationship Manager, Workplace Planning Consultant II, and Workplace Planning Consultant I, spanning from 2020 to the present. Dylan works with individuals, families, and business owners to create holistic financial plans tailored to their needs. His approach involves a personalized planning process centered on clients and their loved ones, aiming to provide confidence and peace of mind. Dylan supports clients through changes in their goals or circumstances, fostering long-lasting relationships. He holds a California Insurance License, which complements his financial advisory services. Outside of his professional life, Dylan enjoys camping, fishing, movies, running, and traveling.

Jordan Leibovici is a financial advisor with Fidelity Investments in Nashua, NH. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Hatherly Country Club, Qualitas Dental Partners, and Cohasset Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by regulatory registrations and formal advisory roles to multiple registered investment companies.

Courtney Shane is a financial advisor with Morgan Stanley in Windham, NH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by advanced analytical tools and models.

Michaela Scott is a financial advisor at Osaic with 17 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining Osaic in 2018, she worked at Jhfn Sii for nine years. Scott is also the founder of The Strategic Retirement Benefits Group, LLC, and serves as co-chair of the Saint Anselm College Economics and Business Advisor Council as well as president of the American College of Financial Services Alumni Council. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Michael Welch is a financial advisor with Primerica Advisors in Londonderry, NH. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at PFS Investments Inc., Enterprise Bank, and Granite State Credit Union. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services.

Robert LaRocque is the Director and Executive Services Officer at Fidelity Investments, where he supports senior executives with all matters related to company equity compensation plans. In this role, he focuses on providing a customized experience that emphasizes benefit optimization and comprehensive planning by leveraging Fidelity's resources. He has been with Fidelity Investments since 2005, holding various positions including Executive Services Officer since 2015, Senior Manager in Portfolio Advisory Services from 2014 to 2015, Manager in Stock Plan Services from 2010 to 2014, Senior Stock Plan Specialist from 2006 to 2010, and Stock Plan Services Representative from 2005 to 2006. His expertise includes diversification strategies, comprehensive trading plans, price sensitivity, and option analytics. Outside of his professional responsibilities, Robert enjoys boating, family activities, spending time at the lake, scuba diving, skiing, and traveling.

Daniel Campagna is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1992. Outside of investment advisory, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a discretionary wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers, operating at scale with approximately $15.5 billion in assets under management.

Rebecca Thompson is a Planning Consultant at Fidelity Investments, where she currently works with clients to understand their personal and financial priorities and co-create comprehensive plans aimed at building confidence in their financial futures. She has been with Fidelity Investments since 2023 and has progressed through a series of roles within the workplace planning division, including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before assuming her current position. Throughout her tenure at Fidelity Investments, Rebecca has developed experience in financial planning and client consultation. Specific areas of expertise are not detailed in the available information. Educational background and personal interests or community involvement have not been provided.

Michael Cascini is a financial advisor with Primerica Advisors in Hudson, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Cascini serves on the financial review board of Crossway Christian Church, where he oversees the organization's checks and balances process. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Mark Bossi is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he serves as treasurer for the Chelmsford Historical Society. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing various program options and access to both affiliated and unaffiliated managers.

Samuel Perry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Exeter, NH. He has one year of industry experience and has previously worked in various roles including at Capo Restaurant & Supper Club and Centre Realty Group. Outside of finance, he has been involved with several local businesses such as Exeter Bowling Lanes and Ocean Gaming. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools and supports implementation through brokerage or insurance arrangements.

Jim Akatyszewski is the Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop personalized wealth plans aligned with their financial goals, building adaptable financial plans that meet evolving family needs. Jim has been with Fidelity Investments since 2012, progressing through roles including Financial Representative II, Workplace Planning And Guidance I and II, Investment Consultant, and Financial Consultant before assuming his current position in 2023. His experience spans a range of financial planning and consulting services within the firm. Outside of his professional work, Jim enjoys outdoor activities such as biking, camping, fishing, hiking, and spending time at the lake.

Caitlin Desoye is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she operates as a real estate finance consultant and serves as an independent insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements and offers specialized services including divorce planning and estate-settlement programs.

Emily French is a financial advisor at Edward Jones in Hampstead, NH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she worked for twelve years at HPMS Inc., The Therapy Connection, an online medical supply retailer, where she performed data entry and customer service duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices across the United States.

Steven Balloch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 15 years at S.I.I. In addition to his advisory role, he is a founding partner of Pointes North Wealth Management, where he is involved in the sale of fixed insurance products and serves as a New Hampshire Notary Public. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various strategies and third-party managers.

David Lafferty is a CFA® charterholder with 28 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent 16 years at Cdc Ixis Asset Management Distributors, Lp. He holds a Series 63 license and is based in Windham, NH. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment offerings.

Brian Magoon is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Matt Ambrosino is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, serving as a Workplace Planning Consultant from 2020 to 2021 and as a Planning Consultant from 2021 to 2023. Throughout his roles, Matt partners with clients to develop and implement strategies aimed at achieving both short-term and long-term financial goals. He collaborates with clients to co-create financial plans that provide control and confidence for their futures and those of their loved ones.

Troy Mottard is a financial advisor with Merrill in Manchester, NH, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Bank of America, N.A. and owned a landscaping business, M Outdoor Works, which he operates outside of securities trading hours. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.