Michael Ryan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2008. In addition to advising, he provides tax preparation services for clients and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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 management, model portfolios, and retirement plan consulting, supported by LPL Research and third-party subadvisors.

David Brochu is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and distinguishes itself with a tiered wrap fee structure and active model curation.

Amanda Schell is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at MFS Investment Management for six years. Outside of finance, she has experience in athletics supervision and hospitality roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory work, he is employed part-time by the University of Massachusetts Lowell. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

James White is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. He has worked with Fidelity Investments since 1996, progressing through roles including Retirement Income Planner, Team Manager, and Service Trading Representative. His career at Fidelity reflects extensive experience in financial planning and client service. James holds a California Insurance License, which supports his work in developing wealth planning strategies tailored to individual client needs. He emphasizes honesty, ethical behavior, and direct communication to build trust and effective client relationships. Outside of his professional role, James has interests in baseball, fitness, golf, skiing, and traveling.

Todd Schell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he operates Schell Financial, which owns the building leased to Edward Jones for his practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Logan Young is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to his advisory career, he held positions at Lang's Ice Cream and Shaw's Supermarkets. Ameriprise Financial Services is a large, diversified firm serving 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.

Heidi Hebert is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at firms including Investment Distributors, Protective Life, Cetera Investment Services, Liberty Mutual, Concourse Financial Group Securities, and Questar Capital Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Brooke Smith is a Branch Leader at Fidelity Investments, a role held since 2026. In this position, Brooke focuses on fostering an environment where associates are empowered to deliver a world-class experience, assisting clients and their families in working toward their financial goals. Brooke has held several roles within Fidelity Investments, including Advisory Services Team Leader from 2023 to 2026, Onboarding Team Leader in 2023, Licensing Mentor from 2022 to 2023, and CRA HNW from 2021 to 2022. This progression reflects a breadth of experience within the firm across leadership and advisory functions.

Yocasta Carozza is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at Fidelity Investments since 2007 and joined Cetera in 2025. Carozza is also a vice president and co-owner of Carozza Eye Care, a family business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to affiliated and third-party investment strategies.

Brisbane Eme is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2022. He collaborates with clients to build financial plans by addressing where they currently stand, where they are headed, and how to achieve their goals through actionable steps with measurable outcomes. Brisbane has been with Fidelity Investments since 2019, progressing through roles including CRA-Full Trader, Investment Solutions Representative, and Relationship Manager. His experience spans various facets of financial services, emphasizing client relationship management and investment solutions. Outside of his professional work, Brisbane has interests in soccer and traveling.

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 at Fidelity with Series 63 and Series 66 designations and one year of industry experience. His prior work includes roles at Hatherly Country Club and Qualitas Dental Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of funds and model portfolios.

Patrick Shea is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He collaborates with clients to enhance their financial wellbeing by optimizing benefits and developing wealth planning strategies tailored to their life goals. Patrick emphasizes understanding his clients' unique situations and needs to co-create and implement comprehensive financial plans. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Solutions Representative, Retirement Representative, Workplace Planning Consultant, and currently Benefits & Planning Consultant. Prior to Fidelity, Patrick worked as a Small Business Account Executive at Chase Paymentech Solutions from 2008 to 2011. Outside of his professional work, Patrick has interests in movies, reading, and writing.

Michaela Scott is a CFP® and ChFC® with 17 years of industry experience, currently serving at OSAIC since 2018. Prior to that, she worked at Jhfn Sii for nine years. In addition to her financial advisory work, she has been involved with Petey's Summertime Seafood Bar and Grill for over 17 years and holds leadership roles as co-chair of the Saint Anselm College Economics and Business Advisor Council and president of the American College of Financial Services Alumni Council. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and portfolio management strategies and operates a complex platform with multiple mergers, private-equity ownership, and extensive third-party commercial arrangements.

Michael Welch is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc., Enterprise Bank, Primerica Financial Services, Northlite Glass, and Granite State Credit Union. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,961 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

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.