Joshua Wright is a financial advisor with RBC Capital Markets in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and three years at Prudential Equity Group. He serves on the board of directors for the Manchester Development Corporation, focusing on economic growth planning in Manchester. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Adam Diorio is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. since 2010 and Primerica Financial Services since 2008, as well as two years at 3 Phase Line Construction. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Timothy Skwiot is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he coaches the high school fishing team in Windham, NH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Thomas Harkins is a Series 66-registered financial advisor with LPL Financial, based in Londonderry, NH. He has eight years of industry experience, including twelve years at Enterprise Holdings LLC prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Gerard Verbeek is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for over 35 years. Outside of his advisory role, he is involved in managing rental properties and acts as an insurance agent offering disability insurance, annuities, and life insurance products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Jonathan Tudor is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2006. His current role is based in Newmarket, NH. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages several registered investment companies with formal advisory and governance procedures.

Steven Meyer is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

David Marcou III is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Dav El/Boston Coach, and Granite Telecommunications. 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 seminars, with a focus on collaborative, goal-based planning using firm-approved analysis tools.

Matthew Tylus is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment, Travis Terry & Co, HD Vest Investment Services, Clemons University, and Ameriprise Financial Services Inc. since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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.

Alex Tanguay is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been applying over 20 years of experience in the financial services industry since joining in 2008. His team focuses on helping affluent individuals, families, and institutions pursue their financial goals by providing customized solutions based on clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Alex's advice is tailored to support clients' current lifestyle, retirement income needs, and legacy goals with an emphasis on simplicity, transparency, and a disciplined process. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alex is a graduate of Boston University's Questrom School of Business. He is a member of the Financial Planning Association and serves on the Board of Advisors for Big Brothers Big Sisters, where he has been an active mentor for over sixteen years. Originally from Cape Cod, Massachusetts, Alex resides in Salem, New Hampshire with his wife Nacole and their son Jack. In his spare time, he is an avid runner and cyclist who has completed numerous marathons. Alex is also involved with the Knights of Columbus in his community.

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.

Thomas Dyer is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Osaic FA, Inc. from 2007 to 2010. Outside of his advisory role, he produces a local business interview show on community access television and provides guidance to parents on non-financial aspects related to college planning through Beacon College Advisors. 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 and access to model portfolio programs, with a focus on customizable strategies and a broad platform that integrates advisory and non-advisory financial services.

Yadollah Rezaee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Primerica Advisors since 2014 and also has concurrent experience at Raytheon Inc. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm employs an independent due-diligence process for asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Connor Slein is a financial advisor with Edward Jones in Salem, NH, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at American Funds and American Funds Distributors, Inc. Outside of his advisory work, he serves as Head of Operations for Funapee Family Realty LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Raymond Halpin is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004, including 11 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner and president of The Halpin Company, which manages bookkeeping, tax filing, and related business operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

Patrick Hammond is a CFP®-certified financial advisor with seven years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has prior experience at Edward Jones, Putnam Investments, and Fidelity Investments. Outside of his advisory role, he co-owns a consulting business focused on coaching newer financial advisors on career development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work alongside specialized employer advisory programs.

Sarah Earwood is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Jones Lang LaSalle and Oracle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 advisors and emphasizes fiduciary standards in its advisory services.