Matthew Elkin is a financial advisor with Ameriprise in Derry, NH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team.

Nancy Burt is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 19 years of industry experience. She has worked with Ameriprise Financial Services since 2007 and is currently associated with Rise Private Wealth Management. Burt is also co-owner of Rise Tax Strategies, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice focused on dependable income sources.

Casey Creamer is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Edward Jones since 2021. Prior to Edward Jones, he worked at Unified Office, SubItUp, and ServiceChannel. Outside of his advisory role, he is an owner and member of Creamer Solutions LLC, a leasing company for long-haul trucks in Bedford, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Scott Costa is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Fidelity Investments and various other companies before entering the financial services sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on retirement-income planning, utilizing investment research and algorithmic tools to deliver tailored recommendations.

Kyla Bodkin is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 registrations and bringing 14 years of industry experience. She has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles.

Adam Gourley is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2009. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Clark is a financial advisor with Ameriprise in Bedford, NH, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliate since 1995. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Nicole Mc Clure is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. She has been with UBS since 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Jessica Moore is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 21 years of industry experience. She has worked in various capacities at Fidelity since 2004, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 in its approach. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery while maintaining oversight of sub-advisers and addressing conflicts of interest.

Kenneth Anding is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at both LPL Financial and Flagship Harbor Advisors, LLC. He serves as a board member of the Merrimack Valley Estate Planning Council. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Adam Ruedig is a Series 66 licensed financial advisor with UBS Financial Services in Concord, NH. He has 16 years of industry experience and has been with UBS since 2009. Outside of his advisory role, he serves as Chair and Treasurer on the Investment Subcommittee and Finance Committee of New Hampshire Public Radio and is a member of the finance subcommittee for the King Pine Race Team, a youth ski racing organization. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory solutions, combining proprietary research and model-based portfolio management. The firm offers an integrated platform that includes wealth management, institutional trading, and capital markets services.

Kathryn Letvinchuk is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016, working from Manchester, NH. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to support a broad range of client needs.

Alfred Santosuosso is a CFP® professional with 15 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company in Bedford, NH. He is the founder and CEO of The Santosuosso Group, a coaching and strategic planning firm focused on helping business owners and high achievers with goal setting, organizational structure, and leadership development. He also engages in outside insurance sales, specializing in individual and group life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client relationships around ongoing planning engagements using firm-approved analytical tools.

Michael Jorczak is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Fidelity entities since 1996, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base with discretionary and non-discretionary advisory services, and it is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Eric Gould is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo firms since 2009, including his current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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, including over seven years at Merrill. She holds the Series 66 designation and previously worked at Jimmy's Grille. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2019. Outside of her advisory role, she is the lead singer of a music band called The Company Stores. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process, providing clients with a broad range of investment and financial solutions.

David Drouin is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2021, following three years at TD Ameritrade. Outside of his advisory role, he serves as a private instructor coaching youth baseball both in team settings and through one-on-one lessons. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm provides both non-discretionary investment recommendations and access to discretionary strategies, supported by multi-asset model portfolios and a formal alternative-investment program.