Christopher Sheehan is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Merrill and Fidelity Investments. Outside of finance, he has worked in the hospitality sector, including at The Farm Bar and Grille and Fry’d LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Gary Hernandez is a financial advisor with Raymond James & Associates in Neddick, ME, holding Series 65, 63, and 66 licenses and bringing 36 years of industry experience. He worked at Merrill from 1988 to 2023 before joining Raymond James & Associates in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

David Yarema is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Pauline Simeonov is a financial advisor with Morgan Stanley in Portsmouth, NH, holding a Series 66 designation and 26 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Simeonov is a non-active partner in a construction company managed by her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer servicing individuals and institutions with a comprehensive range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools in its advisory process.

Joseph Mittica is a financial advisor with Edward Jones in North Hampton, NH, holding CFP® and Series 66 designations and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a finance committee member for Hampton Falls First Baptist Church. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Zachary George is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding a Series 66 designation and bringing 13 years of industry experience. He 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 multiple advisory programs and implements tailored investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing options.

John Frederickson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has operated Frederickson Financial since 1986. Outside of his advisory role, he works as an independent insurance agent and provides tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Christopher Patenaude is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for four years. Before entering the financial services industry, he spent eight years in education with Woburn and Salem Public Schools. 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, and institutional platforms, supported by a large network of investment adviser representatives.

John Garon is a financial advisor with Edward Jones in Portsmouth, NH, holding a Series 66 credential and two years of industry experience. Before joining Edward Jones, he worked for over a decade at Market Basket. Outside of his advisory role, he coaches volleyball at a non-profit club for young women competing in large tournaments and aiming to play in college. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Mark Ross is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, LPL Financial, and Citizens Securities. He serves as a board member of a condominium association in Portsmouth, NH, where he contributes to fiscal policy and budgeting. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multi-manager platforms and diverse program structures.

Julia Thompson is a financial advisor with UBS Financial Services in Portsmouth, NH, holding a Series 66 designation and having 10 years of industry experience, all with UBS since 2016. She serves on the boards of two local nonprofits focused on youth development: New Heights, which provides experiential learning programs for students in grades five through twelve, and the YMCA of the Seacoast. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fiduciary fee-based financial planning and a broad range of capital markets activities.

Scott White is a financial advisor with Ameriprise in Hampstead, NH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Greg Lapierre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007 and has worked at State Mutual Companies since 1989. Outside of his advisory work, he contributes to Bureau Veritas NA by researching and analyzing municipal building and zoning regulations for commercial properties. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with advisory and brokerage services delivered through a large network of investment adviser representatives.

Tyler Stephenson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding clients toward financial confidence and long-term security through clear and personalized strategies. He focuses on assisting individuals with complex financial situations, including executives with equity compensation and concentrated stock, physicians navigating career transitions, business owners aligning personal and business finances, and athletes and entertainers managing sudden or short-window income. With over seven years of experience in financial services, Tyler holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®) designation, which addresses the financial needs of athletes and entertainers. He earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Tennessee at Martin. Throughout his career, he has mentored and trained newer advisors, emphasizing an approach that learns how clients think about money to build adaptable financial plans. Outside of his professional role, Tyler dedicates time to community building in the Seacoast area. He enjoys hosting gatherings around his BBQ smoker, walking his golden retriever named Cooper, and supporting the Tennessee Volunteers. He is also a member of the Pi Kappa Alpha International Fraternity.

Richard Wallner is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at CUNA Brokerage Services, Taylor Wealth Management Partners, Lakeside Financial, Nylife Securities, and New York Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Rachel Goldberg is a financial advisor with Merrill in Portsmouth, NH, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at Northwestern Mutual and Bank of America, N.A. Outside of her advisory work, she owns and operates Evelynn's Delights, a home-based bakery business in Exeter, NH. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Bouchard is a financial advisor with Ameriprise who holds a Series 66 designation and has 19 years of industry experience. He has worked at Ameriprise Financial Services since 2019 and previously held positions at Bank of America and Merrill. 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.

Aimee Jacobs is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel for over two decades. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analyses and asset allocation guidance used to inform client decisions.

Matthew Sotir is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held roles at Equitable Advisors since 2005 and previously worked at Axa Advisors and Mony Securities Corporation. Outside of advising, he serves in leadership and board roles with the Albanian Archdiocese in America, the Fan S. Noli Library & Cultural Center, and the Saint George Albanian Orthodox Cathedral, and he is the founder of Civic Voices of New England. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paul Ziolkowski is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, including a tenure at AXA Advisors, LLC, where he worked from 2012 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party asset managers, providing a diverse selection of investment options and ERISA fiduciary services.