Stephen Demarais is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. Outside of his advisory role, he contributes to the New Hampshire Society for the Prevention of Cruelty to Animals by assisting with strategic direction, fundraising, and advising senior management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Ernest Tyler is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has held roles at several firms, including Avantax Advisory Services and 1st Global Advisors. In addition to his advisory work, he is a partner in TSSWMM Financial Group and TSWM Advisory Group, where he focuses on retirement, succession, and estate planning, and he also consults on tax and estate planning through TSS Advisors. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a comprehensive range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers across various program structures.

Timothy Dabrieo is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has previously worked with Waddell & Reed, Inc. and Sage Wealth Partners LLC. Outside of his advisory role, he serves as a nonprofit board member for the Town of Nottingham. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Blake Bachry is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Haverhill High School and as a ride-share driver. Outside of his advisory work, he is employed as an Uber driver and works part-time at Bosa’s Coastal Italian Restaurant. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, collaborating extensively with program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Christine Baier is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. 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.

Robert Jurta is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Chelsea Polhemus is a CFP®-designated financial advisor with three years of industry experience. She is currently with UBS Financial Services and has prior experience at Cornerstone Financial Planning, TD Bank, and Fidelity Investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Robert Ortins is a financial advisor at Edward Jones in Stratham, NH, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

Yannick Rasmussen is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He collaborates with local clients and their families to develop and implement customized wealth plans through a relationship-centered planning process. His experience at Fidelity Investments spans several roles, including Planning Consultant from 2021 to 2023, Managed Account Specialist from 2016 to 2021, and Full Trader from 2015 to 2016. Throughout his career, he has focused on delivering financial planning and investment management services. Outside of his professional work, Yannick enjoys spending time at the beach, playing football and golf, listening to music, engaging in outdoor adventures, and caring for his pets.

Michael Samonas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting affluent families and entrepreneurs with personalized financial planning, portfolio strategy, and cash management. He focuses on helping clients optimize concentrated wealth such as business equity, stock options, or real estate portfolios into flexible, tax-efficient strategies that align with their long-term goals, including legacy planning, managing new wealth, retirement income, and small business strategies. With over five years of experience in the financial services industry, Michael offers expertise in tax efficiency, cash flow forecasting, portfolio management, and retirement funding. He leverages Merrill's Personal Wealth Analysis™, utilizing advanced financial modeling and cash flow analysis, to design individualized plans that aim to provide clients with financial freedom and flexibility. Michael holds a Bachelor's Degree from Bentley University and attended the College of Charleston without degree completion. He is a Personal Investment Advisor (PIA) and actively participates in community initiatives as a member of the Young Philanthropists for Mentoring (YP4M). Outside of his professional work, he enjoys baseball, boating, football, golfing, reading, traveling, and spending time with his family.

Kurtis Jolicoeur is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments in various capacities since 2019, including positions as Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. Throughout his tenure at Fidelity, Kurtis has assisted customers and their families in navigating financial complexity to confidently grow wealth throughout their lifetimes. His experience spans multiple facets of financial consulting and investment solutions. Outside of his professional responsibilities, Kurtis has interests in football, golf, music, pets, and traveling.

Tamara Perkins is a financial advisor with Edward Jones in Portsmouth, NH, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Seal Software and Splunk Inc. She also oversees finances and lease agreements for a real estate business in Greenland, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Joanna Shumway is a financial advisor with Ameriprise in Portsmouth, NH, holding Series 66 and Series 63 licenses and having 13 years of industry experience. Prior to joining Ameriprise in 2021, she worked as a self-employed tutor and baker. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides annual retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ian Frederick is a financial advisor with Mass Mutual Investors Services in Portsmouth, NH, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with MML Investors Services, Incorporated and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in a group health insurance brokerage. Mass Mutual Investors Services, LLC 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 tailored, collaborative planning engagements.

Phillip Panici is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2019, with prior roles at Axa Advisors and Primus Management Group. Outside of his advisory work, Panici serves as a basketball referee for IAABO Board 130. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Dale Rochford is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. Its 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.

Richard Hackett II is a CFP® professional with 31 years of industry experience, currently with Cetera since 2021. His prior roles include a seven-year tenure at Voya Financial Advisors and long-term involvement with Creteau, Hackett, Lachapelle & Associates, LLC. Outside of advising, he is a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

Alexa Gillett is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. She has held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Aileen Dugan State Farm, as well as near a decade at The Commonwealth Agency. Prior to her advisory roles, she spent four years in full-time education. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational structure.

Katherine Fogg is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, having previously worked at Bank of America NA and Thirty-One Gifts. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Conor Aten is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at several firms including New York Life, Eagle Strategies, and AXA Advisors. Outside of his advisory role, he is involved in the restaurant industry as a bar back at Puritan Back Room in Manchester, NH. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of financial planning, brokerage, and advisory services, partnering extensively with third-party managers and program sponsors to deliver tailored investment solutions.