Benjamin Copp is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Fidelity in various roles since 2013, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and maintains distinctive features such as registration as a commodity pool operator and the use of AI in its research processes.

Arthur Meconi III is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he manages Compass Holding Group LLC, an entity established to protect his financial planning practice. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Horton is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Squam Lakes Financial Advisors LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Kevin Cook is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, while also serving as a commodity pool operator and advisor to multiple registered funds.

Karen Pearl is a financial advisor with MassMutual Investors Services in Bedford, NH, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 41 years of industry experience and has been with Massachusetts Mutual Life Insurance Company and its subsidiary, MML Investors Services, since 2007. MassMutual 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, wrap and money-manager programs, and educational seminars.

Andrew York is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds the Series 66 designation and is based in Bedford, NH. Outside of advisory services, he oversees delegated management and construction financing for a rental property through Henderson Hill, LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Douglas Daigle is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked with Prudential Insurance Company of America since 1983 and Pruco Securities, LLC from 1983 to 2024. Daigle is also licensed for property and casualty insurance with Liberty Mutual for service work. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with a notable focus on non-securities products and affiliated insurance and trust services.

Jeffrey Space is a financial advisor with Charles Schwab who holds the Series 66 designation and has 24 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services before joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, multi-asset model portfolios, and centralized operational support.

Elisabeth Larson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She previously worked at Fidelity Investments, where she was employed for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various affiliated investment products and fiduciary advisory services.

Eugene Engholm Jr. is a financial advisor at Charles Schwab with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, TD Ameritrade, Scottrade, and Fidelity. Outside of his advisory role, he works part-time as a driving range associate at Hidden Creek Golf Course. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large client base and centralized operational infrastructure.

Spencer Mc Cormick is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory 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 focused on dependable income sources and tax-aware withdrawal strategies.

Richard Hendl is a CFP® professional associated with Wells Fargo Clearing with 34 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent five years at Alps Fund Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Thomas Hardenbergh IV is a financial advisor with UBS Financial Services in Manchester, NH, holding a Series 66 designation and 22 years of industry experience. He previously worked at Bank of America and Merrill, spanning a combined period from 2003 to 2023. 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 integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jonathan Martin is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Wells Fargo Advisors since 2022. He previously worked at UBS Financial Services from 2016 to 2022 and spent three years at the University of New Hampshire. Outside of his advisory role, he owns and operates Black Star Collectibles & Games LLC, a business focused on buying and selling collectibles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients who meet specific net-worth criteria with both standardized and niche planning services.

Lise Lavoie is a financial advisor at Ameriprise with 16 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-smart strategies to provide written recommendation reports. The firm serves a broad client base through a variety of advisory, brokerage, and insurance solutions typical for a large institutional firm.

John Halloran II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nina Manzi is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in working closely with individuals and families to develop personalized strategies that focus on college education planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, and retirement income. Nina is committed to helping clients build, preserve, and transfer wealth over time by aligning financial strategies with their unique goals and priorities. She holds a Bachelor's Degree in Finance from Merrimack College, where she gained experience managing the business school investment funds. Nina is also designated as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Utilizing the resources and capabilities of Merrill and Bank of America, she offers a comprehensive approach to financial planning that integrates investment strategies, banking needs, and long-term planning within a coordinated framework. Outside of her professional work, Nina engages in boating, golfing, reading, scrapbooking, swimming, traveling, and spending time with her family. Her personal philosophy centers on uncovering what matters to clients and their families to create strategies aimed at pursuing their financial goals.

Mark Borak Jr. is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research Advisors and Aggregate Advisors. Outside of his advisory role, he is also active in insurance sales as an agent and broker, focusing on life, disability, and fixed annuities. Mass Mutual 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, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Angela Rullo Husson is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS since 2018, with prior experience at GWFS Equities, Inc. and Citizens Securities, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based tailored plans to clients.

John Adie is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1997 to 2003 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through over 14,000 financial advisors.