David Alves is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cantella & Co., Inc., Royal Alliance Associates, and Merrill. Alves is also the owner of Axiom Wealth Partners and serves as an Independent Insurance Agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies, managing a multi-billion dollar asset base through thousands of financial professionals.

Jason Le Blanc is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2017 and previously spent one year at Textron Specialized Vehicles. 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 retirement income recommendations and ongoing planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Sarah Pendleton is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Wells Fargo Clearing Services LLC since 2017. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Helena Mahoney is a CFP® with 18 years of industry experience, currently advising at LPL Financial since 2021. Her prior roles include work with Blue Granite Financial, Inc., Lisa Dale, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that incorporate discretionary and non-discretionary management.

John Muldoon is a financial advisor with RBC Capital Markets in Portsmouth, NH. He holds the Series 66 designation and has experience at firms including Raymond James & Associates Inc. and Horizon Bank. Muldoon’s background also includes roles at Apple via Apex Systems and work in the banking sector. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Katherine Griffin is a Series 66-licensed financial advisor with 25 years of industry experience. She is currently with LPL Financial, where she has worked since 2021. Her prior experience includes roles at Waddell & Reed, Andrea Riley Arnesen-Amerprise Financial, Helena Mahoney, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a large network of advisors and a broad platform that includes financial planning, model portfolios, and institutional programs.

Matthew Bezreh is a financial advisor with Morgan Stanley in Exeter, NH, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he sells sports card collectibles on eBay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its advisory process.

Andrew Chace is a CFP® with 18 years of experience in the financial services industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the chairman of the board of directors for the Child Advocacy Center of Rockingham County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

James Pothier is a Financial Advisor with Merrill Lynch Wealth Management. He assists individuals, families, and business owners by bringing clarity and structure to their financial lives through a planning-first approach. His work focuses on understanding where clients are today, identifying their future goals, and creating financial plans that support both long-term objectives and current needs. James specializes in coordinating various aspects of personal finance, including college education planning, family wealth management strategies, liquidity management, and retirement income. He combines a forward-thinking approach with the resources and specialists available at Merrill Lynch to help clients simplify complex financial decisions and achieve their financial aspirations. He holds a Bachelor's Degree from Northeastern University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, James enjoys camping, hiking, music, reading, rock climbing, running, skiing, spending time with his family, and traveling.

Michael Murphy is a financial advisor with LPL Financial in Newburyport, MA, holding a Series 66 designation and 25 years of industry experience. He has held roles at Murphy, Powers & Wilson, CPA's and Northeast Planning Associates, Inc., while also being involved with BCOB CPAs since 1999. Outside of his advisory work, Murphy serves as treasurer for fundraising efforts at Dover High School and is vice president of the New Hampshire Football Officials Association, where he also referees high school football games. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, access to third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Daniel Lyons is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo, he worked at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is a partner in a real estate investment business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Craig Strauss is a financial advisor with LPL Financial in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He began his career with Edward Jones, working there for two years before joining LPL Financial in 2010. Outside of his advisory role, Strauss occasionally performs as a part-time musician on weekends. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Nancy Wilson is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley's Private Bank and Smith Barney in 2023, she worked at Ausdal Financial Partners, Inc. for 14 years. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and corporate financial planning agreements.

Paul Brandon is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 31 years of experience assisting clients in understanding and managing their financial situations. His work includes conducting nationwide seminars on investing fundamentals for company 401(k) plans and providing retirement income analysis to answer client questions such as retirement readiness and sustainable withdrawal amounts. He develops long-term client relationships, addresses risk exposures affecting wealth planning strategies, and collaborates with attorneys to facilitate estate planning and intergenerational wealth transfer. Mr. Brandon holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credentials. He earned a Bachelor's degree from the University of Massachusetts Amherst. He is fluent in English and Spanish. He currently resides in Portsmouth, New Hampshire with his wife of thirty-six years, Maria Jose. Mr. Brandon is also a member of the Burlington Breakfast Rotary. His personal interests include biking, hiking, and traveling. His approach emphasizes understanding clients' life priorities to create personalized financial plans aligned with their goals and aspirations.

Sandra Frey is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 19 years of experience in the financial services industry. Her professional focus includes estate and tax planning, wealth transfer, retirement income, and portfolio management services. She assists clients in identifying and prioritizing their financial goals and develops personalized strategies tailored to their unique circumstances and preferences. Sandra holds several industry credentials, including the Chartered Retirement Planning Counselor (CRPC) designation, and is registered with various FINRA series licenses. As a qualified Portfolio Manager, she can build and manage personalized investment strategies incorporating individual securities, Merrill model portfolios, and third-party investments. Sandra emphasizes a comprehensive approach to financial planning by integrating both sides of a client's balance sheet, including access to home financing solutions through Bank of America, N.A., to support overall financial objectives. She serves a diverse client base with interests spanning college education planning, family wealth management, philanthropy, socially responsible investing, special needs planning, and women and wealth. Outside of her professional role, Sandra is actively involved in her community, having served on the boards of several organizations such as Tidewater Rotary Club and Junior Achievement of Talbot County. She has also volunteered with Habitat for Humanity Choptank and Talbot Hospice Foundation. Sandra attended Goucher College but did not receive a diploma. Her personal interests include gardening, hiking, music, reading, swimming, traveling, and yoga.

Timothy Cavanaugh is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolios tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Paul Games is a CFP® and ChFC® with 42 years of industry experience. He is currently with Osaic and previously worked for Securities America Advisors, Inc. and Signator Investors, Inc. Outside of his advisory work, Paul serves as Treasurer for The Brain Aneurysm Foundation and owns a tax preparation franchise in Newburyport, MA. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing a model-based investment process that supports discretionary and advisor-managed strategies across multiple platforms.

Neil Hubacker is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2024. Prior to joining LPL, he worked in insurance and held roles at Cornerstone/The Church Ambassador Network of NH and SilverCloud, Inc. Outside of his advisory work, he is a business owner of Flexion Hub LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Dale Wallace is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, and a founding partner of the DWJ Group. He operates primarily out of Portsmouth, New Hampshire, with his main office located in Boca Raton, Florida. With over 25 years of experience in the wealth management industry, Dale focuses on helping clients achieve their financial aspirations through comprehensive investment strategies. His expertise includes non-managed strategies such as syndicate investments, structured investments, and option strategies. Dale also co-manages client portfolios to deliver a well-rounded investment approach tailored to meet the needs of high net worth clients. He holds the Personal Investment Advisor (PIA) designation and completed a non-accredited executive education program on value investing at Columbia University Graduate School of Business. Outside of his professional work, Dale enjoys baseball, basketball, football, ice hockey, skiing, and spending time with his family. He and his wife reside in Boca Raton with their two dogs, Marshmallow and Misty. Dale appreciates strong leadership and attributes part of his team’s approach to the example set by Tom Brady and the New England Patriots.

Kathryn Drew is a Wealth Management Advisor with Merrill Lynch Wealth Management. She serves as the managing partner of The Drew Knight Wealth Management Group, where she works with high net worth individuals, companies, non-profit organizations, and affluent families across the United States. Kathryn applies a strategic process to help clients build and preserve their net worth. With over 30 years of experience, Kathryn holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Her expertise includes personal retirement planning, family wealth management strategies, philanthropic planning, portfolio management services, and specialized areas such as LGBT wealth planning and socially responsible investing. She also advises clients on financial transactions such as creating or selling a business, retirement planning, and estate planning needs. Kathryn graduated with a Bachelor's degree from Oral Roberts University. She is actively involved in community organizations including Cross Roads House, Loon Preservation Society, Seacoast Science Center, and Squam Lake Conservation Society. Outside of her professional role, Kathryn enjoys boating, cooking, gardening, hiking, music, reading, scuba diving, and spending time with her family. She lives in Rye, New Hampshire, and supports ocean health and lake preservation efforts in her free time.