Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Meagan Mackinnon is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at several firms including Nvest Financial, Commonwealth Financial Network, and Seacoast Financial Network. Outside of her advisory role, she is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Mc Entee is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Philip Summers is a financial advisor with Cambridge Investment Research Advisors and holds 0 years of industry experience. He has been affiliated with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. since 2026. Summers also has 18 years of experience with Generations Law Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various investment implementation platforms and strategies.

Christopher Adams is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Nicole Chaloux is a financial advisor with Edward Jones in Windham, NH, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Edward Jones since 2016 and also has a background with Granite State Gold Buyers, where she has been active since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Robert Burns is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its advisory role to registered investment companies, and its integration of AI and algorithmic methods in portfolio management.

Brendan Slein is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Deloitte & Touche LLP from 2012 to 2018. Outside of his advisory role, he serves on the Board of Directors and as Secretary for Salemhaven Inc. and is a member of the New Hampshire Society of CPA’s Investment Committee. Edward Jones is a full-service wealth management firm with over 23,000 advisors nationwide, serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Auger is a financial advisor with J.P. Morgan Securities in Salem, NH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Santander and McAdam Financial. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their recommendations.

Nicholas Liguori IV is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Fidelity entities since 2010. Outside of his advisory role, he serves as a board member for the Chester New Hampshire School Board and participates in the Chester Softball and Baseball Association as a board director and coach. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Reid Butler is a Series 66-registered financial advisor with eight years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, The Bulfinch Group, and Berrydunn. Butler holds a CPA license, although he is not actively practicing tax services, and is also involved in selling individual and group insurance products. 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 provides financial planning using detailed client data and firm-approved analytical tools, offering asset management, wrap programs, educational seminars, and specialized planning services such as divorce and estate settlement planning.

Paul La Greca Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and also operates LaGreca Wealth Management in Lynnfield, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Eric Lesage is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has previously worked at Royal Alliance Associates, Inc. and Signator Investors Incorporated. Outside of his advisory role, Lesage is a partner in an insurance brokerage and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage customized portfolios.

Ian Fitch is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and currently serves as Commander of the James L Melvin American Legion Post 379. Fitch is also affiliated with the Boxford, MA Fire Department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools including probability modeling to support client goals, and it maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Lauren Tullos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Stonex Securities Inc and Trust Advisory Group Ltd. In addition to advisory work, she is active as an insurance agent with Lewis Financial Services in Haverhill, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a broad network of independent Financial Professionals, using a variety of portfolio management and model-based strategies tailored to client objectives.

Lillian Eason is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2003, serving the firm for over 20 years in various capacities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Sascha Silvia is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, Silvia worked at Group One Automotive and Fidelity Investments. 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 income sources and tax-aware withdrawal strategies.

Matthew Delaney is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, and incorporates model portfolios and research from various sources.

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.

Kristin Nordahl is a CFP® professional with 40 years of experience in the financial services industry. She has worked with Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of her advisory role, she has conducted sales in individual and group life and health insurance since 1983. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations through annual, collaborative planning relationships.