Brian Verville is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 66 credentials and over 37 years of industry experience. He has been with Raymond James since 2014 and is also the owner of Pierre Properties, LLC, a residential rental business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services, including municipal advisory and institutional fiduciary solutions.

Irene Bowen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2018, with prior experience in dental office administration. Bowen serves on the committee planning a fundraising dinner for Seacoast Christian School in South Berwick, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

James Force is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alan Silverman is a financial advisor with Mass Mutual Investors Services in Newburyport, MA, holding CFP® and ChFC® designations and bringing 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent seven years at MetLife Securities. Outside of his advisory role, he is an insurance agent specializing in long-term care and manages an LLC handling administrative and recordkeeping functions. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning engagements supported by firm-approved software and a range of specialized programs including divorce planning and employer-sponsored planning.

Steven Santy is a financial advisor with Charles Schwab in Portsmouth, NH, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2017. Outside of his advisory role, he owns and leases a single residential rental property. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

David Alves is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cantella & Co., Inc. and Royal Alliance Associates, Inc. He is also an owner of Axiom Wealth Partners and Cantella Capital Group LLC, and serves as a Director of Operations at Cantella. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

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®-designated financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2021. Her prior experience includes roles at Blue Granite Financial, Inc., Lisa Dale, and Waddell & Reed, Inc. She maintains a business related to financial advising under the name Blue Granite Financial, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

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 financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked with firms including Andrea Riley Arnesen-Amerprise Financial and Waddell & Reed Inc. Griffin also maintains a business activity related to Blue Granite Financial, which is connected to her work at LPL. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

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 at LPL Financial with 24 years of industry experience and holds the Series 66 designation. He has worked at several firms, including Murphy, Powers & Wilson, CPA's, Northeast Planning Associates, Inc., and BCOB CPAs. Outside of his advisory work, he serves as treasurer for Dover High School's fundraising efforts and is vice president of the New Hampshire Football Officials Association. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

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 based in Exeter, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he occasionally performs as a part-time musician on weekends. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

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.