John Smyth is a Private Wealth Manager and Managing Director at Merrill Private Wealth Management. He has over three decades of experience in financial markets, having started his career at The Chicago Board of Trade in 1993. Prior to joining Merrill, John held Managing Director positions at J.P. Morgan and First Republic Investment Management. He focuses on working with private business owners and general partners of private equity and venture capital firms, specializing in family wealth management strategies, legacy planning, and portfolio management services. John earned his bachelor's degree from Northwestern University and holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His team of twelve professionals concentrates on intergenerational wealth planning and asset management. In addition to his professional work, John serves in various advisory and board roles. These include participation on the Finance and Audit Committee of Brain Chemistry Labs, the Finance Committee of the Pacific Jazz Orchestra, the Board of Advisors for the Frost School of Music at The University of Miami, the Board of Advisors for the Institute of World Politics, and the Choate Rosemary Hall Alumni Association Executive Committee where he chairs the Planned Giving Program. He also serves on the investment committee of the Lost Tree Charitable Foundation and is a member of TiE (The Indus Entrepreneurs Association). His personal interests include golfing, music, and singing.

Hayden Dieterle is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS, he worked in admissions at Hobart and William Smith Colleges and was involved with Hayden and Bros' Home Maintenance for eight years. Outside of advising, he has worked temporarily in catering and events services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Kevin Maher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016 and previously spent six years at Fidelity Investments. Outside of finance, he is a co-owner of a retail business, Hygge Wax, based in Chicago. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with integrated brokerage, custody, and financial planning solutions.

Simon Cote is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked in advisory roles at TSWM Advisory Group and Avantax Advisory Services, among others. Outside of his advisory work, he has experience in client services and administrative roles supporting investment advisors. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Khristyna Wunderly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Uptempo (BrandMaker Inc), Amadeus, MMIS Inc, and Vapotherm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Erin Mcdonald is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked at UBS Financial Services Inc for 11 years before joining Morgan Stanley in 2025. Erin holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates advanced modeling tools and supports clients through a structured planning process.

Amy Hallal is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. She has previously worked at Merrill, Moors & Cabot Inc, and Landry & Arcari. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Aaron Milne is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial, Lincoln Investment, and Gateway Retirement Solutions. Milne is also involved with MAERCO Financial, Inc., where he holds an ownership interest. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers portfolio management through various platforms and strategies, including proprietary and third-party models, with both discretionary and non-discretionary options tailored to client objectives.

Randall Briolat Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Portsmouth Naval Shipyard. Outside of his advisory role, he owns a short-term rental property in Bethel, Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Robert Boshar is a financial advisor with LPL Financial in Newington, NH, holding Series 63 and 65 licenses and 21 years of industry experience. Prior to joining LPL Financial in 2021, he worked for The Prudential Insurance Company of America and PRUCO Securities, LLC from 2004 to 2021. He is also an insurance agent selling group life and health, long-term care, disability income protection, and various life insurance products. 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, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of investment strategies.

Zachary Wasson is a financial advisor with LPL Financial in Dover, NH, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at AZTEC Financial Group, Capgemini, Axcelis Technologies, Fitzemeyer & Tocci Associates, and Wentworth Institute of Technology. He also provides investment advisory services through AZTEC Financial Group, LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and advanced operational tools.

Brian Clark is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in construction, equity partnerships, and sports club management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Shutt is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 registrations and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 15 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a variety of affiliated investment strategies.

Mark Witt is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes prior roles at Citizens Securities, Santander Securities, LPL Financial, and IFMG Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm’s approach incorporates an ESG eligibility framework and offers customized solutions delivered on a non-discretionary basis.

Joel Kapelson is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at New York Life, Prudential, AXA Advisors, and MassMutual. Outside of his advisory work, he is involved in independent insurance sales with companies such as Anthem, Harvard, and Humana. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party managers.

Philip Richardson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James Financial since 2009, following a prior nine-year tenure with Raymond James Financial Services and longstanding involvement with Richardson & Piper Financial Services, PLLC. In addition to his advisory work, Richardson is a licensed CPA providing independent accounting services outside of trading hours. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning supported by analytical modeling and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

John Olerio is a financial advisor with Cetera in Dover, NH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes 14 years at LPL Financial and eight years at Webster Investment Services. He serves as president of the Bank Insurance & Securities Association and is an associate treasurer and board member for the Cranston Veterans Memorial Fund. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Michael Winn is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 43 years of industry experience, including prior roles at NRP Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Winn has been with RBC Capital Markets since 2010. RBC Wealth Management serves individual investors, institutions, pension plans, corporations, and nonprofit organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Emilie Checrallah is a financial advisor with UBS Financial Services in Portsmouth, NH. She holds a Series 66 designation and has 8 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client plans.

Mark Girard is a financial advisor at Fisher Investments with 21 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various mandates and employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.