Kristina Regan is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Perigon Wealth Management, LLC and has held prior roles at Carlson Investments, Credit Sights, Taylor, Cottrill LLC, and Hutchens Investment Management Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular monitoring and acts as both sponsor and overseer of wrap and sub-advisor arrangements.

Deborah Ray is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Merrill Lynch, Triad Advisors, Inc., Pinnacle Private Wealth, LLC, and U.S. Capital Wealth Advisors, LLC. She also assists other registered representatives with financial product sales through Triad Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, distinguishing itself with performance-based fee arrangements and private fund management.

Chad Joshpe is a CFP® and ChFC® with 21 years of industry experience. He is currently with Fortis Capital Advisors, LLC and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is a motivational speaker and youth sports coach. Fortis Capital Advisors provides customized financial advice and portfolio management services to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm employs a variety of investment strategies, including passive, active, tactical, and ESG-oriented options.

Steve Palmer is a financial advisor at New Edge Wealth with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior roles include positions at NHTrust, Infinex Investments, Securities America, MetLife Securities, and New England Securities. Palmer serves as a board member of Families in Transition, a nonprofit focused on preventing homelessness. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering wealth strategy, financial planning, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, integrating independent managers and technology tools, including AI-assisted analytics, into its advisory approach.

Lori Tetreault is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Benjamin F. Edwards & Co since 2014. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management consulting, and brokerage services.

Chad Richardson is a financial advisor at Mariner Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Taylor, Cottrill, Erickson & Associates for five years before joining Mariner in 2021. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines discretionary customized portfolios with in-house research and third-party managers, and offers integrated tax services and administrative family office support.

Martha Cottrill is a CFA® charterholder with 25 years of industry experience. She currently works at Mariner Wealth Advisors and has held positions at Taylor, Cottrill, Erickson and Associates, Inc. Previously. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to specialized investment vehicles. The firm combines internal research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and family office services.

Matthew Boyle is a CFP® with 24 years of industry experience, currently serving at Empower Advisory Group. His previous roles include positions at GWFS Equities, Voya Financial Advisors, Waddell & Reed, Peoples Securities Inc., and Peoples United Bank. Outside of his advisory work, he serves on the board of the NH Children’s Health Foundation, coaches youth soccer with the Hopkinton Soccer Club, acts as a referee for the New Hampshire Soccer Referee Association, and supports the Hopkinton Library Foundation as a board member. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach focuses on integrated financial planning tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Morse is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside the financial sector. Morse holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Brett Walker is a financial advisor with Commonwealth Financial Network in Salisbury, NH, holding a Series 63 designation and 28 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

David Armstrong is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation spanning nearly two decades. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Paola Bayne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. Her work history is primarily with TD Bank N.A. and TD Private Client Wealth LLC since 2017, with a brief role at Hobby Lobby in 2016-2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Richard Evans is a financial advisor at NewEdge Advisors with 18 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF from 2015 to 2026. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to multiple advisory program structures that combine in-house manager selection with third-party models and advisor discretion.

Rosanne Kane is a financial advisor with Guardian Life in Bow, NH, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked for Lincoln Financial Advisors and Lincoln Financial Securities for 17 years before joining Guardian Life. Park Avenue® Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services including financial planning and retirement plan consulting.

Louie Gott III is a financial advisor at CWM, LLC with 28 years of industry experience. He holds a Series 65 designation and has worked at ZeroCelsius Wealth Studios, Inc. and operated his own professional tax preparation service. Outside of advisory work, he operates a sole proprietorship providing tax preparation services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary, model-portfolio approach overseen by an in-house Investment Committee.

Jennifer Wilcox is a Series 65-licensed financial advisor at Mariner with 18 years of industry experience. She previously worked at Taylor, Cottrill, Erickson and Associates, Inc. for five years before joining Mariner Wealth Advisors in 2021. Wilcox is also a partner in Wilcox Cushing LLC, an investment-related business based in New London, NH. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Thomas Robb is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 24 years of industry experience. He has worked at Benjamin F. Edwards since 2014 and previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is involved with Speedway Safety Services, specializing in emergency care and fire suppression for racetracks in New England. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, brokerage, and consulting services, employing both proprietary and third-party investment strategies with an internal trading desk and a unique operational structure that includes custody and clearance services.

Joseph Dupree is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at First Citizens Bank and CIT Bank. From 2015 to 2021, Dupree was associated with the Montshire Museum of Science. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and invests using proprietary strategies combined with third-party model portfolios, supported by in-house equity and fixed-income trading and custody services.

Asena Landry is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Camden National Bank. 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 advisory services, including financial planning, model portfolio programs, and institutional platforms, supporting strategies that include discretionary and non-discretionary account management.

Andy Xenakis is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on understanding the financial needs and priorities of individuals and families. He collaborates with clients to build and maintain financial plans aimed at achieving their goals. Andy has held various roles at Fidelity Investments since 2009, including Regional Vice President of Managed Accounts, Regional Planning Consultant, Investment Solutions Consultant for Managed Accounts, and Retirement Relationship Manager. His extensive experience spans financial representation, retirement solutions, investment solutions, and managed accounts. His career at Fidelity Investments demonstrates a progression of leadership and expertise in financial advisory services, supporting clients through comprehensive financial planning and investment management.