Jessica Lapollo is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at Steward Partners and Raymond James Financial Services, among other firms. She serves as a board member for Big Brothers Big Sisters of Franklin County, a nonprofit organization in Greenfield, MA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm offers investment advisory, financial planning, and managed account programs to individuals, pension plans, corporations, trusts, estates, and charitable organizations, providing both discretionary and non-discretionary portfolio management through a range of proprietary and third-party solutions.

Michael Caslin is a financial advisor at SPC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Blueprint Financial Advisors. Caslin is also involved in the sale of non-variable insurance products through various insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors serving over 30,000 clients and offers tailored, discretionary investment advice through multiple account programs.

Casey Head is a financial advisor with Principal Financial Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, Casey serves as President and CEO of White Stag Martial Arts and writes a blog called The Country Gentleman focused on rural living, culture, and history. He is also a member of the Fitzwilliam Town Planning Board. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Scott Ringland is a financial advisor with Money Concepts Capital Corp in Keene, NH, holding a Series 63 designation and over 34 years of industry experience. He has worked with Money Concepts Capital Corp since 1994 and owns Ringland Wealth Advisors, LLC, an insurance agency offering life, fixed annuity, long-term care, disability, and health products. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a variety of managed programs and investment approaches combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Steven Potwin is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Northwestern Mutual Wealth Management Company and Santander Bank. Potwin is a member of the Greater Monadnock Collaborative and serves as a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, operating both discretionary and commission-based business channels.

Carl Gravina is a CFP® with 24 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of his advisory duties, he is the owner of Monadnock Capital Group and holds fractional ownership in Stowe Mountain Lodge. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients through a range of advisory and portfolio management programs, including personalized and discretionary solutions, leveraging due diligence coordinated with major custodial partners.

Matthew Toepfer is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining TIAA-CREF in 2019, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2010 to 2018. Outside of his advisory role, Toepfer is the owner and president of Arrow Tile Distributors, Inc., a retail and wholesale tile business, and serves as a board member of the Brattleboro Museum & Art Center. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides ongoing portfolio management with customized and model-driven strategies, acting as adviser to donor-advised funds and operating within a vertically integrated group using affiliated funds.

Amy Frechette is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Green Mountain Power and New Chapter. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services, supported by a large nationwide network of financial advisors and branch offices.

Brian Royal is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Universal Technical Institute and Lincoln Technical Institute. Outside of his advisory role, he coaches softball at Conant Middle School and is involved with the Jr Swampbats baseball organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of roughly 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Therrien is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Timberwolf Manufacturing Corp and The Melanson Company, Inc. Therrien is involved in several business ventures including ownership roles in multiple corporations and partnerships related to real estate and captive insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients of varying net worths. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Gary Kostowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 17 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc and OSAIC. He is currently based in Swanzey, NH. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm utilizes model-based strategies managed by unaffiliated asset managers and supports accounts with custodial and trade execution services through Pershing.

Timothy Doll is a financial advisor with OSAIC in Keene, NH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Royal Alliance Associates since 2018 and previously at Signator Investors from 2016 to 2018. Doll is also involved with Financial Solutions Group, where he assists with sales, marketing, and fixed insurance product inquiries. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios across various investment types and supports both discretionary and non-discretionary account management.

Matthew Du Bois is a financial advisor with Edward Jones in Brattleboro, VT, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in various roles, including positions at Vail Resorts at Mount Snow and Tiger Fish Restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Spencer Adams is a CFP® professional at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Valet Park of America. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Justin Wright is a financial advisor at Edward Jones in Keene, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Pak-Now and held roles at C&S Wholesale Grocers and United Natural Foods Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment services supported by a large national network of advisors and branch offices.

Joshua Houle is a financial advisor with LPL Financial in Keene, NH, holding the CFP® designation and Series 66 license. He has 15 years of industry experience, with prior roles at Steward Partners, Raymond James Financial Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and retirement advice solutions supported by various third-party models and technology tools.

Robert Roland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 36 years of industry experience. His prior roles include seven years at Lincoln Investment and over two decades as an independent insurance agent at Roland & Roland. He serves as a member of the Zoning Board of Adjustment for the Town of Nelson, NH, and is involved in educating others about budgeting and financial goals. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Robert Krebs is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Twombly is a financial advisor with LPL Financial based in West Chesterfield, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with Bay Financial Advisors, Inc. and LPL Financial since 2004. He provides financial planning and consulting services through Bay Financial Advisors, an independent registered investment advisor firm. 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, supported by a large network of over 22,800 advisors and significant discretionary assets under management.

Nicholas Du Bois is a CFP® and holds a Series 66 license, currently with Edward Jones in Brattleboro, VT. He has 13 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment options through a large nationwide network of advisors and branch offices.