Valerie Brown is a financial advisor at F.L. Putnam Investment Management Co. with 19 years of industry experience. She holds a Series 65 designation and has worked at F.L. Putnam since 2019, following an 18-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering investment management, financial planning, and consulting services. The firm employs a team-based approach with customized strategies across multiple asset classes, combining internal research with third-party managers.

Kristen Madden is a financial advisor at F.L. Putnam Investment Management Co. with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at F.L. Putnam since 2019, following a 14-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternative investments, with options for sustainable investing and tax-aware rebalancing.

James Barrett V is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Grimes & Company since 2015 and previously worked at Commonwealth Financial Network. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and a range of securities and third-party managers, and also offers trustee services through an affiliated entity.

Susan Mc Bournie is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Whitney and Associates and Virtue Capital Management, LLC. Outside of her advisory role, she is an independent agent offering fixed annuities and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Sarah Goodale is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. Prior to joining Empower Financial Services in 2023, she worked at Revolution Prep and Tilton School. She is also a teacher at Brewster Academy and provides tax return preparation services for friends and family on a nominal fee basis. Empower Advisory Group offers financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robert Magnacca is a CFP® professional with 30 years of industry experience currently serving at Empower Advisory Group. His prior roles include positions at Asvised Assets Groups, TIAA-CREF, Edelman Financial Engines, Fidelity, and TD Ameritrade. Outside of advising, he is an author of multiple books on financial topics, a co-founder of an online sales training business, and an adjunct lecturer at Babson College where he teaches artificial intelligence to undergraduates. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans and certain retail accounts. The firm integrates its services with recordkeeping and administrative platforms, focusing on long-term portfolio strategies and client savings rates.

Joseph Di Biasi is a financial advisor with LPL Financial holding a Series 66 credential and 26 years of industry experience. His prior roles include tenures at Woodbury Financial Services, MassMutual Investors Services, Metlife Securities, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions using both proprietary and third-party strategies.

Kevin Lawlor is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Stone is a financial advisor at Edward Jones with 15 years of industry experience. She has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of her advisory role, she owns a seasonal rental property managed through a real estate company in Wellfleet, Massachusetts. 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 solutions, supported by a large national network of financial advisors and branch offices.

William Slattery Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes long-term roles at Minnesota Mutual and Guardian Life Insurance Co. of America, alongside running his own business, Slattery Inc. He also operates as an independent insurance agent selling life, accident, health, and Medicare-related products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Gregory Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Junior Warden on the Vestry of St. John the Baptist Episcopal Church, participating in property management and church operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a managed-account program and periodic plan reviews, emphasizing planning delivered through a large network of financial advisors rather than institutional portfolio management.

Jennifer Williams is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior work includes roles at The Foundry Financial Group, Cambridge Investment Research, Rowell's Services, and Ashton & Company, PA. Outside of her advisory work, she is also a notary and performs bookkeeping services on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms through its extensive network of investment adviser representatives.

Gregory Caulfield is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley since 2009 and concurrently serves at Morgan Stanley Private Bank, National Association since 2015. Caulfield holds a Series 63 designation. Outside of his advisory role, he is a member and co-owner of Tioga Properties, LLC, where he oversees property management operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Mary Gaudet is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2003. In addition to her advisory role, she serves as the acting trustee of an irrevocable trust and operates Gaudet Financial Services LLC, which manages her business-related financial accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs various analytical tools to support client goals, along with specialized programs for municipal finance and employer-sponsored retirement plans.

Nicholas Trudel is a financial advisor with Edward Jones in Gilford, NH, holding the CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including six years at Banks Chevrolet prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Timothy Fitzbag is a financial advisor with Ameriprise in Belmont, NH, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Fitzbag owns a retail business specializing in racing collectibles and is active as a digital creator and social media influencer, as well as an amateur runner. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Reese Chappuis is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Belknap Landscape and Juggernaut Fitness, and served in the United States Army from 2016 to 2020. 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, supported by a large network of financial advisors and branch offices nationwide.

Robert Decamp is a financial advisor with Morgan Stanley in Gilford, NH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in several real estate-related business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services including investment management, estate planning, and corporate financial planning agreements.

Edward Ronan is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. He serves as a board member for myWMT, a nonprofit business networking group for wealth management professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment management strategies and integrates advanced operational tools while supporting a large network of investment adviser representatives.