Jonathan Edwards is a financial advisor at Keel Point, LLC with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining Keel Point in 2023, Edwards worked at Granite Financial Partners and Kestra Investment Services. Outside of his advisory role, he is involved in several business activities including operating an investment advisory firm and participating in insurance-related ventures and community organizations such as NH Audubon. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, and corporate clients. The firm combines fundamental and quantitative analysis to develop strategic and tactical asset allocations, offering customized investment programs and a range of portfolio management and consulting services.

Adam Carroll is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 66 designations and two years of industry experience. His prior employment includes roles at Fidelity Investments and various positions in retail and service industries. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture platform with internally developed and independent asset allocation models and utilizes a wide range of investment strategies and instruments.

Krista Piazza is a financial advisor at AlphaStar Capital Management with five years of industry experience. She holds a Series 65 designation and has worked previously at Worcester Advisors and Quinsigamond Community College. Prior to her financial career, she was employed at Seven Hills Charter Public School for 15 years. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology tools.

Timothy Mullin is a financial advisor with Keel Point, LLC in Milford, NH, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Nutter Payroll and Tax Services LLC, Wingate Wealth Advisors, LLC, Boston University, and Fidelity Brokerage Services LLC. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion in assets. The firm serves individuals, institutional investors, retirement plan sponsors, and corporations, offering portfolio management, financial planning, OCIO, and corporate retirement consulting with a team-based approach that combines fundamental and quantitative analysis.

Todd Fischer is a CFP® professional with 27 years of industry experience, currently associated with Citizens Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and serves as a trustee for The Jitterbug Irr Trust, managing the scheduling and upkeep of a summer cottage. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency with a range of discretionary and non-discretionary services.

William Greenough Jr. is a financial advisor at Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Voya Financial Advisors in 2024, he worked at Fidelity Investments in multiple roles from 2019 to 2024 and spent over two decades at Avid Technology, Inc. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations, combining in-house and external strategies with technology tools, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Thomas Wheeler is a financial advisor at Steward Partners Investment Advisory, LLC with seven years of experience in the industry. He also owns and operates Thomas Wheeler CPA, a separate accounting practice he has managed since 1990. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and financial planning services through proprietary and third-party solutions, supported by a comprehensive due-diligence process and relationships with major custodians.

Scott Fishman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory role, he is a co-owner of Cinagogue LLC, a film production company based in Seattle, WA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a range of investment programs including discretionary model portfolios and customizable solutions.

Michael Enriquez is a financial advisor with Principal Financial Services in Amherst, NH, holding Series 63, 65, and 66 designations and bringing 22 years of industry experience. Before joining Principal Financial Services in 2017, he worked at NFP Retirement and NFP Advisor Services, LLC from 2015 to 2017. He is also a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm's insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, 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 adviser and promoter arrangements.

Aram Boornazian is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. since 2015 and Putnam Investments' Putnam Retail Management since 1996. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

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.

Gregory Robidoux is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior positions include roles at Empower Retirement and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through integrated financial planning services connected to Empower’s recordkeeping and administrative platforms.

William Cahill is a CFP® professional with 40 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously spent three years at VOYA Financial. Outside of his advisory work, he is involved in purchasing and selling baseball cards and comic books online. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides comprehensive adviser platforms, including managed-account programs, third-party asset manager access, and custody services.

Todd Leo is a financial advisor with Ameriprise in Milford, NH, holding a Series 63 license and 31 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he is a past president of the Rotary Club of Milford and serves as a SCUBA assistant instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Anthony Coletti Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Workers Credit Union, CUSO Financial Services, LP, and Cammack LaRhette Advisors, LLC. He is also involved with Workers Investments & Planning Solutions, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supporting a broad network of over 22,800 advisors.

Kara Nixon is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs to intermediary platforms.

Amanda Melanson is a financial advisor with Edward Jones in Gardner, MA, holding the ChFC® designation and Series 66 license, with eight years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Raymond Croteau is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 15 years at Commonwealth Financial Network and Croteau Financial, a firm he owns and operates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and advisory services utilizing risk profiling and analytical modeling, with notable capabilities in municipal and public finance advisory work.

Thomas Frazier is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has six years of industry experience, including prior positions at City National Bank and The Main Street America Group. Outside of his advisory work, he is a part-owner of two farms in Fitzwilliam, NH, involved in oversight capacities. He also serves on the investment committee of a nonprofit elementary school, reviewing its endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory and portfolio management programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and incorporating tax management and responsible investing options.

Michael Sadowski is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, he worked in various roles, including positions at Pyrotecnico LLC and Solmetex LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and 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.