Rachel Faris is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has been with First Command Financial Planning, Inc. since 2017. Prior to that, she worked at Dennis Eakin Kia for one year. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Timothy Bonisteel is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes 16 years at Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Walter Goss III is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Northway Bank, and Santander Securities. Outside of his advisory practice, he owns and manages a home-based property in Concord, NH. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model with a focus on independent investment adviser representatives managing client accounts.

Natalie Allard Arell is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory role, she is involved in insurance sales through JD Mellberg Financial in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, and sovereign wealth funds. The firm provides investment management primarily on a discretionary basis through various model portfolios and managed accounts, supporting a large advisor network with its turnkey asset management platform.

Stephen O'Callaghan is a financial advisor with OSAIC Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His career includes positions at Ledyard Bank, Cco Investment Services Corp., Santander Securities LLC, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with extensive third-party and co-advisory relationships.

Scott Coulter is a CFP® professional with 32 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held roles at several firms including Citizens Securities, Inc., Santander Securities LLC, LPL Financial, IFMG Securities, Inc., and Invest Financial Corporation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

Griffin Gardner is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. He has held multiple roles within First Command’s affiliated entities since 2024 and has prior experience working in education and hospitality sectors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and approved third-party managers.

Katherine Carlson is a financial advisor at Equitable Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, MetLife Investment Fund Services, and Baystate Financial. Outside of her advisory role, she serves as president of the Northwood Historical Society, where she oversees board meetings and helps organize community programs. Equitable Advisors serves a wide range of clients, from individuals to corporations and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models, including third-party and proprietary solutions.

Harold Losey Jr. is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and has 44 years of industry experience. He has worked with City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a range of investment managers and customized strategies.

Andrew Hooper is a financial advisor at Edward Jones in Rochester, NH, holding a Series 66 designation with one year of industry experience. His background includes service in the US Army from 2015 to 2022 and roles in retail and hospitality prior to joining Edward Jones in 2025. 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 across the United States.

Jeremy Benoit is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Benoit Financial Planners, Axiom Advisors, Lincoln Financial Securities, and New England Employee Benefits Company. He is the owner of Benoit Financial Group LLC, which focuses on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management, access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

James Mckenna is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at several firms including Infinex Investments, Federal Savings Bank, TIAA-CREF, Banc of America Investment Services, and Quick & Reilly. In addition to his advisory role, he serves as Senior Vice President at First Seacoast Bank, focusing on retail and commercial banking. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers.

Richard Driscoll is a financial advisor at OSAIC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Everbank and Securities America Advisors, Inc. Driscoll is also involved in life insurance and annuity sales as part of his other business activities. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party money managers.

Eric Bahr is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge in 2017, he worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Bahr is also the owner of Caddis in the Rough, a business focused on sport, fitness, and gaming. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various account platforms, discretionary and non-discretionary management, and proprietary model strategies.

Aaron Hobart is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Fidelity Investments, Merrill, J.P. Morgan Securities, and Ameriprise. Outside of finance, he is a co-owner and musician with Matty and the Penders LLC in Northwood, NH. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Kyle Birchall is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Voya Financial Partners and ADP Broker-Dealer, Inc. He currently works at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Kyla Bodkin is a financial advisor at RBC Capital Markets in Concord, NH, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital markets and asset management capabilities.

Christopher Hooper is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of client types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Aundrea Gallagher is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses. She has one year of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Prior to her financial advisory career, she worked in various sectors including manufacturing and higher education. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports accounts with custodial and trade execution services through Pershing and BNY Mellon Advisors.

Harold Jarvis III is a financial advisor with Mass Mutual Investors Services in Concord, NH, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with MML Investors Services, Inc. since 2004 and also affiliated with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he is an agent with Shaughnessy Benefits Group, focusing on non-MassMutual insurance including health, group disability, group life, dental, and property/casualty coverage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using proprietary software and offers various programs, including asset management and educational seminars.