Terri Harbour is a financial advisor with Citizens Securities, Inc. in Laconia, NH, holding a Series 66 designation and 24 years of industry experience. She has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services, with advisory options that include a digital advisory program and managed accounts.

William Reepmeyer is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010, following five years at UBS Financial Services. Outside of his advisory work, he owns and operates a harness horse racing business, managing the buying and selling of horses as well as selecting races, drivers, and trainers. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment programs and services with both discretionary and non-discretionary management. The firm combines custody of client assets with broker-dealer and advisory operations, managing a significant portion of advisory assets on a non-discretionary basis.

Christine Marceau is a financial advisor at Commonwealth Financial Network with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial Distributors and Lincoln Financial Securities Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Brandy Mohan is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Mill River Wealth Management, Infinex Investments, and Citizens Securities. Outside of her financial career, Mohan has worked as a bartender at The Bob House Restaurant since 2010. 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 through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Carl Ring is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ring volunteers as a wax technician and coach for several high school and club Nordic ski teams in New Hampshire. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kendra Deal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolio programs, and institutional platforms.

Brendan Casey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years before joining Cambridge in 2017. Outside of his advisory role, he is a partner and independent insurance agent at Aggregate Wealth Strategies and Insurance Advisors and serves as secretary of a BNI networking group. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering multiple portfolio management options, model-based solutions, and access to both proprietary and external strategies.

Brendan Mann is a financial advisor with Ameriprise in Sanbornton, NH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mann serves as President and CEO of Lakes Region Development, Inc., a company supporting the management and operations of his Ameriprise practice, and he is involved in tax planning and preparation through Velocity Tax Planning. He also volunteers with United Charitable, participating on a committee that reviews nonprofit grant eligibility. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team utilizing research and modeling to generate recommendations that integrate with a client’s broader financial plan.

Brian Jonas is a financial advisor with LPL Financial in Laconia, NH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1995. Outside of his advisory role, he is involved in insurance, fixed annuity, and life insurance sales through an independent insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.

Donald Hannigan Jr. is a financial advisor at OSAIC with over 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2023, he worked at Questar Asset Management and Questar Capital Corporation since 2008, and he has owned Hannigan Brokerage Services since 1997, which sells various insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios with a wide range of investment options.

Eugenio Permuy is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Deanne Chrystal is a financial advisor with Primerica Advisors in Holderness, NH, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019. In addition to her advisory role, she is an attorney with Chrystal Law, PLLC, where she has practiced since 2009, and she owns The Purrfect Inn, LLC, a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Justin Rasmusson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include seven years with Fidelity Brokerage Services LLC and one year with Fidelity Investments. Outside of his advisory work, he serves in the Air National Guard. 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 other institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset classes.

Bonnie Ireland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2006. Ireland also spends part of her time offering and selling life, health, disability, long-term care insurance, and fixed annuities to clients. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Christopher Neeb is a Senior Financial Advisor at Merrill Lynch Wealth Management. Supported by the global resources of Merrill, he is part of a team committed to building strong client relationships based on trust and personalized service. Christopher's role involves creating flexible wealth management strategies tailored to clients' individual goals and changing market conditions. His expertise encompasses college education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. Christopher holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Denver. Christopher follows the Merrill tradition of community participation and spends time volunteering with organizations in the community. In his personal time, he enjoys fishing, golfing, skiing, and spending time with his family.

Robert Kennelly is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the Meredith Rotary Club, where he manages funds dedicated to scholarships for local students. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides structured, research-based recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

David Bochichio is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he founded and operated D&M Creative, LLC from 2020 to 2023. He is also involved as a volunteer board member and coach for By, With, and For Autistic Adults, supporting autistic leaders in business and employment. Additionally, Bochichio creates content for a gaming YouTube channel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Donald Albiston is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior firms include Lincoln Financial Advisors Corporation and The Prudential Insurance Company of America, where he worked for over four decades. Albiston also provides accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to create portfolios that can include a wide range of investment types.

Mark Feigelman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Elijah Swanson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Giuseppe's Ristorante and Center Harbor Beach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.