Jamie Louko is a Planning Consultant at Fidelity Investments, where they support local families in building financial plans tailored to their goals, preferences, and values. Jamie's approach focuses on providing peace of mind as clients pursue their financial objectives. Jamie has been with Fidelity Investments since 2024, progressing through roles from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2026. This experience has given Jamie a comprehensive understanding of client relationship management and financial planning. Outside of their professional role, Jamie enjoys cooking and baking, fitness, outdoor adventures, soccer, and traveling.

John Swartz is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Raymond James, he worked at Brewster Ambulance Service, Boston University, Horizon Beverage Company, and Southern Glazers Wine & Spirits. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions.

John Smyth is a Private Wealth Manager and Managing Director at Merrill Private Wealth Management. He has over three decades of experience in financial markets, having started his career at The Chicago Board of Trade in 1993. Prior to joining Merrill, John held Managing Director positions at J.P. Morgan and First Republic Investment Management. He focuses on working with private business owners and general partners of private equity and venture capital firms, specializing in family wealth management strategies, legacy planning, and portfolio management services. John earned his bachelor's degree from Northwestern University and holds professional designations as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His team of twelve professionals concentrates on intergenerational wealth planning and asset management. In addition to his professional work, John serves in various advisory and board roles. These include participation on the Finance and Audit Committee of Brain Chemistry Labs, the Finance Committee of the Pacific Jazz Orchestra, the Board of Advisors for the Frost School of Music at The University of Miami, the Board of Advisors for the Institute of World Politics, and the Choate Rosemary Hall Alumni Association Executive Committee where he chairs the Planned Giving Program. He also serves on the investment committee of the Lost Tree Charitable Foundation and is a member of TiE (The Indus Entrepreneurs Association). His personal interests include golfing, music, and singing.

Hayden Dieterle is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS, he worked in admissions at Hobart and William Smith Colleges and was involved with Hayden and Bros' Home Maintenance for eight years. Outside of advising, he has worked temporarily in catering and events services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Gregory Vallee is a financial advisor with Ameriprise in Hampton, NH, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2018, following seven years at Citizens Securities, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Simon Cote is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked in advisory roles at TSWM Advisory Group and Avantax Advisory Services, among others. Outside of his advisory work, he has experience in client services and administrative roles supporting investment advisors. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Khristyna Wunderly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Uptempo (BrandMaker Inc), Amadeus, MMIS Inc, and Vapotherm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Erin Mcdonald is a financial advisor at Morgan Stanley with 11 years of industry experience. She previously worked at UBS Financial Services Inc for 11 years before joining Morgan Stanley in 2025. Erin holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates advanced modeling tools and supports clients through a structured planning process.

Amy Hallal is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. She has previously worked at Merrill, Moors & Cabot Inc, and Landry & Arcari. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Aaron Milne is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including LPL Financial, Lincoln Investment, and Gateway Retirement Solutions. Milne is also involved with MAERCO Financial, Inc., where he holds an ownership interest. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers portfolio management through various platforms and strategies, including proprietary and third-party models, with both discretionary and non-discretionary options tailored to client objectives.

Robert Boshar is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for 17 years. Outside of his advisory role, he is also an agent selling group life and health insurance, long-term care, disability income protection, and various types of life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Zachary Wasson is a financial advisor with LPL Financial in Dover, NH, holding a Series 66 designation and one year of industry experience. He previously worked at Capgemini and Axcelis Technologies and provides investment advisory services through his independent firm, AZTEC Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, including access to model portfolios, retirement plan consulting, and various investment strategies.

Brian Clark is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in construction, equity partnerships, and sports club management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Shutt is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 registrations and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 15 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and a variety of affiliated investment strategies.

Mark Witt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2022, following prior roles at Citizens Securities, Inc. and Santander Securities, LLC. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Joel Kapelson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, Pruco Securities LLC, Axa Advisors, LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he is involved in independent insurance sales with providers such as Anthem, Harvard, Pilgrim, Tufts, and Humana. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model to tailor services to client goals and risk tolerance.

Philip Richardson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2000. In addition to his advisory role, he operates an independent accounting practice as a CPA outside of investment hours. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

John Olerio is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Webster Investment Services. Olerio serves as a board member and president of the Bank Insurance & Securities Association and is also involved with the Cranston Veterans Memorial Fund. Cetera Investment Advisers LLC is a nationally registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various program platforms using a multi-manager approach that includes affiliated and third-party managers.

Michael Winn is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding Series 63 and Series 66 licenses and having 42 years of industry experience. He has worked at RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Emilie Checrallah is a financial advisor with UBS Financial Services in Portsmouth, NH. She holds a Series 66 designation and has 8 years of industry experience. She has been with UBS Financial Services since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.