Richard Wallner is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at CUNA Brokerage Services, Taylor Wealth Management Partners, Lakeside Financial, Nylife Securities, and New York Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Rachel Goldberg is a financial advisor with Merrill in Portsmouth, NH, holding Series 63 and Series 66 licenses and two years of industry experience. She has worked at Merrill since 2022 and previously held roles at Bank of America, Northwestern Mutual, Instacart, and District Taco. Outside of advising, she owns and operates Evelynn's Delights, a home-based bakery. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Bouchard is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Merrill, Bank of America, and Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Aimee Jacobs is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel for over two decades. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analyses and asset allocation guidance used to inform client decisions.

Matthew Sotir is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held roles at Equitable Advisors since 2005 and previously worked at Axa Advisors and Mony Securities Corporation. Outside of advising, he serves in leadership and board roles with the Albanian Archdiocese in America, the Fan S. Noli Library & Cultural Center, and the Saint George Albanian Orthodox Cathedral, and he is the founder of Civic Voices of New England. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paul Ziolkowski is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, including a tenure at AXA Advisors, LLC, where he worked from 2012 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party asset managers, providing a diverse selection of investment options and ERISA fiduciary services.

William Goldstein is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Durham, NH. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Robert Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles within the gaming and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Steven Ryan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, with service delivery involving collaboration between a centralized team and individual advisors.

David Higgins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is based on modern portfolio theory and an IPS-driven process, serving as an ERISA fiduciary and including a broader range of financial products than many large institutional advisers.

Cameron Decristofaro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at John Hancock Distributors LLC and John Hancock, as well as experience outside finance in parking solutions and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Paul Gigis is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee of a trust based in Newburyport, Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Bruce Addison is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, he occasionally performs as a saxophone player in various local bands and private events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach that includes firm-approved tools and market simulations.

Erik Loranger is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2000. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research support.

Christopher Levin is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Levin also serves as a trustee for a trust in Danvers, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

Brian Sliney is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Federated Investors and its affiliated entities from 2008 to 2017. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gerry Weidema is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 23 years of industry experience. He has worked with LPL Financial since 2007 and previously at Northeast Planning Associates, Inc. and Veravest Investment Advisors, Inc. He has involvement in non-variable insurance sales, including life, health, long-term care, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Blair Inslee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Blair provides financial advisory services to clients, assisting them with investment strategies and wealth management. Blair holds the professional designation of Personal Investment Advisor (PIA). Blair earned a Bachelor's Degree from the University of Vermont.

Robert Hoy is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, he is an officer of Hoy Family, LLC, a real estate-related business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools, providing advisory services without individual security recommendations in standalone plans.

Irina Hultin is a financial advisor at Edward Jones with nine years of industry experience. She has held roles at Edward Jones since 2017 and previously worked at KPF Global and Allied Telesis. Hultin holds a Series 66 designation. 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 solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.