Steven Haas is a CFP® with 37 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at the firm's Seabrook, NH location. Outside of his advisory role, Haas serves on the boards of the Gunn Memorial Library & Museum, the Board of Finance in Washington, CT, and Spring Lake Productions, Inc. Ameriprise provides retirement-income planning services designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

David Lafferty is a CFA® charterholder with 28 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent 16 years at Cdc Ixis Asset Management Distributors, Lp. He holds a Series 63 license and is based in Windham, NH. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment offerings.

Brian Magoon is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Scott Zimmermann is a financial advisor at Edward Jones in Hampton, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services supported by a nationwide network of over 23,000 advisors.

Parker Freedman is a financial advisor at Ameriprise with CFP® and ChFC® designations and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and IA Financial Advisors. Outside of his advisory work, Freedman owns Canalmen Tax Consulting LLC, a tax preparation business. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Erica Hubbard is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Publicity Coordinator for the Windham Baseball and Softball League. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supporting clients through a centralized retirement-income consulting team.

Carl Hanson is a financial advisor at Osaic Wealth, Inc. with 30 years of industry experience. He has held positions at Osaic Wealth since 2018 and previously worked at Signator Investors from 2016 to 2018. Outside of his advisory role, he prepares a limited number of tax returns for non-securities clients during the late spring and early summer. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using a range of investment vehicles and third-party platforms.

John Mac Donald IV is a financial advisor at Raymond James Financial with the designations ChFC® and Series 66 and 10 years of industry experience. He has worked at Raymond James Financial since 2025 and previously held roles at Dolan Financial Services and Commonwealth Financial Network. Outside of his advisory duties, he is involved with Linden Financial Group, where he contributes to comprehensive financial planning and client service. 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, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Benedetto III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corp, and Janney Montgomery Scott. He is involved in managing Laurel Wealth Management, a business entity affiliated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Joan Sweeney is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial. She previously worked at OSAIC for seven years and spent 22 years with Signator Investors, Inc. and John Hancock Life Insurance Company. Outside of her advisory role, she is involved with JM Sweeney LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging technology and a broad platform to support its network of over 22,800 advisors.

Tucker Schell is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at John Hancock Investment Management and MFS Investment Management. Tucker also spent four years at the University of New Hampshire. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shawn Avery is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he has real estate ownership interests. Ameriprise is an institutional firm that provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, delivering retirement income recommendations through a centralized consulting team using a combination of research, modeling, and tax-efficiency analysis.

Michael Quinn is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kristin Kissane is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Riversource Fund Distributors, Inc., Bofa Advisors, LLC, and OSAIC. Kristin is also the owner of JM Sweeney LLC, a non-investment business based in Andover, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

James Reagan is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and beginning his industry career in 2026. He has prior experience with Keenan Financial and has worked in various educational and service roles before entering the financial sector. In addition to his advisory duties, Reagan is a licensed insurance agent and occasionally offers clients commissionable insurance products outside of his advisory role. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term orientation.

Travis Terry is a financial advisor with Ameriprise in Salem, NH, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Ameriprise and HD Vest, as well as running his own CPA firm, Travis Terry & Company, since 2000. He serves on the Board of Directors for the Bank of New England. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Edward Waldron III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 34 years of industry experience. Prior to joining OSAIC in 2025, he spent nine years with Lincoln Financial Advisors Corporation. Outside of his advisory role, he operates insurance-related businesses specializing in accident, health, disability, and life insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm employs comprehensive asset-allocation tools and offers integrated brokerage, advisory, and third-party managed-account solutions.

Ryan DeBruyckere is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he collaborates with executives to help them understand their employer benefits and develop financial plans that align with their personal goals. Ryan employs a holistic approach to comprehensively address his clients' needs and demonstrates how Fidelity's resources can support them and their families. Ryan's professional experience at Fidelity Investments includes positions as an Investment Management Consultant, Retirements Associate, and Customer Relationship Advocate. This progression within the company has provided him with a broad perspective on investment management, retirement planning, and client relationship management. Outside of his professional duties, Ryan has interests in cars, fitness, football, and music, including being an instrumentalist.

Noel Dulac is a financial advisor with OSAIC, holding the CFP® and ChFC® designations and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Life Insurance Company for 23 years before joining OSAIC in 2018. In addition to his advisory role, he serves as president of a condominium association and is a managing partner of a retirement fiduciary group. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and access to multiple advisory platforms and third-party managers.

David Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Next Financial Group Inc, where he worked for 18 years, and Citizens Securities, Inc., where he spent four years. Outside of his advisory work, he is involved as a musician with Third Man High. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, supported by extensive research and technology tools.