Thomas Delrosso is a Certified Financial Planner (CFP®) with 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Lorenz is a Financial Consultant at Fidelity Investments, serving clients in the Seacoast and surrounding areas. With over 20 years of experience at Fidelity, he focuses on building long-term relationships with families to develop personalized and comprehensive financial plans. His career at Fidelity includes roles such as Wealth Management Planning Consultant, Director of Fidelity Charitable, and Director of Portfolio Advisory Services, reflecting extensive experience in wealth management and portfolio advisory services. He has held positions ranging from Financial Representative to Branch Service Manager, demonstrating a broad understanding of financial consulting and client management. James is a long-time resident of the area and is committed to working closely with clients to understand their situations and future goals in order to co-create effective financial strategies.

Sharon Harkinson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Steward Partners and Raymond James Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of solutions including custody, underwriting, and capital markets services.

Robert Burns Jr. is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is involved in the sale of individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative planning engagements using firm-approved software and a range of programs including wrap accounts and money-manager options.

Howard Green Jr. is a financial advisor with Raymond James Financial in Newmarket, NH, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been associated with Raymond James Financial since 1998 and founded Green Capital Management, LLC in 2010. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation-support roles rather than delegated management.

Catherine Smith is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Eric Moriarty is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and their families to develop personalized wealth plans, aiming to help clients feel confident as they pursue their financial goals. He emphasizes understanding his clients' goals, values, and preferences to provide peace of mind in navigating their financial futures. Eric has held various positions at Fidelity Investments since 2014, progressing through roles including Investment Consultant, Financial Representative II, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. This breadth of experience has contributed to his expertise in financial consulting and investment strategies. Outside of his professional work, Eric enjoys fitness, golf, music, skiing, and soccer.

Mark Rabbe is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at RBC Capital Markets since 2012 and City National Bank since 2018. 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 multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing a mix of in-house and third-party investment managers.

Christopher Sordello is a financial advisor with LPL Financial in Hampstead, NH, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including long tenures at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to joining LPL Financial. LPL Financial serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisors. The firm offers a wide range of financial planning and advisory programs, providing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

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 with Raymond James & Associates in Portsmouth, NH, holding Series 65 and Series 63 licenses. He has three years of industry experience, including roles at Brewster Ambulance Service and Boston University prior to joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension and profit-sharing plans, corporations, and governmental entities, offering non-discretionary planning and portfolio recommendations supported by extensive research and affiliate resources.

John Smyth is a Private Wealth Manager at Merrill Private Wealth Management with over three decades of experience in financial markets that began at The Chicago Board of Trade in 1993. Prior to his current role, he served as a Managing Director at both J.P. Morgan and First Republic Investment Management. John focuses on family wealth management strategies, legacy planning, and portfolio management services for private business owners and general partners of private equity and venture capital firms, leading a team dedicated to intergenerational wealth planning and asset management. John earned a bachelor's degree from Northwestern University and holds professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). He is bilingual in French and English. He is actively involved in community service and serves in advisory and leadership roles including positions with the Pacific Jazz Orchestra Finance Committee, Brain Chemistry Labs Finance and Audit Committee, Choate Rosemary Hall Alumni Association Executive Committee as the Planned Giving Chair, the Institute for World Politics Board of Advisors, the Lost Tree Charitable Foundation Investment Committee, TiE (The IndUS Entrepreneurs Association), and the University of Miami Frost School of Music Board of Advisors. In his personal time, John has interests in 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.

Kevin Maher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016 and previously spent six years at Fidelity Investments. Outside of finance, he is a co-owner of a retail business, Hygge Wax, based in Chicago. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with integrated brokerage, custody, and financial planning solutions.

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.