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.

Joel Kapelson is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at New York Life, Prudential, AXA Advisors, and MassMutual. Outside of his advisory work, he is involved in independent insurance sales with companies such as Anthem, Harvard, and Humana. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party managers.

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.

Mark Girard is a financial advisor at Fisher Investments with 21 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various mandates and employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Gary Rawnsley is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009. In addition to his financial career, he has been involved with Franklin Life Insurance Company and co-founded Image Worx Corp. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools without offering individual security recommendations as part of standalone planning.

Kyle Poodiack is a Series 66-licensed advisor with LPL Enterprise and has been with the firm since 2026. He has prior work experience at Westinghouse Electric Company and several other companies in various roles. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment strategies.

Brad Aham is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he was involved with Bluefish Property Group LLC and Bluefish Holdings LLC for nine years. He serves as chair of the investment policy committee for the Essex County Greenbelt Association, a nonprofit land trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

Thomas Simpson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 32 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory work, he is an active member of the York Maine Rotary Club, participating in nonprofit charitable activities. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Griffin Gagne is a Planning Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he progressed through several positions at Fidelity Investments, including Investment Solutions Representative III (2023-2024), Investment Solutions Representative II (2023), and Investment Solutions Representative I (2022-2023). In his current role, Griffin partners with local individuals and families to develop financial plans tailored to their unique situations, needs, and concerns. He emphasizes collaboration and understanding to create financial plans that clients can confidently follow. Griffin holds an Arkansas Insurance License. Outside of his professional duties, he has interests in beach activities, fitness, golf, and music.

Nathan Alger is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Outside of his advisory role, Alger manages rental properties in Portsmouth. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Elliot Evans is a CFP® and ChFC® with 12 years of experience in the financial industry, currently serving at Edward Jones since 2014. He holds the Series 66 designation and is based in Epping, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Stephen Demarais is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 19 years of industry experience. He worked at Wells Fargo Clearing from 2007 to 2009 before joining UBS in 2009. Outside of his advisory role, he contributes to the New Hampshire Society for the Prevention of Cruelty to Animals by assisting with strategic direction, fundraising, and advising senior management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending products.

Ernest Tyler is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has held roles at several firms, including Avantax Advisory Services and 1st Global Advisors. In addition to his advisory work, he is a partner in TSSWMM Financial Group and TSWM Advisory Group, where he focuses on retirement, succession, and estate planning, and he also consults on tax and estate planning through TSS Advisors. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a comprehensive range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers across various program structures.

Timothy Dabrieo is a Series 66-credentialed financial advisor with 19 years of industry experience, currently practicing at LPL Financial since 2021. His prior work includes roles at Waddell & Reed, Inc. and Sage Wealth Partners LLC. He serves as a nonprofit board member for the Town of Nottingham. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Lisa Cooper is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2016. Her credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning processes and various advisory programs.

Meagan Mackinnon is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Nvest Financial, Commonwealth Financial Network, THE O.N. Equity Sales Company, and Seacoast Financial Network. In addition to her advisory role, she is a licensed notary. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

Blake Bachry is a financial advisor with Equitable Advisors based in Portsmouth, NH. He holds a Series 66 designation and has two years of industry experience. Outside of his advisory role, he works as an Uber driver and a busser/food runner at a local restaurant. Equitable Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and asset-management solutions through a network of Investment Adviser Representatives and third-party program sponsors.