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 financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His career background includes roles at Westinghouse Electric Company, Ragnartech Inc., and other companies in various capacities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to proprietary model portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Brad Aham is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked with Bluefish Property Group LLC and Bluefish Holdings LLC from 2011 to 2020. He serves as a volunteer board member and chair of the investment policy committee for the Essex County Greenbelt Association, a nonprofit land trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

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 at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 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 with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

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 financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has previously worked with Waddell & Reed, Inc. and Sage Wealth Partners LLC. Outside of his advisory role, he serves as a nonprofit board member for the Town of Nottingham. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at several firms including Nvest Financial, Commonwealth Financial Network, and Seacoast Financial Network. Outside of her advisory role, she is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Blake Bachry is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Haverhill High School and as a ride-share driver. Outside of his advisory work, he is employed as an Uber driver and works part-time at Bosa’s Coastal Italian Restaurant. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, collaborating extensively with program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Christine Baier is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding Series 63 and Series 66 credentials and 24 years of industry experience. She 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Jurta is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 strategies to client goals.

Robert Burns is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its advisory role to registered investment companies, and its integration of AI and algorithmic methods in portfolio management.

Chelsea Polhemus is a CFP®-designated financial advisor with three years of industry experience. She is currently with UBS Financial Services and has prior experience at Cornerstone Financial Planning, TD Bank, and Fidelity Investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Robert Ortins is a financial advisor at Edward Jones in Stratham, NH, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience and has been with Edward Jones since 2000. 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 strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

Yannick Rasmussen is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He collaborates with local clients and their families to develop and implement customized wealth plans through a relationship-centered planning process. His experience at Fidelity Investments spans several roles, including Planning Consultant from 2021 to 2023, Managed Account Specialist from 2016 to 2021, and Full Trader from 2015 to 2016. Throughout his career, he has focused on delivering financial planning and investment management services. Outside of his professional work, Yannick enjoys spending time at the beach, playing football and golf, listening to music, engaging in outdoor adventures, and caring for his pets.