Dennis Holland is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Raymond James Financial Services Advisors since 2016. Outside of his advisory role, he serves as a co-trustee of The Holland Family Trust, assisting with family health and well-being matters. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs including institutional consulting and municipal advisory services.

David Verheyen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Trimboard and Charge Infrastructure. Prior to his financial services career, he held roles at BJs Wholesale, Best Buy, and Tesla. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Corey Lefavor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served in the United States Navy for 21 years and worked with Veterans Upward Bound for three years. Outside of his advisory role, he manages a rental property in Jacksonville, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Mary Butler Aldrich is a financial advisor at LPL Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, she spent 31 years with Waddell & Reed, Inc. and various insurance carriers. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Colleen Bellamy is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She has accumulated 30 years of experience in finance, specializing in wealth planning that prioritizes lifestyle and legacy. Colleen focuses on building deep relationships and purposeful plans to help clients achieve clarity, confidence, and fulfillment throughout their financial journeys. Prior to her current role, Colleen served as Senior Vice President in Asset Management at Fidelity Investments from 2016 to 2026. Her previous experience also includes managing director responsibilities at J.P. Morgan Private Bank between 2009 and 2015, and vice president roles in corporate finance at JPMorganChase from 1993 to 2015. Outside of her professional work, Colleen has personal interests in fitness, hiking, spending time at the lake, parenthood, and skiing.

Bill Ouellette is a Planning Consultant at Fidelity Investments, where he develops tailored engagement strategies to support clients' unique financial planning needs. He partners with clients to understand their short and long term goals and builds customized plans to help them work towards those objectives. Establishing strong relationships with clients and their families is a top priority for him, and he is committed to maintaining trust, reliability, and professionalism. Bill has been serving as a Planning Consultant at Fidelity Investments since 2022. In this role, he focuses on creating personalized financial plans that align with clients' specific goals. Outside of his professional work, Bill's personal interests include beach activities, cooking and baking, family activities, golf, theater, and traveling.

Lance Crate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company, including Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate, all between 2021 and 2024. In his role, Lance works with families, individuals, and small business owners at different stages of their financial journeys. He focuses on understanding clients' goals, motivations, and aspirations to develop and implement financial strategies tailored to their needs. Outside of his professional responsibilities, Lance has personal interests that include fishing, football, golf, and spending time by the lake.

Gerald Breen is a Series 66 registered advisor at Edward Jones with eight years of industry experience. He has previously worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services, as well as Moody's Analytics, where he was employed for 21 years. His current role at Edward Jones began in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,700 financial advisors.

Jake Mc Pherson is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and Fidelity Brokerage Services. Outside of his financial career, he has worked as waitstaff at Chunky's Cinema Pub. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Small is Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop holistic financial plans centered around their needs, focusing on clients' top priorities through active listening and patience. Joshua has been with Fidelity Investments since 2011, holding various roles including Financial Consultant, Retirement Relationship Manager, Workplace Planning and Guidance Consultant II and I, and Defined Contribution Representative II. His experience spans a range of financial consulting and retirement planning positions within the company.

Patricia Everett is a CFP®-certified financial advisor with 38 years of industry experience, currently serving clients at Ameriprise in Nashua, NH. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base and provides a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Arianna O’Rourke is a financial advisor at LPL Financial in Westford, MA, holding a Series 66 designation with six years of industry experience. She has worked at LPL Financial since 2019 and is also associated with Sampson West & Associates and Concord River Financial since 2019. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Williams is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and its affiliates since 2005. Williams is also a member of the Rotary Club of Clinton and serves on the board of directors for Clinton Savings Bank, where he has held various financial services roles since 2017. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party strategies with various discretionary and non-discretionary program options.

Tyler Arnesen is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Prior to his current role, he worked at Bentley University and Nashua High School South. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, featuring a written Recommendation Report and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Richard Wright II is a financial advisor at Merrill with six years of industry experience and a Series 66 designation. He has worked at Merrill since 2017 and has also been associated with Bank of America, N.A. and General Wireless Inc. DBA Radioshack. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has worked at LPL Financial and Rollstone Bank & Trust since 2011, with prior roles at Merrill and VOYA Financial Advisors. He also serves as a trust investment advisor at Rollstone Bank & Trust. 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 advisory and brokerage services through a large network of representatives, providing financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Golis is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edelman Financial Engines, he worked at Fidelity Investments for five years. Outside of his advisory work, he creates video game content as a YouTuber. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice.

Eric Benker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual priorities and family needs, ensuring clients understand and are comfortable with the planning approach. He emphasizes providing exceptional service throughout the client relationship. Eric has been with Fidelity Investments since 2012, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Central Review Team Leader, Regional Account Delegate, and Senior Financial Specialist. This experience has provided him with a broad understanding of financial consulting and investment strategies. No information about Eric's education, credentials, personal interests, or community involvement has been provided.

Mark Bilodeau is a CFP® with 34 years of industry experience, currently advising clients at LPL Financial. He has worked in financial services since 2006, including with Linsco Private Ledger. Outside of his advisory work, he is involved in real estate brokerage in Massachusetts and New Hampshire. 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.

Lee Nault is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cambridge, she operated her own CPA practice since 2013 and worked in the technology sector at Computersupport.com. She is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody platforms.