Tristaan Petullo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and affiliated with Cambridge Investment Research, Inc. since 2005. Outside of his advisory work, Petullo is active as a bookkeeper and insurance agent, selling and servicing property, casualty, health, and life insurance. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Mark Marroni is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including 20 years at Signator Investors, Inc. prior to joining Osaic in 2018. Marroni is president of Boston Partners Financial Group, LLC, and serves as a director on the board of Friends of Parker River National Wildlife Refuge, supporting conservation activities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Tyler Lavoie is a financial advisor with Raymond James Financial in Salem, NH, holding the ChFC® and Series 66 designations and having eight years of industry experience. He previously worked for Edward Jones for six years and has owned a children's book writing and illustrating business. Lavoie also serves as CEO of Lavoie Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation.

Andrew Chace is a CFP® with 18 years of experience in the financial services industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the chairman of the board of directors for the Child Advocacy Center of Rockingham County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

David Olsen is a CFP® and ChFC® with 33 years of industry experience. He is currently an advisor at Fidelity and has held various roles within the company since 1998. Outside of his advisory work, Olsen serves as an elder at Rockingham Christian Church, providing leadership and oversight. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios.

Erick De Castro is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Robert Martin is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services and Citizens Securities. In addition to his advisory role, he is involved in independent insurance brokering. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by affiliated research and model managers.

James Basiliere is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2017 and previously spent one year at Elon University. He holds a Series 66 designation. 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, combining investment research, algorithmic tools, and tax-aware withdrawal strategies to provide tailored recommendations.

Katelyn Fondaco is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services that include oversight of sub-advisers and evaluation of share classes to address conflicts of interest.

Andrew Whigham is a financial advisor with Edward Jones in Nashua, NH, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Whigham serves on the Board of Directors for the YMCA of Greater Nashua. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of segments. The firm offers various advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Michael Rosen is a Planning Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant ll, and most recently to Workplace Planning Consultant lll. His role involves partnering with local clients to co-create and maintain financial plans while building long-term relationships. Michael's experience at Fidelity Investments has provided him with a solid foundation in workplace planning and client consultation. He focuses on developing tailored financial strategies that meet the specific needs of his clients. Outside of his professional work, Michael enjoys engaging in family activities, football, golf, tennis, and social events with friends.

Kerri Dixon is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Essex Securities and Retirement Fiduciary Group, LLC. Dixon serves on the Board of Directors for Incompass Human Services. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of financial services and employs asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

Sean Cunniff is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Streamline Partners and Deloitte. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Bradfield Page is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 designation and has worked with Fidelity in various capacities since 2005, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, he spent two years at Ameriprise. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that leverage a wide range of mutual funds, ETFs, and ETPs.

Michael Quinn is a Planning Consultant at Fidelity Investments. In his role, he assists clients by understanding their financial goals and collaborating with them to create comprehensive financial plans aimed at providing confidence and peace of mind. Michael has been with Fidelity Investments since 2023, progressing through positions including Customer Relationship Advocate, Financial Representative, Relationship Manager, and currently as Planning Consultant. This progression reflects his experience across various client service and financial advisory capacities within the organization. Outside of his professional work, Michael has an interest in fitness, football, golf, hiking, soccer, and traveling.

Bradford Leblanc is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 licenses and over 38 years of industry experience. He has worked with firms including Securities America Advisors, Investacorp Advisory Services, Cetera Advisors LLC, Commonwealth Financial Network, and Granite State Wealth Management. Leblanc also operates BHL Financial Services, through which he provides client acquisition, servicing, and financial planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to diverse investment products and third-party money managers.

Nathan Auclair is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 24 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers brokerage, advisory, and consulting services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment vehicles.

Han Lee is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edelman Financial Engines, Lee worked at Merrill and Symmetry Financial Group. 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, proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Paul Landry is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes positions at Rockland Trust Company and Mlm Financial Group, as well as Commonwealth Financial Network. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.