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.

Christine Baier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports both brokerage and advisory solutions.

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.

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.

Michael Samonas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting affluent families and entrepreneurs with personalized financial planning, portfolio strategy, and cash management. He focuses on helping clients optimize concentrated wealth such as business equity, stock options, or real estate portfolios into flexible, tax-efficient strategies that align with their long-term goals, including legacy planning, managing new wealth, retirement income, and small business strategies. With over five years of experience in the financial services industry, Michael offers expertise in tax efficiency, cash flow forecasting, portfolio management, and retirement funding. He leverages Merrill's Personal Wealth Analysis™, utilizing advanced financial modeling and cash flow analysis, to design individualized plans that aim to provide clients with financial freedom and flexibility. Michael holds a Bachelor's Degree from Bentley University and attended the College of Charleston without degree completion. He is a Personal Investment Advisor (PIA) and actively participates in community initiatives as a member of the Young Philanthropists for Mentoring (YP4M). Outside of his professional work, he enjoys baseball, boating, football, golfing, reading, traveling, and spending time with his family.

Kurtis Jolicoeur is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments in various capacities since 2019, including positions as Investment Consultant, Financial Representative, Investment Solutions Representative, and Customer Relationship Advocate. Throughout his tenure at Fidelity, Kurtis has assisted customers and their families in navigating financial complexity to confidently grow wealth throughout their lifetimes. His experience spans multiple facets of financial consulting and investment solutions. Outside of his professional responsibilities, Kurtis has interests in football, golf, music, pets, and traveling.

Reid Butler is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Berrydunn. Butler is also a licensed CPA, although he is not currently practicing in that capacity, and he works as a sales agent for a non-MassMutual insurance brokerage offering life, health, and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and education services, focusing on collaborative, annual planning relationships that utilize firm-approved analytical tools to develop investment strategies without discretionary authority.

Tamara Perkins is a financial advisor with Edward Jones in Portsmouth, NH, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Seal Software and Splunk Inc. She also oversees finances and lease agreements for a real estate business in Greenland, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Joanna Shumway is a financial advisor with Ameriprise in Portsmouth, NH, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Ameriprise since 2021 and previously worked as a self-employed tutor and baker among other roles over nine years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The service provides tailored written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies, utilizing proprietary research and algorithmic tools within a structured investment framework.

Ian Frederick is a financial advisor with Mass Mutual Investors Services in Portsmouth, NH, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with MML Investors Services, Incorporated and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in a group health insurance brokerage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on tailored, collaborative planning engagements.

Phillip Panici is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously was employed at AXA Advisors and several other firms. Outside of his advisory role, he serves as a basketball referee with IAABO Board 130. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm utilizes various advisory models delivered through third-party sponsors and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Dale Rochford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support a range of brokerage and advisory solutions and administers various financial products through its bank and insurance affiliates.

Alexa Gillett is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. She has held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Aileen Dugan State Farm, as well as near a decade at The Commonwealth Agency. Prior to her advisory roles, she spent four years in full-time education. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational structure.

Katherine Fogg is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, having previously worked at Bank of America NA and Thirty-One Gifts. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Conor Aten is a financial advisor with Equitable Advisors based in Portsmouth, NH. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Equitable Advisors, Aten worked at various firms including New York Life and AXA Advisors. Outside of finance, he works part-time in the hospitality industry as a bar back at Puritan Back Room. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Scott Lewandowski is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to helping clients create and implement financial plans. He has held this role since 2023. Prior to this, he served as Director of Lending Consultant from 2020 to 2023, and has held several leadership and specialist positions within Fidelity Investments since 2000. His experience spans roles including Team Leader of Stock Plan Executive Services, Portfolio Advisory Services, and Financial Consultants, as well as positions focused on retirement investment services and client relationship management. Scott's career reflects a continued commitment to financial advisory and leadership within Fidelity Investments.

Christopher Sheehan is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Merrill and Fidelity Investments. Outside of finance, he has worked in the hospitality sector, including at The Farm Bar and Grille and Fry’d LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Deanna Mc Carthy is a financial advisor at Edward Jones with eight years of experience at the firm and a Series 66 designation. Prior to joining Edward Jones, she worked for the Town of Newmarket for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.