Robert Smith is a financial advisor with Edward Jones in Portsmouth, NH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Chair of the Financial Oversight Committee for Rotary District 7780 in South Portland, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jeffrey Magson is a financial advisor at Ameriprise with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Avantax and 1st Global advisors. Magson is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing ongoing, tax-aware retirement planning through non-discretionary recommendations developed by a centralized team using proprietary research and external data.

Dan Hughes is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to assist with long-term planning, reviews investment strategies, and helps clients stay on track to work toward their financial goals. He emphasizes understanding each client's unique situation to demonstrate the value of Fidelity and the power of a financial plan. Dan has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Investment Consultant, and Workplace Planning and Advice Consultant. His experience spans client advisory and investment consulting, supporting clients in workplace planning and personalized financial strategies. Outside of work, Dan enjoys baseball, beach activities, hiking, and spending time with his pets. He is also involved in volunteering.

Andrew Camlin is a financial advisor at Cetera with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill Lynch, Morgan Stanley, and Ameriprise Financial Services. His background includes roles at credit unions and various wealth management firms. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and financial planning services.

Jennifer Bevins is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2019, following a 12-year tenure at Merrill. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans.

Katie Mc Donald is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2019. Prior to her advisory career, she held various positions in retail and hospitality. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

James Fogarty is a financial advisor at UBS Financial Services with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. Fogarty also serves in the U.S. Army Reserves, a role he has held for over five decades. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Anthony Annino is a CFA® charterholder and holds the Series 66 designation, with six years of industry experience. He is currently with UBS Financial Services in Portsmouth, NH, having previously worked at Obra Capital, Sealight Capital LLC, RiverRock Capital Management LLC, Renegade Capital GP, LLC, and Perspecta Trust LLC. He serves on the Board of Directors and the Diocesan Finance Council for the Diocese of Manchester in New Hampshire, where he chairs the Investment and Loan Committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm leverages proprietary market assumptions, model-based asset allocations, and research from its Chief Investment Office and UBS Global Research to tailor solutions to clients’ goals and risk tolerances.

Charles Riopel is a financial advisor with Charles Schwab in Portsmouth, NH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Riopel serves as a member of the board of trustees for the Webster at Rye/Rannie Webster Foundation, which oversees the Webster at Rye retirement facility. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a large client base with integrated advisory, brokerage, custody, and cash-sweep services.

Patrick Reynolds is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and Liberty Mutual Insurance. Outside of his advisory role, he serves on the Newmarket Charter Commission and the Lamprey River Advisory Committee in New Hampshire. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in assets and employs a structured planning process using firm-approved tools and market outlook models.

Jane Nelsen is a financial advisor with Morgan Stanley in Portsmouth, NH, holding a Series 66 designation and 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved as an owner in a trust-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Clark is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Oppenheimer & Co., and John Hancock Investment Management. Outside of finance, he previously operated a business called Killingworth Cooking Company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs, offering portfolio management, financial planning, and brokerage services.

David Cavicchio is a financial advisor with UBS Financial Services in Portsmouth, NH, holding Series 65 and Series 63 designations and bringing 25 years of industry experience. He has been with UBS Financial Services since 2009. 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 and uses proprietary research and model-based asset allocations to tailor client plans.

Richard Lyons is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Lyons serves as a board member of the Holocaust and Human Rights Center of Maine. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jason Smith is a financial advisor with Ameriprise in Dover, NH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create these recommendations, emphasizing assets managed within Ameriprise accounts.

Bonnie Staniewicz is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior experience includes roles at First Anchor Wealth Management and Waddell & Reed, Inc., among others. She is also involved with Associates of Clifton Park in a non-variable insurance capacity. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

Louis Athanas is a Series 66 licensed financial advisor at Morgan Stanley with eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to joining Morgan Stanley, he worked at Massachusetts General Hospital from 2014 to 2017. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and scenario modeling.

Catherine Paige is a financial advisor with Cambridge Investment Research Advisors in Dover, NH, holding Series 63 and Series 66 credentials and with 10 years of industry experience. She has worked at firms including Cetera Advisors and Questar Capital Corporation, and maintains an investment-related role with Flight Financial Group. Additionally, she volunteers as an instructor with a financial education service. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through thousands of financial professionals. The firm provides access to multiple platforms and custodians, discretionary and non-discretionary management, and proprietary model strategies under its Founders Gate Capital brand.

David Blake is a Series 66-licensed financial advisor with Ameriprise in Rye, NH, and has 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary investment research and algorithmic tools to deliver written recommendations and ongoing advice focused on retirement income strategies.

Taylor Dimick is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones since 2019. He has six years of industry experience, including prior roles at World Energy and Amspec LLC. Outside of his advisory work, he is involved in managing rental property communications and upkeep. Edward Jones is a full-service wealth management firm serving over 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.