Timothy Dabrieo is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and Sage Wealth Partners LLC. He serves on the board of the Town of Nottingham, a nonprofit organization. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Khristina Harris is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at various Fidelity entities since 2000. 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’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

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.

Christopher Adams is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

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.

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 Series 66-registered financial advisor with eight years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, The Bulfinch Group, and Berrydunn. Butler holds a CPA license, although he is not actively practicing tax services, and is also involved in selling individual and group insurance products. 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 provides financial planning using detailed client data and firm-approved analytical tools, offering asset management, wrap programs, educational seminars, and specialized planning services such as divorce and estate settlement planning.

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 66 and Series 63 licenses and having 13 years of industry experience. Prior to joining Ameriprise in 2021, she worked as a self-employed tutor and baker. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides annual retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 at Equitable Advisors with seven years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2019, with prior roles at Axa Advisors and Primus Management Group. Outside of his advisory work, Panici serves as a basketball referee for IAABO Board 130. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Dale Rochford is a financial advisor with Wells Fargo Clearing in Portsmouth, NH, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. Its advisory process 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.