Christopher Patenaude is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for four years. Before entering the financial services industry, he spent eight years in education with Woburn and Salem Public Schools. 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, and institutional platforms, supported by a large network of investment adviser representatives.

John Garon is a financial advisor with Edward Jones in Portsmouth, NH, holding a Series 66 credential and two years of industry experience. Before joining Edward Jones, he worked for over a decade at Market Basket. Outside of his advisory role, he coaches volleyball at a non-profit club for young women competing in large tournaments and aiming to play in college. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Mark Ross is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, LPL Financial, and Citizens Securities. He serves as a board member of a condominium association in Portsmouth, NH, where he contributes to fiscal policy and budgeting. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multi-manager platforms and diverse program structures.

Julia Thompson is a financial advisor with UBS Financial Services in Portsmouth, NH, holding a Series 66 designation and having 10 years of industry experience, all with UBS since 2016. She serves on the boards of two local nonprofits focused on youth development: New Heights, which provides experiential learning programs for students in grades five through twelve, and the YMCA of the Seacoast. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fiduciary fee-based financial planning and a broad range of capital markets activities.

Rick Creteau is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of advising, he has engaged in fixed insurance sales, including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Scott White is a financial advisor with Ameriprise in Hampstead, NH, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice through a centralized consulting team.

Greg Lapierre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007 and has worked at State Mutual Companies since 1989. Outside of his advisory work, he contributes to Bureau Veritas NA by researching and analyzing municipal building and zoning regulations for commercial properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms with advisory and brokerage services delivered through a large network of investment adviser representatives.

Tyler Stephenson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding clients toward financial confidence and long-term security through clear and personalized strategies. He focuses on assisting individuals with complex financial situations, including executives with equity compensation and concentrated stock, physicians navigating career transitions, business owners aligning personal and business finances, and athletes and entertainers managing sudden or short-window income. With over seven years of experience in financial services, Tyler holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®) designation, which addresses the financial needs of athletes and entertainers. He earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Tennessee at Martin. Throughout his career, he has mentored and trained newer advisors, emphasizing an approach that learns how clients think about money to build adaptable financial plans. Outside of his professional role, Tyler dedicates time to community building in the Seacoast area. He enjoys hosting gatherings around his BBQ smoker, walking his golden retriever named Cooper, and supporting the Tennessee Volunteers. He is also a member of the Pi Kappa Alpha International Fraternity.

John Gill is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and MSI Financial Services. Outside of his advisory work, he serves as a trustee for the Dover Children’s Home nonprofit and is a board member for the Oyster River High School Boys Soccer Boosters. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing firm-provided asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes.

Richard Wallner is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at CUNA Brokerage Services, Taylor Wealth Management Partners, Lakeside Financial, Nylife Securities, and New York Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Heidi Hebert is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Investment Distributors, Protective Life, and Liberty Mutual. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michael Fraser II is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2011. Outside of his advisory work, he is the sole proprietor of Phresh Entertainment, where he provides editing and hosting services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Rachel Goldberg is a financial advisor at Merrill with two years of industry experience. She holds the Series 63 and Series 66 licenses. Prior to her current role, she worked at Bank of America and Northwestern Mutual, and she is also the owner and baker of Evelynn’s Delights, a cottage bakery in Exeter, NH. 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 for individuals, high-net-worth clients, and institutional investors.

Ryan Bouchard is a financial advisor with Ameriprise who holds a Series 66 designation and has 19 years of industry experience. He has worked at Ameriprise Financial Services since 2019 and previously held positions at Bank of America and Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aimee Jacobs is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel for over two decades. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analyses and asset allocation guidance used to inform client decisions.

Matthew Sotir is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held roles at Equitable Advisors since 2005 and previously worked at Axa Advisors and Mony Securities Corporation. Outside of advising, he serves in leadership and board roles with the Albanian Archdiocese in America, the Fan S. Noli Library & Cultural Center, and the Saint George Albanian Orthodox Cathedral, and he is the founder of Civic Voices of New England. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Paul Ziolkowski is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, including a tenure at AXA Advisors, LLC, where he worked from 2012 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party asset managers, providing a diverse selection of investment options and ERISA fiduciary services.

William Goldstein is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Durham, NH. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Robert Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles within the gaming and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Steven Ryan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, with service delivery involving collaboration between a centralized team and individual advisors.