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.

Janette Alimi is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Demarco Jr. is a financial advisor with UBS Financial Services in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Morgan Stanley and its affiliates from 1999 to 2014 before joining UBS in 2014. Outside of his advisory role, Demarco is involved in community activities including serving on the Business & Industry Association of New Hampshire, chairing the Kittery Parks Commission advisory board, and volunteering as a high school baseball coach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Kimberly Place is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her work history includes roles at Merrimack County Savings Bank, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. She is also registered as a non-variable insurance agent. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Wren Andre Giddarie is a Senior Financial Advisor with Merrill Lynch Wealth Management. Drawing on over five years of experience as a financial advisor and a prior 15-year career as a big box retail general manager and bank manager, he specializes in providing comprehensive wealth management services. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, retirement income, tax minimization, portfolio management, and small business strategies. Andre’s approach centers on understanding clients’ goals and priorities to design, implement, and regularly review personalized wealth management strategies that align with their long-term objectives. Andre holds a bachelor's degree from Southern New Hampshire University and a high school diploma from Brunswick High School. He has also attended the University of Toledo. His professional credentials include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Licenses and registrations held by Andre cover multiple states and include life, accident, and health insurance as well as FINRA Series 6, 7, 63, and 66 securities registrations. Based in Southern New Hampshire on the seacoast, Andre and his wife have lived there for over 20 years with their two young children. The family enjoys outdoor activities including skiing, canoeing, camping, golfing, dance, and karate. He is actively involved in community service and volunteering, supporting organizations such as the Knights of Columbus—Bishop Brady Council #5093—as well as the Community Food Bank in Hampton, NH, and Habitat for Humanity.

Jennifer Craig is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside additional services such as affiliated trust custody and insurance product facilitation.

Daniel Gagnon Sr. is a financial advisor with LPL Enterprise holding the ChFC® and Series 63 designations and has 33 years of industry experience. His prior firms include Prudential Insurance Company of America, PRUCO Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also involved with IRIS Financial Group, LLC, focusing on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Thomas Boys is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics to guide investment decisions.

Stephen Polhemus is a Series 66-registered financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2017, with prior roles at Planet Fitness, Scorpions Bar and Grill, and the Golf Club of New England. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets capabilities. The firm uses proprietary research and model-based allocations to tailor investment strategies to clients’ goals and risk tolerances.

Pamela Moore is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Investments. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser that serves individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research.

Nicholas Caron is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Oppenheimer & Co., Inc. Outside of his advisory role, he is employed as a bartender at Cape Neddick Country Club in Dover, NH. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, relying on portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to managed accounts, and insurance product sales through affiliated entities.