Mary Sycamore is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 10 years of industry experience. She has worked at Ameriprise Financial Services since 2019, following two years at Morgan Stanley in various roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Shirley Reed is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has over 25 years of experience in the financial services industry, having held various positions within Fidelity Investments since 2001, including Senior Account Executive, Account Executive, Financial Planning Consultant, Investment Representative, and Financial Representative. Throughout her career, Shirley has worked closely with clients to design and implement financial plans, emphasizing strategic planning, disciplined strategies, and customized approaches. She holds the Certified Financial Planner (CFP©) designation and leverages a team of financial professionals to support client goals. Outside of her professional work, Shirley enjoys biking, gardening, caring for pets, photography, tennis, and volunteering.

Noah Paige is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and has prior work history at Cetera Advisors and Flight Financial Group. Outside of advising, he volunteers as an instructor with AFES. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Gail Frongillo is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley since 2014, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves a wide range of individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Stephen Daley is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Daley serves on the Board of Directors for the Bowling Green State University College of Business Leadership Council and as a Commissioner on the Columbus Metropolitan Housing Authority Board of Commissioners. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Linda Odegaard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been associated with LPL Financial since 2015 and Bay Financial Advisors Inc. since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services utilizing both discretionary and non-discretionary management approaches.

Gary Ghigliotti is a financial advisor at UBS Financial Services with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. In addition to his advisory role, he is a co-owner of GS Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and lending services.

William Holland is a Financial Advisor currently affiliated with Merrill Lynch Wealth Management. He has been serving as a financial advisor since April 2019, with experience at Merrill Lynch Wealth Management, Edward Jones, and TD Wealth. His focus areas include assisting individuals transitioning from careers to retirement, small business owners with retirement plans and exit strategies, and retirees managing their assets for longevity and income coordination. Holland integrates long-term planning, tax efficiencies, and personalized goal achievement into his client work. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Holland holds a Master's Degree from the University of St Andrews. Outside of his professional life, he enjoys hiking, music, pickleball, and skiing.

Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2016 and previously worked at York County FCU from 2014 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Black is a CFP® certificant with 27 years of industry experience. He is currently with Charles Schwab and Co., Inc. and Charles Schwab Bank SSB, having joined in 2022. Prior to that, he worked at TD Ameritrade and Scottrade. Outside of his financial advisory role, he is involved with North Shore Partners doing business as Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 a combination of non-discretionary advisory services with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Joan Vickery is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Outside of Morgan Stanley, she is a partner in Towle Family Partners Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Shane Merritt is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 15 years and has been associated with Unum Insurance Company and Gloucester Marine Railways. Merritt also serves as a trustee for a trust-related entity in Rockport, Massachusetts. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients using a broad planning menu that includes cash-flow, retirement, education, and specialized planning areas. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementing those strategies through the firm’s brokerage or advisory programs.

Allana Hinkley is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Her prior roles include positions at Southern New Hampshire University and Red Robin Gourmet Burgers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and oversight of affiliated sub-advisers.

Daniel Thompson is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services Inc and Prime, Buchholz & Associates. Outside of his advisory work, he serves on the board of directors for the Center for Wildlife, where he supports fundraising, business outreach, and event planning. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and client goals.

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.

Joshua Bartlett is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Granite Bay Wealth Management and Flagship Harbor Advisors. Bartlett also operates Accolade Financial LLC, a certified college planning specialist firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management approaches and platform arrangements.

Karrie Shaw is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering, working with several life insurance and annuity providers. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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.

Andrea Williamson is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current role since 2014 and holds Series 63 and Series 66 designations. 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 under management through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.