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.

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 several firms including Ameriprise Financial Services, LPL Financial, and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a large network of independent advisors.

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 with five years of industry experience, currently serving as a financial advisor at UBS Financial Services in Portsmouth, NH. He has held roles at Obra Capital, Sealight Capital LLC, RiverRock Capital Management LLC, Renegade Capital GP, LLC, and Perspecta Trust LLC. Outside of his advisory work, he serves on the Board of Directors and the Diocesan Finance Council for the Diocese of Manchester, where he chairs the Investment and Loan Committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, providing tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Arthur Macgregor Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 18 years before joining Cetera and Lighthouse Federal Credit Union in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts.

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 at Morgan Stanley in Portsmouth, NH, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fidelity Investments and previously spent over a decade at Liberty Mutual Insurance. Reynolds serves on the Newmarket Charter Commission and represents Newmarket on the Lamprey River Advisory Committee, focusing on local government and conservation efforts. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment programs.

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 credentials 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 through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

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.