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.

Paul La Greca Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and also operates LaGreca Wealth Management in Lynnfield, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of advisors. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

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.

Alexa Gillett is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. She has held positions at Charles Schwab Bank, Charles Schwab & Co., Inc., and Aileen Dugan State Farm, as well as near a decade at The Commonwealth Agency. Prior to her advisory roles, she spent four years in full-time education. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized operational structure.

Katherine Fogg is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, having previously worked at Bank of America NA and Thirty-One Gifts. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Conor Aten is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at several firms including New York Life, Eagle Strategies, and AXA Advisors. Outside of his advisory role, he is involved in the restaurant industry as a bar back at Puritan Back Room in Manchester, NH. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of financial planning, brokerage, and advisory services, partnering extensively with third-party managers and program sponsors to deliver tailored investment solutions.

Scott Lewandowski is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals dedicated to helping clients create and implement financial plans. He has held this role since 2023. Prior to this, he served as Director of Lending Consultant from 2020 to 2023, and has held several leadership and specialist positions within Fidelity Investments since 2000. His experience spans roles including Team Leader of Stock Plan Executive Services, Portfolio Advisory Services, and Financial Consultants, as well as positions focused on retirement investment services and client relationship management. Scott's career reflects a continued commitment to financial advisory and leadership within Fidelity Investments.

Lauren Tullos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Stonex Securities Inc and Trust Advisory Group Ltd. In addition to advisory work, she is active as an insurance agent with Lewis Financial Services in Haverhill, MA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a broad network of independent Financial Professionals, using a variety of portfolio management and model-based strategies tailored to client objectives.

Christopher Sheehan is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill and Fidelity Investments. Outside of finance, his background includes roles in hospitality and community organizations. 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 advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Deanna Mc Carthy is a financial advisor at Edward Jones with eight years of experience at the firm and a Series 66 designation. Prior to joining Edward Jones, she worked for the Town of Newmarket for eight years. Edward Jones is a full-service wealth management firm serving more than 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.

David Yarema is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and previously spent seven years with Ameriprise Financial Services, Inc. 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 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.

Pauline Simeonov is a financial advisor with Morgan Stanley in Portsmouth, NH, holding a Series 66 designation and 26 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Simeonov is a non-active partner in a construction company managed by her husband. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer servicing individuals and institutions with a comprehensive range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools in its advisory process.

Joseph Mittica is a financial advisor with Edward Jones in North Hampton, NH, holding CFP® and Series 66 designations and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a finance committee member for Hampton Falls First Baptist Church. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.