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 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Prior to her current role, she worked at Bank of America NA and was involved with Thirty-One Gifts. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a broad range of investment strategies including model-based, discretionary, and tax-aware options for individuals, high-net-worth clients, and institutional investors.

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.

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.

Miranda Wegricht is a financial advisor with Ameriprise and holds Series 63 and Series 65 credentials, with 10 years of industry experience. She has worked at Ameriprise Financial Services, Inc. and LLC divisions from 2014 to 2026 and is currently a Practice Manager and Financial Advisor at Rise Private Wealth Management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

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.

Zachary George is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding a Series 66 designation and bringing 13 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and implements tailored investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing options.

John Frederickson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and has operated Frederickson Financial since 1986. In addition to his advisory work, he is a tax preparer and an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options, including proprietary and third-party model strategies, across multiple custody platforms with both discretionary and non-discretionary arrangements.

John Garon is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked for thirteen years at Market Basket. Outside of his advisory role, he coaches volleyball at 603 United Volleyball Club, a non-profit organization for young women competing at large tournaments with collegiate aspirations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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.

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.

Tyler Stephenson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in guiding high-earning professionals through complex and evolving financial landscapes. He focuses on clients whose income and financial situations involve variable compensation, equity, business income, and career transitions. His client base includes corporate executives managing equity and deferred compensation, physicians and medical professionals, small business owners, and athletes and related professionals, including those navigating name, image, and likeness (NIL) and early-career planning. Tyler's approach emphasizes understanding how clients perceive money, risk, and trade-offs before developing strategies. He assists clients in organizing cash flow, investment decisions, and long-term planning that adapts to changing circumstances. He holds a Bachelor's Degree from the University of Tennessee at Martin and is recognized as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is also a member of the Pi Kappa Alpha International Fraternity. Outside of his professional work, Tyler enjoys adventure sports, cooking, football, golfing, traveling, and spending time with his family.

John Gill is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Questar Asset Management and Woodbury Financial Services. Outside of advisory roles, he is a trustee for a nonprofit organization serving children and serves on the board for a high school boys soccer boosters club. OSAIC Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and managed account solutions.

Danielle Nonamaker is a Series 66-credentialed financial advisor with Edward Jones, bringing six years of industry experience. She has worked at Edward Jones since 2019 and previously was involved with Bags 4 My Cause and Community Teamwork. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of nearly 24,000 financial advisors and over 15,000 branch offices.

Richard Wallner is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held positions at firms including CUNA Brokerage Services, Taylor Wealth Management Partners, Lakeside Financial, and New York Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.