Daniel Smith is a financial advisor with UBS Financial Services in York, Maine, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he acts as a trustee for an irrevocable insurance trust, authorizing annual life insurance payments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm’s advisors use proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

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 with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, Llc. Katie’s background includes roles outside finance, such as positions at Lululemon and Sheraton Myrtle Beach Convention Center Hotel. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

James Fogarty is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS since 2010 and has served in the U.S. Army Reserves since 1973. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

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, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2008. He serves on the Board of Trustees for the Webster at Rye Retirement Facility in Rye, New Hampshire. 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 and discretionary investment guidance using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services on a large scale.

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.

Stephen Trottier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in disc golf tournaments as a hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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.

David Cavicchio is a financial advisor with UBS Financial Services, holding Series 65 and Series 63 licenses and bringing 24 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 financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and proprietary research to support its clients.

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 financial advisor with LPL Financial in Portsmouth, NH, holding the CFP® designation and Series 63 and 65 licenses. She has 28 years of industry experience, including previous roles at Waddell & Reed, Inc. and First Anchor Wealth Management, LLC. Additionally, she has been involved with the Richie McFarland Children’s Center and operated a business called Fielder's Keeper, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management.

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, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2024 and previously at Cetera Advisors and Questar Capital Corporation. Outside of her advisory role, Paige volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a wide range of platform arrangements and both discretionary and non-discretionary investment strategies.

Jonathan Tudor is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Fidelity and its subsidiaries since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a variety of advisory and fund services.

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.