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.

David Blake is a Series 66-licensed financial advisor with Ameriprise in Rye, NH, and has 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary investment research and algorithmic tools to deliver written recommendations and ongoing advice focused on retirement income strategies.

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.

Richard Demarco Jr. is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. Outside of his advisory role, he serves on various community boards, including the Kittery Parks Commission and the Portsmouth Co-Ed Softball League, and volunteers as a high school baseball coach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Kimberly Place is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her work history includes roles at Merrimack County Savings Bank, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. She is also registered as a non-variable insurance agent. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Wren Andre Giddarie is a Senior Financial Advisor with Merrill Lynch Wealth Management. Drawing on over five years of experience as a financial advisor and a prior 15-year career as a big box retail general manager and bank manager, he specializes in providing comprehensive wealth management services. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, retirement income, tax minimization, portfolio management, and small business strategies. Andre’s approach centers on understanding clients’ goals and priorities to design, implement, and regularly review personalized wealth management strategies that align with their long-term objectives. Andre holds a bachelor's degree from Southern New Hampshire University and a high school diploma from Brunswick High School. He has also attended the University of Toledo. His professional credentials include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Licenses and registrations held by Andre cover multiple states and include life, accident, and health insurance as well as FINRA Series 6, 7, 63, and 66 securities registrations. Based in Southern New Hampshire on the seacoast, Andre and his wife have lived there for over 20 years with their two young children. The family enjoys outdoor activities including skiing, canoeing, camping, golfing, dance, and karate. He is actively involved in community service and volunteering, supporting organizations such as the Knights of Columbus—Bishop Brady Council #5093—as well as the Community Food Bank in Hampton, NH, and Habitat for Humanity.

Jennifer Craig is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at Prudential Insurance Company of America since 2010 and at Pruco Securities, LLC from 2010 to 2024 before joining LPL Enterprise. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services including financial planning, access to asset managers, and participation in a wrap program.

Daniel Gagnon Sr. is a financial advisor with LPL Enterprise holding the ChFC® and Series 63 designations and has 33 years of industry experience. His prior firms include Prudential Insurance Company of America, PRUCO Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also involved with IRIS Financial Group, LLC, focusing on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Thomas Boys is a CFP® professional with 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Stephen Polhemus is a Series 66-registered financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2017, with prior roles at Planet Fitness, Scorpions Bar and Grill, and the Golf Club of New England. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets capabilities. The firm uses proprietary research and model-based allocations to tailor investment strategies to clients’ goals and risk tolerances.

Pamela Moore is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017. Prior to this, she worked at The Hawthorne & The Chatham Motel in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of advisory and consulting services, employing a variety of portfolio management styles supported by affiliated research and an extensive affiliate ecosystem.

Nicholas Caron is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Oppenheimer & Co., Inc. Outside of his advisory role, he is employed as a bartender at Cape Neddick Country Club in Dover, NH. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, relying on portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to managed accounts, and insurance product sales through affiliated entities.

Lawrence Day Jr. is a financial advisor at Edward Jones with 34 years of industry experience. He has held his current position since 1991 and holds Series 63 and Series 66 credentials. He serves as a trustee for the James Whalley Museum & Library and is vice president of the Market Wharf II Condo Association in Portsmouth, NH. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Stanley Hultin is a Series 66 licensed financial advisor with Edward Jones in York, ME, where he has worked since 2023. He has three years of industry experience and prior work history includes roles in various sectors such as education and small business. He serves as the District Finance Chair for the Notary Club of Sanford-Springvale, chairing committee meetings quarterly. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Zachary Slater is a financial advisor with UBS Financial Services in Portsmouth, NH, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2013. Slater is also designated to act as a trustee on his uncle’s trust in the future. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to client goals.

Samuel Mark is a financial advisor with Equitable Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. His work history includes roles at Vermont State ECU, LPL Financial, and the Vermont Department of Labor. Outside of his advisory career, he has experience working with a creative firm, Robot Dog Studio, and in the food industry at American Flatbread. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, with a network of Investment Adviser Representatives delivering both proprietary and third-party solutions.

John Tritle is a CFP® and holds a Series 66 license with Ameriprise Financial Services, where he has worked since 2005, including six years as part of the Ameriprise advisory team. He has 24 years of industry experience. Outside of his advisory role, he owns an LLC that manages real estate used by himself and his staff. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm utilizes a combination of investment research, third-party data, and algorithmic tools to provide non-discretionary, personalized retirement recommendations.

Laurence Foss Jr. is a financial advisor at Edward Jones in Portsmouth, NH, with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Berkshire Hathaway Home Services Verani Realty and spent over two decades at Foss Motors Inc. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.