Heidi Hebert is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at firms including Investment Distributors, Protective Life, Cetera Investment Services, Liberty Mutual, Concourse Financial Group Securities, and Questar Capital Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Rachel Goldberg is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. She has previously worked at Bank of America, Northwestern Mutual, and Instacart. Outside of her advisory role, she owns and operates Evelynn’s Delights, a home-based bakery in Exeter, NH. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of individual and institutional clients.

Ryan Bouchard is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Merrill, Bank of America, and Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Aimee Jacobs is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel for over two decades. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing capital market analyses and asset allocation guidance used to inform client decisions.

Matthew Sotir is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 2005, having previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves in leadership and board positions with several Albanian cultural and religious organizations and founded Civic Voices of New England. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Paul Ziolkowski is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, including time with its predecessor, Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client solutions.

Steven Gonyaw is a CFP®-certified financial advisor with Ameriprise, based in Portsmouth, NH, and has 10 years of industry experience. He has been with Ameriprise Financial Services in various capacities since 2015 and currently works with Rise Private Wealth Management. Gonyaw is also co-owner of Rise Tax Strategies, a tax preparation business. Ameriprise Financial Services is a large institution that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to provide tailored, tax-aware withdrawal strategies and dependable income planning for clients approaching or in retirement.

William Goldstein is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Durham, NH. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Robert Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles within the gaming and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Steven Ryan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data, with service delivery involving collaboration between a centralized team and individual advisors.

David Higgins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is based on modern portfolio theory and an IPS-driven process, serving as an ERISA fiduciary and including a broader range of financial products than many large institutional advisers.

Cameron Decristofaro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at John Hancock Distributors LLC and John Hancock, as well as experience outside finance in parking solutions and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Paul Gigis is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has held roles at Morgan Stanley Smith Barney and Citigroup Global Markets dating back to 1993. He also serves as a trustee for a trust based in Newburyport, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Bruce Addison is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, he occasionally performs as a saxophone player in various local bands and private events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning approach that includes firm-approved tools and market simulations.

Erik Loranger is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2000. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and serves institutional clients with specialized fiduciary and public finance capabilities.

Christopher Levin is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Levin also serves as a trustee for a trust in Danvers, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

Brian Sliney is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Federated Investors and its affiliated entities from 2008 to 2017. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gerry Weidema is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Northeast Planning Associates, Inc. for 15 years. His outside activities include involvement in non-variable insurance products related to life, health, long-term care, and group insurance. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from internal and external sources.

Blair Inslee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Blair provides financial advisory services to clients, assisting them with investment strategies and wealth management. Blair holds the professional designation of Personal Investment Advisor (PIA). Blair earned a Bachelor's Degree from the University of Vermont.

Robert Hoy is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, he is an officer of Hoy Family, LLC, a real estate-related business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools, providing advisory services without individual security recommendations in standalone plans.