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 with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Investments. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser that serves individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research.

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.

Thomas Scala is a Series 66 licensed financial advisor with Fidelity, based in Dover, NH. He has two years of industry experience and has worked at Fidelity Investments since 2024. Prior to joining Fidelity, his background includes roles in sales and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs, and maintaining oversight of affiliated and unaffiliated sub-advisers.

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 Raymond James Financial with eight years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes eight years at Edward Jones and over two decades at Foss Motors Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory solutions using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Molly Muscari is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS and Morgan Stanley Private Bank, N.A. Outside of her advisory role, she serves as a board member on the Budget Review Committee in Ogunquit, Maine. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, including simulations and secular return estimates. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Chris Kellett is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2004, progressing through various positions including Financial Consultant, Investment Representative, Fixed Income Representative, Investment Solution Representative, and Retirements Representative. With 22 years of experience, Chris partners with individuals and families to develop customized financial plans tailored to their unique goals. His expertise encompasses comprehensive financial guidance supported by a dedicated team of specialists, enabling clients to navigate complex financial areas effectively. Originally from Massachusetts and raised in Maine, Chris now resides in New Hampshire. He holds an AR Insurance License. Outside of work, his interests include beach activities, boating, golf, parenthood, and pets.

Joseph St Pierre is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His career includes positions at Edward Jones and Ameriprise, as well as a brief period working at Crux Coffee Shop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning. The firm’s approach combines investment research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Charles MacEachern is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals serving clients in northern Massachusetts, southern Maine, and New Hampshire. He focuses on developing and delivering financial plans tailored to the needs of his clients in these regions. He has been with Fidelity Investments since 1993, holding various positions including Mutual Fund Sales, Premium Services sales and operations roles, Branch Manager, Portfolio Advisory Services-Regional Client Manager, Assistant Branch Manager, and Vice President, Branch Office Manager. His extensive experience within the firm spans sales, operations, team management, and client advisory services. Details regarding his education, credentials, personal interests, and community involvement were not provided.

Tela Gerber is an Investment Consultant currently working at Fidelity Investments, where she has been employed since 2024. Prior to this role, she served as a Relationship Manager at Fidelity Investments from 2023 to 2024. Before joining Fidelity, Tela worked as a Financial Services Representative at Nationwide from 2021 to 2023. Throughout her career, Tela has focused on collaborating with clients to develop financial plans tailored to their unique needs. She aims to assist clients in making informed decisions to foster confidence in their financial stability and growth. Outside of her professional work, Tela engages in personal interests such as cooking and baking, fitness activities, social events with friends, hiking, and reading.

Robert Streed is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2016, serving clients from Portsmouth, NH. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Johnson is a Series 66-licensed financial advisor with LPL Enterprise, based in Dover, NH. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has been employed part-time as a gym attendant for Dover Recreation since 2018. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset management access, and various insurance and trust services.

Samantha Vona is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019, and previously held roles at Royal Alliance Associates, Signator Investors, and Centennial Financial Group. Outside of advising, she is involved in ownership and sales roles at two divorce-related businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, comprehensive planning engagements and a range of investment programs.

Jacqueline Pampinella is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience at the firm. Her prior work history includes positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

John Lachapelle is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2021, he was affiliated with Voya Financial Advisors and has been involved with Creteau, Hackett, Lachapelle Associates LLC since 2001. Outside of his advisory duties, he serves as the committee chair for the Portsmouth Football Golf Tournament and Mark Beaulier Scholarship and is an executive leader and men’s ministry director at Christian Life Church. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services, including access to third-party money managers and customizable investment strategies.