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 prior roles include positions at Merrimack County Savings Bank/MillRiver Investment Management and Penn Mutual Life Insurance Company. She is also licensed as a non-variable insurance agent. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

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 at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Daniel Gagnon Sr. is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, PRUCO Securities, LLC, and Prudential Insurance Company of America. He is involved in non-variable insurance activities through IRIS Financial Group, LLC and Prudential Sponsored Non-Variable Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

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 with LPL Enterprise in Dover, NH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Oppenheimer & Co, Inc. Outside of his advisory work, he is employed as a bartender at Cape Neddick Country Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, model portfolios, third-party asset management, and access to a range of brokerage and insurance products.

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 prior roles include positions at Vermont State ECU, LPL Financial, and the Vermont Department of Labor. Outside of finance, he worked with Robot Dog Studio and American Flatbread earlier in his career. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizon.

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.

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.