Lawrence Faretta is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 40 years of industry experience, with prior roles at StoneX Securities Inc, Trust Advisory Group Ltd, and AGES Financial Services, Ltd. Faretta is also involved with Summer Street Financial, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios and institutional platforms, supported by extensive advisory resources and technology tools.

Steven Rudnyai is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., and Raymond James Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supported by over 10,000 advisors and more than $256 billion in assets under management.

Sean Reid is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Schwab, Reid worked at TD Ameritrade from 2021 to 2024. Outside of his advisory role, he is the owner of Reid Limited LLC, where he manages his personal brokerage account. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging a multi-asset model portfolio approach and centralized operational infrastructure.

Erin Blanchard is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Diosa is a Financial Consultant at Fidelity, a position he has held since 2025. He collaborates with families to develop, implement, and maintain financial strategies tailored to their individual goals, emphasizing trust and personalized investment approaches. Jason has extensive experience at Fidelity Investments, having served in various roles since 2008. His previous positions include Investment Consultant (2024-2025), Benefits and Planning Consultant for Executive Services (2020-2024), Senior Relationship Manager (2017-2020), Relationship Manager (2011-2017), and Financial Representative (2008-2011). Outside of his professional work, Jason's personal interests include beach activities, family time, food, reading, running, and traveling.

James Anderson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 15 years of industry experience. His career includes roles at several financial firms such as ALPS Distributors, Vident Financial, and Preferred Capital Securities. He is currently with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and managed fund solutions.

Adam Tobin is a Certified Financial Planner® with 33 years of industry experience, currently affiliated with LPL Financial since 2004. In addition to his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and technology tools to support advisers.

Elizabeth Burke is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Linsco/Private Ledger from 1994 to 2017. Burke holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes positions at First Tech Federal Credit Union and John Hancock Investment Management, among others. He is also an associate at Addison Avenue Investment Services, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary consulting tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Sondos Abedallah is a financial advisor with Merrill in Andover, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.

Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Byron Spinney is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and seven years of industry experience. His career includes roles in insurance and waste management companies, and he has been with Primerica for over six years. Outside of advising, he receives non-investment compensation related to mortgage products and home security services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates nationally with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Joseph O'Brien is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,000 advisors.

Cameron Egan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of his advisory role, he is involved in a carpentry contracting business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization techniques and supports a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Lisa Walker Gallant is a ChFC® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. She serves as Chair of the Finance Committee for the Boys and Girls Club of Greater Salem, where she is a current board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gary Seckendorf is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include a decade at Wells Fargo Clearing and a year at Quick & Reilly, Inc. He is based in Salem, New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives, offering diverse investment strategies and operational support tools.

Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. In addition to his advisory work, he operates a sole proprietorship offering fixed protection insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of investment programs and third-party manager options.

Frank Sapareto is the sole advisor at FVS Financial, an independent investment advisory firm based in Derry, NH. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Trustmont Financial Group, Fortune Financial Services, Advisory Group Equity Services, and Source Capital Group. Sapareto has served in the New Hampshire Legislature since 1998. He is also licensed as a real estate broker and insurance agent, maintaining affiliations with both industries alongside his advisory work. FVS Financial provides portfolio management and financial planning primarily for individual clients, managing approximately $11 million in assets across about 25 client relationships. The firm offers personalized investment strategies and pension consulting, combining advisory services with real estate and insurance expertise.