Madan Thebe is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2016 and Primerica Financial Services since 2014, with earlier experience at Triangle Credit Union and H&R Block. He is also the owner of Madan K. Thebe/Faith Math LLC. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports clients with custodial and trade execution services.

Adam Audet is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 14 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2021, and was previously with Lincoln Financial Securities Corporation beginning in 2015. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides a range of management platforms, proprietary model strategies, and access to third-party advisers.

Tyler Skvorak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has been a senior loan officer at Homestead Mortgage Loans since 2014, assisting consumers with mortgage lending. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using a collaborative and software-driven approach to develop client-focused investment strategies.

Sean Lynch is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2008. Lynch has served on the boards of charitable organizations including the Aria Covey Foundation and FeedNH, and he is a committee member with the Scouts of New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party investment management with a range of portfolio and financial planning services.

Hunter Edwards is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Globe Wealth Management for five years and has a Series 66 designation. Outside of his advisory role, he is involved with Lakes Region Development. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Kristina Johnson is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and 19 years of industry experience. She has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jesse Burnett is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2014, including the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Burnett is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 process using firm-approved tools and modeling techniques.

Edward Lynch Jr. is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for an estate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics to inform its investment approach and providing both brokerage and advisory solutions.

Natasa Friedland is a financial advisor with Merrill in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Bank of America and Merrill Lynch since 2009. Outside of her advisory role, she serves on the James Madison University Parents Council, engaging with university programs and events. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Edward Buecker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley from 2009 to 2017, Ameriprise Financial Services from 2017 to 2018, and Morgan Stanley Smith Barney since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market estimates.

Kevin Kimball is a financial advisor at Ameriprise in Manchester, NH, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Met Life, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. In addition to his advisory role, he has an ownership interest in ASK Partners, LLC, a business that provides office staffing services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Brian Caldwell is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Raymond Burstein is a financial advisor at Edward Jones in Concord, NH, holding CFP®, ChFC®, and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Second Start Alternative High School and St. Paul's School. Outside of his advisory role, he participates as an ambassador and pro staff member for fishing apparel and equipment companies, promoting them on social media in exchange for product discounts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

John Micavich is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations, and has 32 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2008. Outside of advising, he is also an agent involved in life and health insurance sales. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements that use firm-approved software to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Anthony Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes 33 years at Bose Corporation and two years at Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Curtis Barnes is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing collaborative planning processes and firm-approved analytical tools.

Michael Shearin is a CFP® professional with Morgan Stanley in Manchester, NH, holding securities licenses Series 63 and Series 65. He has 33 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney dating back to 2009. Outside of his advisory work, he is involved as a lender in an unrelated business activity based in Westminster, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Lynch is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. In addition to his advisory role, he serves on the board of directors for Salem Haven Nursing Home, a nonprofit long-term care facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Thomas Slattery is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

Joshua Wright is a financial advisor with RBC Capital Markets in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and three years at Prudential Equity Group. He serves on the board of directors for the Manchester Development Corporation, focusing on economic growth planning in Manchester. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.