Timothy Porter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He previously spent over two decades with New York Life and its affiliated entities before joining Mass Mutual Investors Services in 2025. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, utilizing firm-approved software and collaborative annual planning processes.

Morgan MacLeod is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, Morgan partners with clients to understand their short- and long-term financial goals and collaborates with them to build customized financial plans tailored to their unique needs. Morgan has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant 2, Workplace Planning Consultant 3, and currently Benefits Planning Consultant. Prior to joining Fidelity, Morgan worked as a Client Advisor at Cambridge Trust from 2019 to 2021. Outside of professional responsibilities, Morgan enjoys spending time at the beach, hiking, reading, traveling, and practicing yoga.

Kelly Curley is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Tammy Carignan is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co. L.P. from 2016 to 2017 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies supported by its Global Investment Committee.

Joseph Meo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2000 and joined Merrill Lynch in 2007. In his role, he focuses on creating strategies for high-net-worth individuals, their families, and businesses to help them pursue both short- and long-term financial goals. Joseph is a New England partner of The JEMM Group, an institutional consulting group providing investment consulting services specifically to non-profit institutions. As a qualified Senior Portfolio Advisor, he offers traditional advice and guidance while assisting clients in pursuing their investment objectives through Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds, or portfolios. His areas of expertise include family wealth management, institutional consulting, retirement planning, philanthropic planning, and portfolio management services. He earned a bachelor's degree in business administration with a concentration in finance from the Whittemore School of Business at the University of New Hampshire. Joseph resides in Rye, New Hampshire, and is active in his local community and charitable organizations. His personal interests include fishing, surfing, and tennis.

Lan-Vi Dao is Vice President, Financial Consultant at Fidelity Investments, where she serves as a trusted strategic partner to clients on the Seacoast. In this role, she leads a local wealth management team focused on helping clients align their financial goals with actionable investment strategies through personalized guidance and strategic insight. Lan-Vi has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2011, including Financial Consultant and Investment Consultant positions. Prior to that, she worked at Scottrade and TD Wealth Management Inc., as well as serving as a teller at Citizens Bank and TD Bank. Outside of her professional responsibilities, Lan-Vi enjoys camping, cooking and baking, spending time at the lake, caring for pets, reading, and traveling.

John Sargent is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes various roles outside the financial industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Curtis Hermann is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Yvonne Legge is a financial advisor with Morgan Stanley in Portsmouth, NH, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with global market analyses to support its advisory services.

Keith Peyser is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In his current position, Keith collaborates with clients to develop customized financial plans tailored to their individual goals. Keith grew up in Portsmouth, New Hampshire, and focuses on supporting individuals and families in the Seacoast area. He emphasizes understanding each client's specific situation to help them feel confident with their financial and long-term planning. Outside of his professional work, Keith enjoys activities such as beach outings, boating, golf, hiking, movies, and snowboarding.

Robert Giordano is a Series 66-registered financial advisor with Edward Jones in Portsmouth, NH, where he has worked since 2017. He has eight years of industry experience and previously owned Rob's Comics, a comic book business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, a large nationwide advisor and branch network, and a range of investment and advisory solutions.

David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Sycamore is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 10 years of industry experience. She has worked at Ameriprise Financial Services since 2019, following two years at Morgan Stanley in various roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Gregory Stohrer is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports families and individuals in making informed financial decisions that align with their personal goals to promote lasting financial well-being. Gregory's experience at Fidelity Investments includes roles as a Relationship Manager in 2025, Financial Representative from 2024 to 2025, Business Development Consultant in 2024, and Investment Sales Associate from 2022 to 2024. Through these positions, he has developed expertise in investment consulting and client relationship management. Outside of his professional work, Gregory enjoys activities such as fishing, fitness, golf, outdoor adventures, snowboarding, and spending time with his pets.

Shirley Reed is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has over 25 years of experience in the financial services industry, having held various positions within Fidelity Investments since 2001, including Senior Account Executive, Account Executive, Financial Planning Consultant, Investment Representative, and Financial Representative. Throughout her career, Shirley has worked closely with clients to design and implement financial plans, emphasizing strategic planning, disciplined strategies, and customized approaches. She holds the Certified Financial Planner (CFP©) designation and leverages a team of financial professionals to support client goals. Outside of her professional work, Shirley enjoys biking, gardening, caring for pets, photography, tennis, and volunteering.

Noah Paige is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors and Flight Financial Group. Outside of advisory work, he volunteers as an instructor for AFES. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client goals.

Gail Frongillo is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley since 2014, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves a wide range of individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Gary Ghigliotti is a financial advisor at UBS Financial Services with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. In addition to his advisory role, he is a co-owner of GS Holdings LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets and lending services.

William Holland is a Financial Advisor currently affiliated with Merrill Lynch Wealth Management. He has been serving as a financial advisor since April 2019, with experience at Merrill Lynch Wealth Management, Edward Jones, and TD Wealth. His focus areas include assisting individuals transitioning from careers to retirement, small business owners with retirement plans and exit strategies, and retirees managing their assets for longevity and income coordination. Holland integrates long-term planning, tax efficiencies, and personalized goal achievement into his client work. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Holland holds a Master's Degree from the University of St Andrews. Outside of his professional life, he enjoys hiking, music, pickleball, and skiing.

Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2016 and previously worked at York County FCU from 2014 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.