John Mac Donald IV is a financial advisor at Raymond James Financial with the designations ChFC® and Series 66 and 10 years of industry experience. He has worked at Raymond James Financial since 2025 and previously held roles at Dolan Financial Services and Commonwealth Financial Network. Outside of his advisory duties, he is involved with Linden Financial Group, where he contributes to comprehensive financial planning and client service. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for nine years and has owned Rob's Comics, a comic book business, since 2014. 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 variety of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and retirement advice, supported by a network of over 22,800 advisors.

Mary Sycamore is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and CFA® designations and Series 65 and 66 licenses. She has 11 years of industry experience, including prior roles at Morgan Stanley Private Bank and Robertson Stephens Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

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 with Cambridge Investment Research Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisors and Flight Financial Group. He also volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies through a large network of financial professionals.

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.

David Fowler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior firms include Next Financial Group Inc, where he worked for 18 years, and Citizens Securities, Inc., where he spent four years. Outside of his advisory work, he is involved as a musician with Third Man High. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

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.

Nicolas Cunha is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years with Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Black is a CFP® certificant with 27 years of industry experience. He is currently with Charles Schwab and Co., Inc. and Charles Schwab Bank SSB, having joined in 2022. Prior to that, he worked at TD Ameritrade and Scottrade. Outside of his financial advisory role, he is involved with North Shore Partners doing business as Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Joan Vickery is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Outside of Morgan Stanley, she is a partner in Towle Family Partners Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Shane Merritt is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 15 years and has been associated with Unum Insurance Company and Gloucester Marine Railways. Merritt also serves as a trustee for a trust-related entity in Rockport, Massachusetts. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients using a broad planning menu that includes cash-flow, retirement, education, and specialized planning areas. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementing those strategies through the firm’s brokerage or advisory programs.

Allana Hinkley is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Her prior roles include positions at Southern New Hampshire University and Red Robin Gourmet Burgers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and oversight of affiliated sub-advisers.

Preston Carbone is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior roles include positions at John Hancock and MassMutual. He has been with Edward Jones since 2021. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Daniel Thompson is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services Inc and Prime, Buchholz & Associates. Outside of his advisory work, he serves on the board of directors for the Center for Wildlife, where he supports fundraising, business outreach, and event planning. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and client goals.

Robert Smith is a financial advisor with Edward Jones in Portsmouth, NH, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as Chair of the Financial Oversight Committee for Rotary District 7780 in South Portland, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.