Jason King is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Charles Schwab entities since 2009, including Schwab Trust Bank and Schwab Bank. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supplemented by research from the Schwab Center for Financial Research.

David Higgins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is based on modern portfolio theory and an IPS-driven process, serving as an ERISA fiduciary and including a broader range of financial products than many large institutional advisers.

Cameron Decristofaro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at John Hancock Distributors LLC and John Hancock, as well as experience outside finance in parking solutions and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Paul Gigis is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee of a trust based in Newburyport, Massachusetts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Bruce Addison is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his financial career, he occasionally performs as a saxophone player in various local bands and private events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 approach that includes firm-approved tools and market simulations.

Erik Loranger is a financial advisor with Raymond James & Associates in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2000. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research support.

Christopher Levin is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Levin also serves as a trustee for a trust in Danvers, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

Gerry Weidema is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Northeast Planning Associates, Inc. for 15 years. His outside activities include involvement in non-variable insurance products related to life, health, long-term care, and group insurance. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios and research from internal and external sources.

Blair Inslee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Blair provides financial advisory services to clients, assisting them with investment strategies and wealth management. Blair holds the professional designation of Personal Investment Advisor (PIA). Blair earned a Bachelor's Degree from the University of Vermont.

Robert Hoy is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, he is an officer of Hoy Family, LLC, a real estate-related business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools, providing advisory services without individual security recommendations in standalone plans.

Samuel Perry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Exeter, NH. He has one year of industry experience and has previously worked in various roles including at Capo Restaurant & Supper Club and Centre Realty Group. Outside of finance, he has been involved with several local businesses such as Exeter Bowling Lanes and Ocean Gaming. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools and supports implementation through brokerage or insurance arrangements.

Lance Prichard is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Caitlin Desoye is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she operates as a real estate finance consultant and serves as an independent insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements and offers specialized services including divorce planning and estate-settlement programs.

Chad Tanguay is a financial advisor with Ameriprise in Dover, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at John Hancock Investment Management for three years and has experience in hospitality and entertainment sectors. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Laura Voigt is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Ameriprise Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Steven Haas is a CFP® with 37 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving at the firm's Seabrook, NH location. Outside of his advisory role, Haas serves on the boards of the Gunn Memorial Library & Museum, the Board of Finance in Washington, CT, and Spring Lake Productions, Inc. Ameriprise provides retirement-income planning services designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Dustin Lockard is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and maintains distinctive roles including commodity pool operator registration and advisory responsibilities for multiple registered investment companies.

Diane Hunt is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 license and has been with Merrill 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 both model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Magoon is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Scott Zimmermann is a financial advisor at Edward Jones in Hampton, NH, with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services supported by a nationwide network of over 23,000 advisors.