Irina Hultin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, she held positions at KPF Global and Allied Telesis. 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 strategies supported by a nationwide network of more than 23,700 advisors.

Luz Sandoval Kettle is a financial advisor with Cetera holding a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Lighthouse Credit Union and Visions Federal Credit Union, as well as experience as a cultural care au pair. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform approach.

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.

Emily French is a financial advisor at Edward Jones in Hampstead, NH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she worked for twelve years at HPMS Inc., The Therapy Connection, an online medical supply retailer, where she performed data entry and customer service duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices across the United States.

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 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and is part of Bank of America’s broader corporate platform, providing access to a wide range of financial products and services.

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.

Douglas Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held prior roles at APW Capital, Sunpointe Investments, and Wells Fargo Advisors. Outside of his advisory work, he is a part owner and art dealer at New Hampshire Fine Art LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Kimberly Jones is a financial advisor at Ameriprise with a Series 66 designation. She has prior experience at John Hancock from 2008 to 2021 and Optum from 2021 to 2024. Jones joined Ameriprise in 2024. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Frank Depeters is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with several firms including Metropolitan Life Insurance Co and The Patriot Financial Group. He is also the owner of Comprehensive Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of over 10,000 advisors and manages over $256 billion in assets.

Mc Keea Fields is a financial advisor at LPL Financial with five years of industry experience. She has previously worked at firms including Morgan Stanley, Merrill, and Service Credit Union. Fields holds a Series 66 designation and is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Elisabeth Haynes is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at Lyons National Bank, LPL Financial, and a period as a homemaker. Elisabeth also serves as a trustee for a trust in Portsmouth, New Hampshire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

Tucker Ford is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Guggenheim Partners and service in the United States Navy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Darin Pope is a CFP® and CFA® with 29 years of industry experience. He is currently with Stifel in Portsmouth, NH, having joined the firm in 2025. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, FSIC, Securities America Inc., and United Atlantic Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Rob Andreasse is a Financial Consultant at Fidelity Investments. He collaborates with individuals and families from various financial backgrounds to co-create personalized financial plans that clients feel comfortable and confident in. Rob has been with Fidelity Investments since 2021, holding roles including High Net Worth Associate, Financial Representative, Investment Consultant, and currently Financial Consultant. His experience spans multiple facets of financial advisory within the firm. Outside of his professional responsibilities, Rob engages in social activities with friends and participates in recreational interests such as golf, running, and spending time by the lake.