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.

Jeffrey Magson is a financial advisor at Ameriprise with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Avantax and 1st Global advisors. Magson is also involved with Certainty of the Uncertainty, LLC, an advisor-owned entity managing his practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing ongoing, tax-aware retirement planning through non-discretionary recommendations developed by a centralized team using proprietary research and external data.

Dan Hughes is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to assist with long-term planning, reviews investment strategies, and helps clients stay on track to work toward their financial goals. He emphasizes understanding each client's unique situation to demonstrate the value of Fidelity and the power of a financial plan. Dan has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Investment Consultant, and Workplace Planning and Advice Consultant. His experience spans client advisory and investment consulting, supporting clients in workplace planning and personalized financial strategies. Outside of work, Dan enjoys baseball, beach activities, hiking, and spending time with his pets. He is also involved in volunteering.

Andrew Camlin is a financial advisor at Cetera with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Ameriprise Financial Services, LPL Financial, and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a large network of independent advisors.

Jennifer Bevins is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2019, following a 12-year tenure at Merrill. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans.

Katie Mc Donald is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, Llc. Katie’s background includes roles outside finance, such as positions at Lululemon and Sheraton Myrtle Beach Convention Center Hotel. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

James Fogarty is a financial advisor at UBS Financial Services with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2010. Fogarty also serves in the U.S. Army Reserves, a role he has held for over five decades. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Anthony Annino is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at UBS Financial Services in Portsmouth, NH. He has held roles at Obra Capital, Sealight Capital LLC, RiverRock Capital Management LLC, Renegade Capital GP, LLC, and Perspecta Trust LLC. Outside of his advisory work, he serves on the Board of Directors and the Diocesan Finance Council for the Diocese of Manchester, where he chairs the Investment and Loan Committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, providing tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Charles Riopel is a financial advisor with Charles Schwab in Portsmouth, NH, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Riopel serves as a member of the board of trustees for the Webster at Rye/Rannie Webster Foundation, which oversees the Webster at Rye retirement facility. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a large client base with integrated advisory, brokerage, custody, and cash-sweep services.

Patrick Reynolds is a financial advisor at Morgan Stanley in Portsmouth, NH, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fidelity Investments and previously spent over a decade at Liberty Mutual Insurance. Reynolds serves on the Newmarket Charter Commission and represents Newmarket on the Lamprey River Advisory Committee, focusing on local government and conservation efforts. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment programs.

Robert Dufour is a ChFC® credentialed financial advisor with 44 years of industry experience. He is currently affiliated with OSAIC and previously worked at Sagepoint Financial, Inc. for 14 years. In addition to his advisory work, he operates an independent insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party investment solutions.

Jane Nelsen is a financial advisor with Morgan Stanley in Portsmouth, NH, holding a Series 66 designation and 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is involved as an owner in a trust-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

John Clark is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Oppenheimer & Co., and John Hancock Investment Management. Outside of finance, he previously operated a business called Killingworth Cooking Company. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs, offering portfolio management, financial planning, and brokerage services.

Andrew Rocco is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including MetLife Securities and Bay State Financial Services. In addition to his advisory role, he is involved in individual life, health, and group health insurance brokerage. Mass Mutual 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 offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools, and a range of programs including wrap accounts, money-manager programs, and educational seminars.

David Cavicchio is a financial advisor with UBS Financial Services, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been with UBS Financial Services since 2009. 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 services, offering a broad range of products and proprietary research to support its clients.

Richard Lyons is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Lyons serves as a board member of the Holocaust and Human Rights Center of Maine. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jason Smith is a financial advisor with Ameriprise in Dover, NH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create these recommendations, emphasizing assets managed within Ameriprise accounts.

Bonnie Staniewicz is a financial advisor with LPL Financial in Portsmouth, NH, holding the CFP® designation and Series 63 and 65 licenses. She has 28 years of industry experience, including previous roles at Waddell & Reed, Inc. and First Anchor Wealth Management, LLC. Additionally, she has been involved with the Richie McFarland Children’s Center and operated a business called Fielder's Keeper, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management.

Louis Athanas is a Series 66 licensed financial advisor at Morgan Stanley with eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to joining Morgan Stanley, he worked at Massachusetts General Hospital from 2014 to 2017. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and scenario modeling.

Catherine Paige is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2024 and previously at Cetera Advisors and Questar Capital Corporation. Outside of her advisory role, Paige volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a wide range of platform arrangements and both discretionary and non-discretionary investment strategies.