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 at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2019. Prior to her advisory career, she held various positions in retail and hospitality. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.

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 and holds the Series 66 designation. He is a financial advisor at UBS Financial Services with five years of industry experience. His prior work includes roles at Obra Capital, Sealight Capital LLC, RiverRock Capital Management LLC, Renegade Capital GP, LLC, and Perspecta Trust LLC. He serves on the Board of Directors and the Diocesan Finance Council for the Diocese of Manchester (NH), where he chairs the Investment and Loan Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Arthur Macgregor Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 18 years before joining Cetera and Lighthouse Federal Credit Union in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts.

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 with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and Liberty Mutual Insurance. He also serves on the Newmarket Charter Commission and represents Newmarket on the Lamprey River Advisory Committee, participating in local government activities related to community development and conservation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using firm-approved tools and a structured process, serving clients through direct relationships and employer agreements.

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 at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, leveraging proprietary research and model-based asset allocations to tailor client strategies.

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 CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior experience includes roles at First Anchor Wealth Management and Waddell & Reed, Inc., among others. She is also involved with Associates of Clifton Park in a non-variable insurance capacity. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by research and operational tools.

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.

Jonathan Tudor is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2006. His current role is based in Newmarket, NH. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages several registered investment companies with formal advisory and governance procedures.

David Blake is a Series 66-licensed financial advisor with Ameriprise in Rye, NH, and has 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach combines proprietary investment research and algorithmic tools to deliver written recommendations and ongoing advice focused on retirement income strategies.

Janette Alimi is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.