Owen Lavery is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing a graphic design business and serves on the board of directors for the Granite YMCA. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to deliver tailored retirement income recommendations.

James Fergola is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at OSAIC and Signator Investors, Inc. Since 2012, he has served as treasurer for Saggahew Lodge A.F. & A.M., a volunteer organization, managing banking and investment accounts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Erin Crossley is a financial advisor at Charles Schwab with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America before joining Charles Schwab in 2024. Outside of her advisory role, she serves on the executive board and volunteers as a coordinator for the Polaris Educational Foundation. 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, combining non-discretionary advice with access to discretionary separately managed accounts and a range of investment options.

Dennis Carr is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds a Series 66 designation. Prior to joining MassMutual, Carr worked at Massachusetts General Hospital and Rivier University. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing planning engagements using firm-approved software and educational seminars.

Tyler Lavoie is a ChFC® and Series 66 licensed advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked at Edward Jones for six years. Outside of his advisory role, he writes and illustrates children’s books and is the CEO of Lavoie Financial LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by extensive research and a broad affiliate network.

Laura Ellum is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Hodges Development Corporation for eleven years. She serves as a board member of the Portsmouth Maritime Folk Festival, participating in committees focused on art, culture, and education. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, serving clients through a wide range of financial programs.

Patricia Clark is a Series 66-licensed financial advisor with Morgan Stanley in Manchester, NH, with 10 years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Leah Bartley is a Financial Advisor at Merrill Lynch Wealth Management. She brings over two decades of experience in investment and financial planning, specializing in areas such as retirement planning, executive compensation, family wealth management, philanthropic planning, and socially responsible investing. Leah works closely with her clients to develop personalized strategies that align with their unique financial goals and priorities. She holds multiple professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Chartered Retirement Plans Specialist (CRPS), among others. These credentials reflect her expertise in retirement income strategies, employer-sponsored retirement plans, asset allocation, risk management, and tax-efficient investing. Leah has also completed graduate-level training in long-term care and special needs planning. Beyond her professional role, Leah is committed to community service, exemplified by her receipt of the Presidential Volunteer Service Award. She also dedicates time to rescuing and caring for feral cats. Leah's personal experiences, including caring for her aging parents, inform her compassionate approach to financial planning.

Colby Steinfeld is a financial advisor at Fidelity with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Keenan Financial and held a support staff position at Weston Golf Club. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to registered investment companies and use of systematic methodologies in building model portfolios.

Cassandra Fulton is a financial advisor with Ameriprise Financial Services in Bedford, NH. She holds a Series 63 designation and has 18 years of industry experience, including a long tenure at Fidelity Investments. Her prior roles include one year at Ameriprise and a recent position at Rise Private Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, supported by a centralized service team and proprietary investment research tools.

Mary Laase is a Series 66-registered financial advisor with Fidelity, bringing eight years of industry experience. Her prior roles include positions at Bankers Life and Bankers Life Securities Inc. She serves as secretary for the East Alton Meeting House Society, a nonprofit focused on building preservation. Mary works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across its model portfolios.

Philip Pleat is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Merrill since 1980 and has been with Bank of America, NA since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s broader corporate platform, providing access to diverse products and services.

Sarah Fitzwater is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has progressed through various roles within the company, starting as an Investment Solutions Representative I in 2021 and advancing to her current position. Her experience encompasses multiple levels of investment solutions representation, providing her with a comprehensive understanding of financial planning and client relations. Sarah holds insurance licenses in Arkansas and California, supporting her ability to address diverse client needs. Outside of her professional work, Sarah enjoys outdoor activities such as camping, gardening, hiking, kayaking, and traveling.

James Basiliere is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2017 and previously spent one year at Elon University. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and tax-aware withdrawal strategies to provide tailored recommendations.

Andie King is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she held various roles in retail and public sectors, including positions at Macy's, ULTA Beauty, and the City of Manchester. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios built from mutual funds, ETFs, and ETPs.

Thomas Donahue is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held roles at Techtronic Industries Ltd. and worked in education at Providence College and Ithaca College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Katelyn Sanderson is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Robert Russamano is a financial advisor with Wells Fargo Advisors in Bedford, NH, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, he holds a 10% ownership interest in Silver Stone Investment Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad range of offerings, including retirement, education, and niche planning areas. The firm supports advisors with proprietary research and planning tools while allowing clients flexibility in implementing recommendations.

Drew Fetzner is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 66 designation and has been associated with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC, where he operates, 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 use of systematic methodologies, AI-driven research, and advisory roles with multiple registered investment companies.

Alexandre Daccord is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience at The Greatness Labs and Daccer Designs. Outside of finance, he was involved with Stop It Goaltending, a youth sports training organization, for ten years. 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 to manage a range of investment products, including model portfolios delivered to intermediary platforms.