Daniel Brochu is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1999. Outside of advising, he is involved in sales of investment-related products and referral services for home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Amy Dunn is a financial advisor with RBC Capital Markets in Bedford, NH, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Daniel Morong is a CFP® professional with 29 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Londonderry, NH office. Ameriprise offers a retirement-income planning service geared toward individuals near or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement income plans.

Richard Iannacone is a CFP® with 52 years of industry experience, currently affiliated with RBC Capital Markets since 2008. He holds Series 63 and Series 65 licenses and is based in Nashua, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management. The firm employs tailored investment strategies through a combination of in-house and third-party managers, supported by a broad range of financial planning, custody, and brokerage services.

Marianne Daubert is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate since 2010. Daubert is also involved in fiduciary activities outside her advisory role. Ameriprise serves clients approaching or in retirement with a specialized retirement-income planning service that integrates research, modeling, and tax-efficiency analysis to provide written retirement income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dylan Jann is a Series 66 licensed financial advisor with Morgan Stanley in Manchester, NH, where he has worked since 2019. He has six years of industry experience, including four years at Roger Williams University. Outside of his advisory role, he is the sole proprietor of The Jann Group LLC, a retail and online store business based in Rye, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Cathcart Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include positions at Trinity High School, where he serves as a coach, Infinex Investments, Inc., and VOYA Financial Advisors. Outside of his advisory work, he is involved in coaching sports and fitness at Trinity High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Dustin Ramey is a CFP®-credentialed financial advisor with Edward Jones, serving clients in Raymond, NH. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is a member of the Sanborn Regional School Board in Kingston, NH. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Dennis Chenette is a CFP® professional with 14 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. In addition to his advisory role, he is involved in sales of individual life, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning processes.

Edward Wardle is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is licensed to sell life and health insurance, including long-term care products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization through various managed account programs and supports multiple custodial and legacy platforms.

Colin Mahan is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity-affiliated entities since 2006. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and is noted for its use of AI-driven methodologies and formal advisory roles to registered investment companies.

Tiffany Delisi is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2016, with a two-year period at HarborOne Mortgage, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides planning through annual collaborative engagements using firm-approved analytical tools and offers additional programs including divorce planning, estate settlement, and employer-sponsored planning.

Christopher Moquin is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Baystate Financial. Outside of his advisory work, he is involved as a hockey coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and offers specialized planning programs, including divorce and estate-settlement planning.

Joshua Chabot is a financial advisor with Ameriprise in Amherst, NH, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Outside of his advisory work, he sublets office space as a secondary business activity. Ameriprise is an institutional firm serving individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ financial situations.

Elizabeth Lincoln is a financial advisor at Raymond James & Associates with four years of industry experience. She previously worked at Ameriprise for eleven years. Outside of her advisory role, she engages in pet sitting for friends and family. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Caitlyn Miano is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and previously worked at Raymond James Financial Services and Boston Private Bank and Trust Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Valerie Mc Clendon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Financial Strategies Retirement Partners and Boston Wealth Strategies. She has also worked extensively at Qualified Benefits, Inc. from 1998 to 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Amanda Alksnitis is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 12 years of industry experience and has worked at multiple firms, including Securities America, Inc. and The Patriot Financial Group. Outside of finance, she is co-president of Capitol Region Mothers of Multiples and teaches horseback riding and horse training. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management and comprehensive financial planning through a large network of independent advisors.

Brooke Spicer is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with various Fidelity entities since 2015. Outside of her advisory role, she maintains a travel blog called Travel Babble Repeat where she shares travel experiences. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Madan Thebe is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2016 and Primerica Financial Services since 2014, with earlier experience at Triangle Credit Union and H&R Block. He is also the owner of Madan K. Thebe/Faith Math LLC. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports clients with custodial and trade execution services.