David Kiley is a financial advisor with LPL Financial in Bedford, NH, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2008 and is a partner at Olbricht Kiley Group, LLC, a CPA firm providing accounting, tax advice, and consulting services. 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, wrap and model portfolio programs, and institutional platforms.

Brendan Furtek is a financial advisor with Cetera in Concord, NH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Bank of New Hampshire and Morrison Nursing Home. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with more than 10,000 advisors managing over $256 billion in assets.

Raymond Halpin is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004, including 11 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner and president of The Halpin Company, which manages bookkeeping, tax filing, and related business operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nora Dube is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for seven years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach includes model-based asset allocations and proprietary research tailored to clients’ goals and risk tolerances.

Heather Bertel is a financial advisor with Morgan Stanley in Manchester, NH. She holds a Series 66 license and has three years of industry experience, including prior roles at Fidelity Investments. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Walter Razzaboni Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2012. He is a member of the finance committee at The Wilson House, a social services charity in East Dorset, VT, which is connected to the founding location of Alcoholics Anonymous. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Thomas Shaughnessy is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations with 46 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. Outside of his advisory role, he is also licensed as a sales agent for individual and group life and health insurance. MassMutual Investors Services 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 to support client goal-setting and strategy development.

Trudi Gosine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Pfs Investments Inc. and Primerica Financial Services since 2002 and has been a State of New Hampshire Notary for 20 years. Her activities include sales of investment-related products and occasional referrals for home security and automation services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates approximately 3,698 financial advisors across about 1,829 offices with roughly $15.5 billion in assets under management.

Douglas Thompson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets, Morgan Stanley, and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Philip Keller is a financial advisor with RBC Capital Markets in Concord, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. Keller serves on the finance committee at St. Joseph's Cathedral in Manchester, NH, and advises on fundraising strategies at The Granite YMCA. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual, institutional, and charitable clients. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Casey Kulshreshtha is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he works as a substitute teacher and teacher assistant with the Goffstown School District. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies and algorithmic support to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Stacey Blodgett is a CFP® professional with 27 years of industry experience, currently serving at Cetera in Concord, NH. Her prior work includes roles at Morgan Stanley and Investors Capital Corp., as well as leadership positions at Globe Wealth Management. Outside of her advisory work, she is a board member of a condominium association and a partner in several business ventures including real estate and an LLC managing forestry payments. Cetera operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a variety of discretionary and non-discretionary investment management and financial planning services.

Kimberly House is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she serves as a board member for the Nature Walk Condo Association in Lebanon, New Hampshire, participating in monthly meetings to help maintain the building and grounds. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional plans.

Robert Boulanger is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. 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 multiple advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Trent Mc Goldrick is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior experience as an independent insurance broker and roles at Aligned Real Estate Partners and Fidelity Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Andrew Batey is a financial advisor at J.P. Morgan Securities in Manchester, NH, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior work includes five years at Citizens Securities before joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research supported by a manager solutions team and includes derivatives and commodities capabilities.

Jared Breault is a financial advisor at UBS Financial Services with 27 years of experience in the industry. He previously worked at Merrill and Bank of America before joining UBS in 2024. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation strategies.

Elizabeth Benoit is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Axiom Advisors LLC, Commonwealth Financial Network, and Lincoln Financial Securities Corporation. Outside of her advisory roles, Benoit provides tax preparation services through Cyndie Barone & Associates and operates multiple independent financial planning and advisory businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Thomas Berry is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Berry serves as chairman of the golf committee and a member of the board of directors at Laconia Golf Club in New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Susan Wheel is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Manchester, New Hampshire. She provides personalized financial guidance to individuals and families, helping them pursue their financial goals through tailored advice across investing, lending, and banking needs. Susan collaborates closely with clients to understand their priorities and create strategies that are designed around their personal and family aspirations. Susan began her financial services career at Fidelity Investments in 2001 before joining Merrill Lynch in 2003 as a Registered Client Associate. Over the years, she has developed expertise in managing complex financial decisions and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her background includes experience in corporate sales management, which has contributed to her client relationship skills. She is involved in community service, including volunteering with Children's Hospital at Dartmouth (CHAD). In her personal time, Susan enjoys activities such as camping, cooking, fishing, horseback riding, interior decorating, painting, swimming, and yoga.