Gary Ghigliotti is a financial advisor at UBS Financial Services with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. In addition to his advisory role, he is a co-owner of GS Holdings LLC. 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 and offers a broad range of capital markets and lending services.

William Holland is a Financial Advisor currently affiliated with Merrill Lynch Wealth Management. He has been serving as a financial advisor since April 2019, with experience at Merrill Lynch Wealth Management, Edward Jones, and TD Wealth. His focus areas include assisting individuals transitioning from careers to retirement, small business owners with retirement plans and exit strategies, and retirees managing their assets for longevity and income coordination. Holland integrates long-term planning, tax efficiencies, and personalized goal achievement into his client work. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Holland holds a Master's Degree from the University of St Andrews. Outside of his professional life, he enjoys hiking, music, pickleball, and skiing.

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.

Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2016 and previously worked at York County FCU from 2014 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Black is a CFP® certificant with 27 years of industry experience. He is currently with Charles Schwab and Co., Inc. and Charles Schwab Bank SSB, having joined in 2022. Prior to that, he worked at TD Ameritrade and Scottrade. Outside of his financial advisory role, he is involved with North Shore Partners doing business as Anytime Fitness. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 a combination of non-discretionary advisory services with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Joan Vickery is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2014. Outside of Morgan Stanley, she is a partner in Towle Family Partners Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Shane Merritt is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. for 15 years and has been associated with Unum Insurance Company and Gloucester Marine Railways. Merritt also serves as a trustee for a trust-related entity in Rockport, Massachusetts. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients using a broad planning menu that includes cash-flow, retirement, education, and specialized planning areas. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementing those strategies through the firm’s brokerage or advisory programs.

Allana Hinkley is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2018. Her prior roles include positions at Southern New Hampshire University and Red Robin Gourmet Burgers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using systematic methodologies and oversight of affiliated sub-advisers.

Daniel Thompson is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services Inc and Prime, Buchholz & Associates. Outside of his advisory work, he serves on the board of directors for the Center for Wildlife, where he supports fundraising, business outreach, and event planning. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and client goals.

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.

Stephen Coolidge is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he focuses on developing financial plans that align with clients' priorities and goals, emphasizing personalized strategies based on individual client needs. Prior to his current role, Stephen worked as an Investment Solutions Consultant at Fidelity Investments Life Insurance from 2013 to 2018. His experience spans various aspects of financial consulting, with a focus on investment solutions and executive planning. Stephen values understanding each client's unique situation to provide tailored financial advice. Additional information regarding his education, credentials, personal interests, or community involvement was not provided.

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.

Blake Murray is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and MassMutual Life Insurance Company. Outside of financial services, he spent two years involved with 603 Brewery and has experience in education and family dentistry settings. 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

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 with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS since 2010 and has served in the U.S. Army Reserves since 1973. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

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, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2008. He serves on the Board of Trustees for the Webster at Rye Retirement Facility in Rye, New Hampshire. 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 and discretionary investment guidance using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services on a large scale.