Curtis Barnes is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing collaborative planning processes and firm-approved analytical tools.

Michael Shearin is a CFP® professional with Morgan Stanley in Manchester, NH, holding securities licenses Series 63 and Series 65. He has 33 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney dating back to 2009. Outside of his advisory work, he is involved as a lender in an unrelated business activity based in Westminster, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Fady Iskander is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following four years at Citizens Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of advisory and brokerage services.

Thomas Lynch is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. In addition to his advisory role, he serves on the board of directors for Salem Haven Nursing Home, a nonprofit long-term care facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Thomas Slattery is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

Joshua Wright is a financial advisor at RBC Capital Markets with 26 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves on the board of the Manchester Development Corporation, focusing on economic growth planning and development in Manchester, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm employs tailored investment strategies using a combination of in-house and third-party managers, supported by RBC’s capital markets capabilities.

Adam Diorio is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. since 2010 and Primerica Financial Services since 2008, as well as two years at 3 Phase Line Construction. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Peter Motsis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Derry, NH. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with advisory support from a centralized consulting team.

Amy Bright is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill and Bank of America since 2013. Outside of her advisory role, she is the sole owner of a rental property business based in Savannah, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware investment options.

Thomas Harkins is a Series 66-registered financial advisor with LPL Financial, based in Londonderry, NH. He has eight years of industry experience, including twelve years at Enterprise Holdings LLC prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Brian Lampron is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior career includes long tenure at Commonwealth Financial Network and more recent roles at various Cetera entities and Financial Strategies Retirement Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools and supports advisory programs through a large network of affiliated advisory firms.

Stephen Reilly is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and over 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and committee-based investment estimates in its financial planning process.

Steven Meyer is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Dion is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory work, Scott serves as Vice President of Micromounters of New England, where he helps run meetings and manage club affairs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations using proprietary research and third-party data.

Walter Jezak Jr is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was employed by Mass Mutual Life Insurance Company and Metlife Securities, Inc. Outside of advising, he operates an insurance brokerage specializing in property/casualty, group life, and health insurance, and owns Birchwood Financial Group, Inc., a corporation established for administrative tasks and compensation management. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as ongoing, collaborative relationships using firm-approved software tools.

David Marcou III is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Dav El/Boston Coach, and Granite Telecommunications. Mass Mutual Investors Services 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, with a focus on collaborative, goal-based planning using firm-approved analysis tools.

Derik Paquette is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. His prior work includes roles at SemiGen, Inc and Vishay Ultrasource, as well as multiple positions associated with Northeastern University and Rogers Corporation. He is also an associate with Paquette & Shaw Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through unique affiliations.

Matthew Tylus is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment, Travis Terry & Co, HD Vest Investment Services, Clemons University, and Ameriprise Financial Services Inc. since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Paul Jobin is a CFP® with 25 years of experience in the financial services industry, currently associated with MassMutual Investors Services. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2011 and has prior experience with Colonial Life starting in 2009. Outside of his advisory role, he also works as an independent cycling coach, designing training plans for cyclists. 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, goal-focused planning engagements and a range of investment and educational programs.

Paul Hesse is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior firms include Wells Fargo Clearing, Morgan Stanley, and Ameriprise Financial Services Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.