Michael Paquette is a CFP® professional with 28 years of industry experience, currently advising at Raymond James Financial Services, Inc. since 2013. He is also a partner at Kiersten Rose Realty Trust, LLC, a real estate brokerage and development firm. Outside of financial advisory, he holds ownership and consulting roles in several small businesses, including a startup and a bookkeeping service. 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 clients. The firm offers tailored, non-discretionary planning and employs analytical tools to inform client decisions, supporting implementation through various advisory programs.

Jonathan Marvin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Cambridge Investment Research Advisors. His career includes prior roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. Marvin serves on the board of YMCA Camp Coniston and acts as a trustee of trust funds for the Town of Bow. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm offers multiple management platforms and proprietary model strategies under the Founders Gate Capital brand.

Eric Ellis is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Ellis serves on the Board of Directors for Make A Wish New Hampshire. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Adam Davidson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 14 years of industry experience. He previously worked at Ameriprise from 2015 to 2023 before joining Raymond James in 2023. Outside of his advisory role, he is involved in accounting and tax services as an officer and partner in two separate CPA-related businesses, Davidson & Sons, Inc. and Davidson & Stone, PLLC. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting.

Iuliana Robinson is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2019 and has been with Bank of America, N.A., in various capacities since 2015. Outside of her advisory role, she serves as a board member of the New Hampshire Women's Foundation and is involved in a family-owned commercial and residential painting business. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Mclaughlin is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at L.M. Kohn & Company and CGI Wealth Management LLC, where he serves as Vice President. His professional activities include retirement and investment planning. Mass Mutual 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 through annual, collaborative client relationships.

Laszlo Hobausz is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves in a successor capacity for a trust in Sunapee, New Hampshire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and the Global Investment Committee’s research to model outcomes, while generally acting in an advisory capacity.

Annette Crnilovic is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1995. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sandra Benard is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2020. She has two years of industry experience and previously held positions outside finance, including roles in education at Weare Middle School and Second Start Alternative High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

John Dolan is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2007, following a tenure at Northeast Planning Associates, Inc. He is also a principal at Wheeler, Ring & Dolan, PC, a CPA firm. 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, model portfolio programs, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Evan Searles is a financial advisor with LPL Financial in Manchester, NH, holding a Series 66 license and one year of industry experience. His prior roles include positions at Portsmouth Gas Light Company, St. Mary's Bank, and Northway Bank. In addition to his advisory work, he is a notary and maintains ongoing employment outside the investment industry. 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 through a large network of representatives, offering multiple investment platforms and tools for both discretionary and non-discretionary account management.

Jonathan Babineau is a Financial Advisor at Merrill Lynch Wealth Management. Born and raised in New Hampshire, he focuses on helping clients and their families navigate various life stages through thoughtful planning, personalized guidance, and financial education. His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, and personal retirement planning. He emphasizes a client-centered approach, assisting clients in understanding the pros and cons of decisions and maintaining discipline to pursue important goals. Jonathan is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Jonathan holds a Bachelor's Degree from Ave Maria University. Outside of his professional work, he is involved with the Ancient Order of Hibernians (AOH) and the Knights of Columbus. His personal interests include cooking, fishing, golfing, hiking, music, spending time with family, and woodworking.

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.

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.

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.

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.