David Poulin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he serves on several nonprofit boards, including Plymouth State University's Presidents Council and the Boch Center, and holds a treasurer position at the Panther Gridiron Club, a charitable organization supporting the Plymouth State University football program. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

Colton Destrampe is a financial advisor with Ameriprise in Portsmouth, NH, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2021 and previously held positions at Bentley University, Shaws Supermarket, and in educational roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides personalized reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Daniel DiCesare is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He works with families in the Seacoast area to develop customized financial plans that help them pursue their goals. Daniel emphasizes understanding each client's unique personal situation to create clear and comprehensive plans tailored to their needs. Daniel has held multiple roles at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Underwriter I at Direct Capital, a division of CIT, from 2015 to 2018, and as a Tax Documentation Specialist at Bank of New York Mellon from 2013 to 2015.

Joanne Knight is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in collaborating with independent women and their families to help them achieve their financial goals. After a 20-year career in international banking serving large multinational corporations in Chicago, London, and Milan, she joined Merrill Lynch in May 2013. Joanne focuses on working with women clients, including women in transition, female executives, and entrepreneurs, providing tailored strategies to grow, preserve, and pass on wealth. Her expertise addresses the unique challenges women face such as longer life spans, interrupted careers, and earnings disparities. Joanne employs a goals-based wealth management approach and works closely with Merrill’s global team of product specialists to deliver personalized financial planning. She combines the service intimacy of a boutique with the resources of a leading financial services firm to help clients plan for active and long retirements. Joanne holds a Bachelor's degree from the University of Illinois and a Master's degree in Finance and Economics from the University of Chicago Booth School of Business. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joanne is involved with organizations such as Arts in Reach, The Seacoast Women's Giving Circle, and Womenaid. In her personal time, she enjoys biking, hiking, tennis, traveling, yoga, and spending time with her family.

Lindsey Polhemus Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Jenny Sideris is a financial advisor with Morgan Stanley in Portsmouth, NH, holding a Series 66 designation and bringing 23 years of industry experience. Her prior roles include nearly two decades at Merrill Lynch, followed by positions at Steward Partners Investment Advisory and Raymond James. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market forecasts.

Paige Inslee is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she supports clients in achieving their financial goals through the Inslee Wealth Management team. The team, founded in 1990 by Chris and Guy Inslee, was one of the first family advisory practices in Northern New England. As the newest generational member of the team, Paige works to maintain a client experience centered on trust, confidence, and advocacy, leveraging resources from Merrill Lynch and Bank of America. Paige began her career as a Financial Advisor in July 2021 after holding several positions at Merrill. She holds her Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Paige graduated with honors from the University of Miami with a Bachelor of Arts in Economics and minors in Psychology and Marketing. She also leads her team's digital outreach and e-communications efforts. Originally from Burlington, Vermont, Paige returned to the New England area after attending a private college preparatory school in Naples, Florida, and spending time living abroad in Prague. She focuses on areas including retirement income, legacy and education planning, LGBT wealth planning, socially responsible investing, and women and wealth. Outside of work, Paige enjoys cooking, music, writing, and yoga.

Rosemarie Kountz is a financial advisor at Edward Jones in Rye, NH, holding Series 63 and Series 66 credentials with 23 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Charles Lazenby is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he performs as a self-employed guitarist in nightclubs on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Cy Kolod is a financial advisor at Edward Jones in Eliot, ME, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at United Parcel Service and the United States Air Force. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Hugh Jencks is a financial advisor with UBS Financial Services in Portsmouth, NH, holding a Series 63 designation and bringing 45 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its platform.

Luke Sotir is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2005. Outside of his advisory role, he serves as a board member and treasurer of Christ Revolution Church. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Paul Kinnaly is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 65 and Series 66 licenses and having 25 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process to help clients develop financial plans, with a range of investment products and services available.

Robert Cummins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, having joined Merrill Lynch in 1994. Robert focuses on wealth management and planning strategies designed to help families grow and preserve their wealth. His expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Robert works closely with clients to understand their current financial situation and future goals, dedicating time to thoughtful questions and careful listening to develop tailored financial strategies. He holds a Bachelor's degree from the University of New Hampshire, where he was also the captain of the basketball team. Robert resides in York, Maine, with his wife, Karen, and their three sons, Chris, Brady, and Ryan. Outside of his professional work, Robert enjoys basketball, golfing, and spending time with his family.

Christopher Johnson is a CFP® designated financial advisor with 19 years of industry experience. He is currently with Cetera and holds leadership roles including Director of Wealth Management at TSWM Advisory Group, which he co-owns, and owner of TSSWMM Financial Group. His career includes prior roles at USAA Financial Advisors and Avantax. Johnson also engages in consulting and speaking activities related to succession and estate planning for auto dealership clients. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Johanna Holecy is a financial advisor at LPL Financial in Portsmouth, NH, holding Series 63 and Series 65 credentials with eight years of industry experience. Her prior roles include positions at First Anchor Wealth Management, Waddell & Reed, and various insurance carriers. She also worked at the International Language Academy for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Elizabeth Burke is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Linsco/Private Ledger from 1994 to 2017. Burke holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Meredith Anderson is a financial advisor at Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at LPL Financial and Federal Savings Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning using firm-approved tools and investment models.

Michael Lebarge is a financial advisor with Osaic Wealth, Inc. in Dover, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Signator Investors, Inc. for 33 years before joining Osaic in 2018. Outside of his advisory role, he operates a vacation cottage rental business and is involved in the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base—including individuals, institutions, and charitable organizations—through a large network of advisers and multiple advisory platforms. The firm employs various portfolio construction tools and offers integrated brokerage and advisory services, with a complex corporate structure and multiple third-party commercial arrangements.

Margaret Murray is a financial advisor with LPL Financial based in Portsmouth, NH. She holds a Series 66 designation and has two years of industry experience. Prior to her current role at LPL Financial, she worked at Northeast Planning Associates and served with New Frontiers Church, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and utilizes research and technology to support both discretionary and non-discretionary portfolio management.