Janette Alimi is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entity since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Demarco Jr. is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2014. Outside of his advisory role, he serves on various community boards, including the Kittery Parks Commission and the Portsmouth Co-Ed Softball League, and volunteers as a high school baseball coach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Wren Andre Giddarie is a Senior Financial Advisor with Merrill Lynch Wealth Management. Drawing on over five years of experience as a financial advisor and a prior 15-year career as a big box retail general manager and bank manager, he specializes in providing comprehensive wealth management services. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, retirement income, tax minimization, portfolio management, and small business strategies. Andre’s approach centers on understanding clients’ goals and priorities to design, implement, and regularly review personalized wealth management strategies that align with their long-term objectives. Andre holds a bachelor's degree from Southern New Hampshire University and a high school diploma from Brunswick High School. He has also attended the University of Toledo. His professional credentials include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Licenses and registrations held by Andre cover multiple states and include life, accident, and health insurance as well as FINRA Series 6, 7, 63, and 66 securities registrations. Based in Southern New Hampshire on the seacoast, Andre and his wife have lived there for over 20 years with their two young children. The family enjoys outdoor activities including skiing, canoeing, camping, golfing, dance, and karate. He is actively involved in community service and volunteering, supporting organizations such as the Knights of Columbus—Bishop Brady Council #5093—as well as the Community Food Bank in Hampton, NH, and Habitat for Humanity.

Thomas Boys is a CFP® professional with 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

William Cushing Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Akumina for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Stephen Polhemus is a Series 66-registered financial advisor at UBS Financial Services with eight years of industry experience. He has worked at UBS since 2017, with prior roles at Planet Fitness, Scorpions Bar and Grill, and the Golf Club of New England. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets capabilities. The firm uses proprietary research and model-based allocations to tailor investment strategies to clients’ goals and risk tolerances.

Pamela Moore is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017. Prior to this, she worked at The Hawthorne & The Chatham Motel in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of advisory and consulting services, employing a variety of portfolio management styles supported by affiliated research and an extensive affiliate ecosystem.

Lawrence Day Jr. is a financial advisor at Edward Jones with 34 years of industry experience. He has held his current position since 1991 and holds Series 63 and Series 66 credentials. He serves as a trustee for the James Whalley Museum & Library and is vice president of the Market Wharf II Condo Association in Portsmouth, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Corey Oneil is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as Director of Trust Funding and Administration at Hudkins and ONeil PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and institutional platforms, with advice delivered by a large network of investment adviser representatives.

Zachary Slater is a financial advisor with UBS Financial Services in Portsmouth, NH, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS since 2013. Slater is also designated to act as a trustee on his uncle’s trust in the future. 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 provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment strategies to client goals.

John Tritle is a CFP® and holds a Series 66 license with Ameriprise Financial Services, where he has worked since 2005, including six years as part of the Ameriprise advisory team. He has 24 years of industry experience. Outside of his advisory role, he owns an LLC that manages real estate used by himself and his staff. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm utilizes a combination of investment research, third-party data, and algorithmic tools to provide non-discretionary, personalized retirement recommendations.

Laurence Foss Jr. is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes eight years at Edward Jones and over two decades at Foss Motors Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and advisory solutions using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Ethan Betts is a financial advisor with MassMutual Investors Services in Exeter, NH, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in individual life, fixed annuity, disability income, and long-term care insurance sales. 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 emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including standalone Divorce Planning and estate-settlement services.

Molly Muscari is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at UBS and Morgan Stanley Private Bank, N.A. Outside of her advisory role, she serves as a board member on the Budget Review Committee in Ogunquit, Maine. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research, including simulations and secular return estimates. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nicolas Curtis is a financial advisor with Ameriprise in Hampton, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc, Commonwealth Financial Network, ALPS Distributors Inc., and Pax World Investments. Outside of advising, he owns and operates a Kona ICE food service business. Ameriprise provides retirement-income planning services primarily for high-net-worth individuals, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Chris Kellett is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity since 2004, progressing through various positions including Financial Consultant, Investment Representative, Fixed Income Representative, Investment Solution Representative, and Retirements Representative. With 22 years of experience, Chris partners with individuals and families to develop customized financial plans tailored to their unique goals. His expertise encompasses comprehensive financial guidance supported by a dedicated team of specialists, enabling clients to navigate complex financial areas effectively. Originally from Massachusetts and raised in Maine, Chris now resides in New Hampshire. He holds an AR Insurance License. Outside of work, his interests include beach activities, boating, golf, parenthood, and pets.

Sarah Earwood is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Jones Lang LaSalle and Oracle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 advisors and emphasizes fiduciary standards in its advisory services.

Daniel Regan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes prior roles at NEXT Financial Group, Inc., Enel North America, Banc Of America Investment Services, Inc., Cetera Investment Services Llc, and Merrill. Outside of his advisory duties, he is involved with Regan & Thornton Investment Services, a business related to his LPL activities. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph St Pierre is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His career includes positions at Edward Jones and Ameriprise, as well as a brief period working at Crux Coffee Shop. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning. The firm’s approach combines investment research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Charles MacEachern is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals serving clients in northern Massachusetts, southern Maine, and New Hampshire. He focuses on developing and delivering financial plans tailored to the needs of his clients in these regions. He has been with Fidelity Investments since 1993, holding various positions including Mutual Fund Sales, Premium Services sales and operations roles, Branch Manager, Portfolio Advisory Services-Regional Client Manager, Assistant Branch Manager, and Vice President, Branch Office Manager. His extensive experience within the firm spans sales, operations, team management, and client advisory services. Details regarding his education, credentials, personal interests, and community involvement were not provided.