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 with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at First Anchor Wealth Management and Waddell & Reed, as well as work with various insurance carriers. She also spent two years at the International Language Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives who use a range of discretionary and non-discretionary strategies.

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 with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Federal Savings Bank. Anderson has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and employer-sponsored financial planning agreements.

Margaret Murray is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2023 and is also affiliated with Northeast Planning Associates, where she has been involved since 2019. Outside of her advisory role, she is a licensed notary public in the State of New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Barrett Costello is a financial advisor with Ameriprise in Portsmouth, NH, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior work includes roles at Stratos Wealth Partners, LPL Financial, and Neuberger Berman. He serves on the Board of Directors for Kiwanis of Taunton and acts as its president. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that focuses on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Robert Rubano is a financial advisor at Equitable Advisors in Portsmouth, NH, holding a Series 66 designation with nine years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at firms including Huntewicke Capital Group, Essex Private Wealth Management, John Hancock/Manulife Asset Management, and Merrill. Outside of his advisory work, Rubano is an ice hockey instructor and rink operator at Phillips Academy Ice Rinks and serves as treasurer for the nonprofit Triton Youth Hockey. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of advisors and third-party program sponsors.

Spike Trueworthy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2021. Prior to this, he worked at Ameriprise Financial Services for 15 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Abednego Nakoma is a financial advisor at Equitable Advisors with the Series 66 designation and no prior industry experience. His work history includes roles outside the financial services sector at organizations such as the International Institute of New England and Natural Air. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, using both proprietary and third-party solutions.

Bethany Goodrich is a CFP® professional with four years of industry experience. She is currently with LPL Financial and previously worked at Cornerstone Financial Planning, LLC and TPS Group. Outside of her advisory role, she is involved in a real estate rental business with a family member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Matthew Becker is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in music as a guitar player with his own company, Live from Matt's House, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing comprehensive financial planning and investment advisory services. The firm employs a structured planning process supported by advanced tools and offers a broad range of financial products and programs.

Brendon Canavan is a CFP® and CFA® with eight years of industry experience. He currently works at Stifel and previously held positions at Columbia Management Investment Distributors, Eaton Vance Management, and Bates College. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Schaeneman Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Sampson is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He is based in Portsmouth, NH. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evan Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Cambridge Investment Research, Cantella & Co., Inc., Northwestern Mutual, and Signator Investors. Miller is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.