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 one year of industry experience. She holds a Series 66 designation and has worked previously at Jones Lang LaSalle and Oracle. 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 investment strategies and affiliated services under a fiduciary standard.

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.

Wayne Slattery Sr. is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 63 designations. He has 39 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he is involved in insurance sales as a broker focusing on life, disability, long-term care, fixed annuities, and health. 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, annual financial planning engagements utilizing firm-approved analysis tools, with various investment and planning programs tailored to client needs.

Edward Miller is a CFP® with 42 years of industry experience, currently advising clients at Edward Jones since 2009. He is based in Exeter, NH, and holds Series 63 and Series 65 licenses. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Tela Gerber is an Investment Consultant currently working at Fidelity Investments, where she has been employed since 2024. Prior to this role, she served as a Relationship Manager at Fidelity Investments from 2023 to 2024. Before joining Fidelity, Tela worked as a Financial Services Representative at Nationwide from 2021 to 2023. Throughout her career, Tela has focused on collaborating with clients to develop financial plans tailored to their unique needs. She aims to assist clients in making informed decisions to foster confidence in their financial stability and growth. Outside of her professional work, Tela engages in personal interests such as cooking and baking, fitness activities, social events with friends, hiking, and reading.

Robert Streed is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2016, serving clients from Portsmouth, NH. 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 ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Johnson is a Series 66 licensed advisor with LPL Enterprise, based in Dover, NH, and has two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has ongoing employment as a gym attendant at Dover Recreation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio management, third-party asset management arrangements, and access to a range of securities and insurance products via an integrated platform.

Ryan Peters is a Planning Consultant at Fidelity Investments, serving clients in the seacoast area. In this role, he collaborates with clients to develop customized financial plans, focusing on individual goals and helping clients define what success means to them. Ryan has been with Fidelity Investments since 2021, progressing through several roles including Customer Relationship Advocate, Retirement Representative, Central Relationship Manager, and Investment Management Consultant before becoming a Planning Consultant in 2025. His experience encompasses various aspects of client relationship management and investment consulting. Outside of work, Ryan enjoys baseball, camping, concerts, skiing, and soccer.

Samantha Vona is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019, and previously held roles at Royal Alliance Associates, Signator Investors, and Centennial Financial Group. Outside of advising, she is involved in ownership and sales roles at two divorce-related businesses. Mass Mutual Investors Services, LLC 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, comprehensive planning engagements and a range of investment programs.

Jacqueline Pampinella is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience at the firm. Her prior work history includes positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

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.