James Barrett V is a CFP® and holds a Series 66 designation with 12 years of industry experience. He has been with Grimes & Company since 2015. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research and diverse investment strategies, including mutual funds, ETFs, individual securities, and alternative managers, and offers specialized services such as an affiliated private investment vehicle and work for other advisers and governmental clients.

Elena Larson is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds a Series 65 credential and has worked at several firms including Lakes Financial, Sawtooth Solutions, and MHP-Asset Management. In addition to her advisory role, she is a licensed independent insurance agent and provides insurance consulting through DAK Financial Group. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and offers services including financial planning, portfolio management, and retirement plan advisory. The firm uses a fund-of-funds investment approach mainly involving ETFs and mutual funds and provides technology and operational support to other advisers through its managed account platform.

Tyler Lewis is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Prospera in 2021, he was affiliated with Cetera Advisor Networks and Edward Jones. Outside of his advisory role, he is involved with Reed Wealth Management. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and vehicles.

Nancy Blanchette is a financial advisor at Mariner with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Investment Management and Ameriprise Financial Services. Blanchette is also associated with MSEC, LLC. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, with additional offerings in tax integration and employer financial-wellness solutions.

Ellen Molnar is a Certified Financial Planner® with 40 years of industry experience. She has been with Commonwealth Financial Network since 2015. In addition to her advisory role, she is a notary public and conducts fixed insurance sales at her branch. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios and specialized program structures.

Christopher Mack is a CFP®-designated financial advisor with 28 years of industry experience. He has been with Commonwealth Financial Network and has operated Mack Financial Consulting since 2007. His professional activities include fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Terri Harbour is a financial advisor at Citizens Securities, Inc. in Meredith, NH, holding a Series 66 designation with 23 years of industry experience. She has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

William Reepmeyer is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Outside of finance, he owns and manages a harness horse racing business, involving buying and selling horses and selecting races, drivers, and trainers. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment products.

Genevieve Rowell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in North Conway, NH. She has been with Citizens Securities since 2018 and previously worked at CruCon Cruise Outlet for eleven years. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Christine Marceau is a financial advisor at Commonwealth Financial Network with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial Distributors and Lincoln Financial Securities Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Brandy Mohan is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 16 years of industry experience. She has worked at Mill River Wealth Management and Infinex Investments since 2018, and previously at Citizens Securities, Inc. from 2015 to 2018. Outside of finance, she has been involved with The Bob House Restaurant as a bartender since 2010. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary asset management and its dual broker-dealer/adviser status.

Asena Landry is a financial advisor with LPL Financial in Tilton, NH, holding Series 66 and Series 63 licenses and having 11 years of industry experience. She previously worked at Fidelity Investments and Camden National Bank. Landry is also commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Joseph Di Biasi is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and various investment strategies.

Richard Driscoll is a financial advisor at Osaic Wealth, Inc. with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Everbank and Securities America Advisors, Inc. Driscoll is also involved in life insurance and annuity sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios incorporating a wide range of investment products.

Kendra Deal is a financial advisor at LPL Financial in Laconia, NH, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and technology-driven investment strategies.

Brendan Casey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Lincoln Financial Securities Corporation from 2008 to 2017 before joining Cambridge Investment Research Advisors. Casey is also a partner and independent insurance agent with Aggregate Wealth Strategies and Insurance Advisors and serves as secretary of a local networking group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and proprietary models alongside third-party strategies.

Brendan Mann is a financial advisor with Ameriprise in Sanbornton, NH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mann serves as President and CEO of Lakes Region Development, Inc., a company supporting the management and operations of his Ameriprise practice, and he is involved in tax planning and preparation through Velocity Tax Planning. He also volunteers with United Charitable, participating on a committee that reviews nonprofit grant eligibility. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team utilizing research and modeling to generate recommendations that integrate with a client’s broader financial plan.

Brian Jonas is a financial advisor with LPL Financial in Laconia, NH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1995. Outside of his advisory role, he also operates an independent insurance agency focused on fixed and life insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Alexis Garside is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Alexis held roles in retail, education, and marketing, including positions at American Eagle Outfitters and Southern New Hampshire University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research alongside quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with distinctive involvement in commodity pool operations and the application of AI-driven research methodologies.

Kevin Lawlor is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.