James Barrett V is a CFP®-certified financial advisor with 12 years of industry experience. He has been with Grimes & Company since 2015 and previously worked at Commonwealth Financial Network. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and a range of securities and third-party managers, and also offers trustee services through an affiliated entity.

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 involved in insurance sales and administration. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, providing advisory as well as technology and operational services to other advisors through a managed account platform.

Tyler Lewis is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at Cetera Advisor Networks and Edward Jones. Tyler is also involved with Reed Wealth Management in a financial advisor capacity outside of Prospera. Prospera Financial Services is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through various advisory programs and platforms.

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.

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.

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, following five years at UBS Financial Services. Outside of his advisory work, he owns and operates a harness horse racing business, managing the buying and selling of horses as well as selecting races, drivers, and trainers. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment programs and services with both discretionary and non-discretionary management. The firm combines custody of client assets with broker-dealer and advisory operations, managing a significant portion of advisory assets on a non-discretionary basis.

Robert Magnacca is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. His prior roles include positions at Asvised Assets Groups, GWFS Equities, TIAA-CREF, TD Ameritrade, Edelman Financial Engines, and Fidelity. Outside of his advisory work, he is an author of three books and an adjunct lecturer on artificial intelligence at Babson College. He is also a co-founder of an online sales training initiative, salesforlife.ai. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Asena Landry is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at Fidelity Investments and Camden National Bank. 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 financial planning and investment management services through a large network of advisors and utilizes both proprietary research and third-party strategies.

Joseph Di Biasi is a financial advisor with LPL Financial holding a Series 66 credential and 26 years of industry experience. His prior roles include tenures at Woodbury Financial Services, MassMutual Investors Services, Metlife Securities, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions using both proprietary and third-party strategies.

Richard Driscoll is a financial advisor at OSAIC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Everbank and Securities America Advisors, Inc. Driscoll is also involved in life insurance and annuity sales as part of his other business activities. OSAIC Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party money managers.

Kendra Deal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolio programs, and institutional platforms.

Brendan Casey is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. He has 20 years of industry experience, including nine years at Cambridge Investment Research Advisors and nine years at Lincoln Financial Securities Corporation. Casey is also a partner and independent insurance agent at Aggregate Wealth Strategies and Insurance Advisors and serves as secretary of a local networking group, BNI Concord. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

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 worked at Linsco/Private Ledger Corp. since 1995. Outside of his advisory role, he is involved in insurance, fixed annuity, and life insurance sales through an independent insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.

Alexis Garside is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Alexis worked in various roles including at Kimball's CAV'ern and Southern New Hampshire University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

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.

Karen Stone is a financial advisor at Edward Jones with 15 years of industry experience. She has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of her advisory role, she owns a seasonal rental property managed through a real estate company in Wellfleet, Massachusetts. 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 solutions, supported by a large national network of financial advisors and branch offices.

Daniel Bezanson is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Eugenio Permuy is a financial advisor with UBS Financial Services in Sanbornton, NH, holding Series 66 and Series 63 designations and bringing 27 years of industry experience. He has worked at UBS Financial Services since 2010 and previously held positions at UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

William Slattery Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes long-term roles at Minnesota Mutual and Guardian Life Insurance Co. of America, alongside running his own business, Slattery Inc. He also operates as an independent insurance agent selling life, accident, health, and Medicare-related products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.