David Twombly is a financial advisor with LPL Financial in West Chesterfield, NH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 14 years at Bay Financial Advisors, Inc., where he provided financial planning and consulting services through his independent advisory firm. 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 model portfolio programs and third-party asset management, supported by a large network of over 22,800 advisors.

Nicholas Du Bois is a CFP® and holds a Series 66 license, currently with Edward Jones in Brattleboro, VT. He has 13 years of industry experience, all with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment options through a large nationwide network of advisors and branch offices.

Michael Brown is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC. Prior to joining Ameriprise in 2026, he worked at MML Investors Services, LLC and MassMutual Life Insurance Co. He also spent seven years at Mountain Sun Community School. In addition to his advisory role, Michael is involved in outside insurance sales focusing on life, disability, long-term care, and fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice supported by proprietary research and algorithmic tools.

Nina Benton is a financial advisor with LPL Enterprise, holding Series 63 and 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Chartered Financial Services, New Providence Financial, and Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and various financial planning and consulting services.

Christopher Wilson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Mass Mutual and Mass Mutual Investors Services since 2020 and 2021, respectively, and previously was employed at Enterprise Holdings. Outside of his advisory role, he engages in buying and selling sports memorabilia through an eBay account. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved software to deliver tailored recommendations without investment discretion.

Olivia Lezcano is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation. She has brief industry experience and previously worked in various roles outside finance, including positions at The Door Shop and Concordia University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Scott Gordon Macey is a financial advisor with Mass Mutual Investors Services in Marlboro, Vermont, holding the CFP® designation and Series 63 and 65 licenses. He has 20 years of industry experience and has worked with MML Investors Services, LLC since 2017 and Mass Mutual Life Insurance Company since 2016. Outside of his financial advisory work, he owns Restless Kind Management, LLC, a music and songwriting business. Mass Mutual 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 supported by proprietary software and educational seminars.

Scot Ward is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Trinity College from 2016 to 2018. Outside of advising, he provides per diem athletic training services in Keene, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Elizabeth Lorenz is a CFP® and Series 66–licensed financial advisor with Edward Jones, based in Keene, NH, with six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Dahle North America Inc and Steward Partners Global Advisory. Outside of her advisory role, she serves as the girls varsity soccer coach for Monadnock Regional School District in Swanzey, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated products, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Keith Mansfield is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at INVEST Financial Corp. for 19 years before joining LPL Financial in 2018. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Ely Thayer is a CFP®-certified financial advisor with 10 years of industry experience, currently practicing at Edward Jones since 2015. Based in Keene, NH, he also serves as the Head Coach for Keene State College's rugby program. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Adam Colombie is a financial advisor at Edward Jones in Keene, NH, with two years of industry experience. He holds a Series 66 designation and has previous work experience at Armor Addict LLC and Abacus Automation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branch offices and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Frederick Hadlow is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Wells Fargo Clearing from 2016 to 2024 and Merrill from 2011 to 2012. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, and special-needs planning, supported by proprietary research and planning tools.

Christopher Stoner is a financial advisor with LPL Financial in West Chesterfield, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 18 years of industry experience, including prior roles at Columbia Management Investment Distributors, Measured Wealth Private Client Group, and Eaton Vance Management. Outside of his advisory work, he is involved with Twombly Wealth Management Group, which includes an insurance agency. 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 financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and proprietary tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Travis Shine is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, including both Ameriprise Financial Services, Inc. and Ameriprise. Outside of his advisory work, Shine serves as treasurer for the First Congregational Church of Newfane, is a board member of the Grace Cottage Foundation, and participates on the investment committee for Hilltop Montessori School’s endowment. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Snow is a financial advisor with Primerica Advisors in Swanzey, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2004. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Andrew George is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the Center for Human Development from 2014 to 2018. He is also a service member in the United States Army Reserve, a role he has held since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Adrian Lezcano is a financial advisor with Edward Jones in Brattleboro, VT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held roles in education and community organizations, including SAU29, Monadnock Coop, and Granite State College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nathan Goodwin is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Citizens Securities, Inc. and Klr Investment Advisors, LLC. In addition to his advisory role, he serves as the Enterprise Operations Director at Premier Planning Group, where he manages daily operations and supports advisor growth and firm efficiency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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, providing both discretionary and non-discretionary portfolio management across multiple platforms.

Nataliya Bergeron is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. She is also a notary public and works as an independent insurance agent in Keene, NH. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across various platforms.