Laura Rutkiewicz is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2011, totaling 15 years at the firm. Rutkiewicz serves as a trustee on the board of The Fred Harris Daniels Foundation, a nonprofit organization based in Worcester, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Caitlyn Lessard is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Prime Buchholz LLC and GMO LLC. Caitlyn is also commissioned as a notary 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided through a large network of investment adviser representatives.

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.

Aaron Hobart is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Fidelity Investments, Merrill, J.P. Morgan Securities, and Ameriprise. Outside of finance, he is a co-owner and musician with Matty and the Penders LLC in Northwood, NH. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Irene Bowen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has worked at Edward Jones since 2018, with prior experience in dental office administration. Bowen serves on the committee planning a fundraising dinner for Seacoast Christian School in South Berwick, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Helena Mahoney is a CFP® with 18 years of industry experience, currently advising at LPL Financial since 2021. Her prior roles include work with Blue Granite Financial, Inc., Lisa Dale, and Waddell & Reed. 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, and institutional platforms, with investment strategies that incorporate discretionary and non-discretionary management.

Katherine Griffin is a Series 66-licensed financial advisor with 25 years of industry experience. She is currently with LPL Financial, where she has worked since 2021. Her prior experience includes roles at Waddell & Reed, Andrea Riley Arnesen-Amerprise Financial, Helena Mahoney, and various insurance carriers. 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 a range of advisory and brokerage services supported by a large network of advisors and a broad platform that includes financial planning, model portfolios, and institutional programs.

Michelle Lane is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at TIAA-CREF from 2016 to 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it is noted for its registration as a commodity pool operator and use of algorithmic and AI-driven research in portfolio management.

Daniel Payson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he has investment-related interests in multi-family real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Trowbridge is a financial advisor at Edward Jones in Dover, NH, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Outside of his advisory role, he is a director of Trowbridge Group, LLC, a private estate interests business. Edward Jones is a full-service wealth management firm serving 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 with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Jacob Cormier is a financial advisor with Edward Jones in Somersworth, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Portsmouth Naval Shipyard for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Norine Lima is a CFP® professional with seven years of experience, currently serving as a Wealth Advisor at J.P. Morgan Securities. She previously worked at Citizens Securities, Inc. and CITIZENS Bank. Outside of her advisory role, she operates a small home-based business selling custom-designed gifts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking investment approach and includes derivatives and commodities capabilities.

Henry Purple is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in various other fields, including creative studios and community cemetery services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on financial planning, third-party asset management access, and affiliated insurance and trust services.

Ian Oneail is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bangor Savings Bank, First Seacoast Bank, Northwestern Mutual Life Insurance Company, and Citizens Bank. 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 under management through a large nationwide network of financial advisors and branch offices, offering a variety of advisory programs and investment strategies under a fiduciary standard.

Paula Baxley is a financial advisor with J.P. Morgan Securities in Portsmouth, NH, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Bank of America, Merrill, Flynn Restaurant Group LLC, and Royal Administration Services. She has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Gunnar Tache is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles in property management, technology research, and various positions in different sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Justin Cate is a financial advisor with Edward Jones in Somersworth, NH. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he was involved in several businesses, including Vida Cantina LLC and Boardwalk Cafe and Pub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and operates a large national network of advisors, offering a variety of advisory and investment strategies under a fiduciary standard.

Kirk Miller is a financial advisor with LPL Financial in Rochester, NH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior positions include roles at Ameriprise Financial Services, RBC Capital Markets, and Citigroup Global Markets. He is also involved in insurance sales. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and alternative investment options.

Jessica Jourdain is a financial advisor at Edward Jones with 23 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she works as a Walmart Spark driver, making grocery deliveries in Sanford, ME. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Albert Basse IV is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Wellington Management Company LLP and running his own firm, Albert Basse Associates Inc. He is the founder and president of The Oliver Ames Rugby Booster Club Incorporated, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, and institutional clients, utilizing model-driven investment strategies and access to third-party asset managers.