Christopher Russell is a financial advisor at Edward Jones in Wolfeboro Falls, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he spent 11 years at Northway Bank. Outside of his advisory role, he coaches 4th-6th grade basketball at the North Conway Community Center. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.

Jeffrey Mc Guinness is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include four years at Edward Jones and work in education and healthcare settings. He operates his practice under the names McGuinness Wealth Advisor and North Atlantic Investment Partners in Wolfeboro, NH. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary investment consulting and planning supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance activities.

Brittany Baylor is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she sells produce from her home garden in Middleton, NH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Brian Laing is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant football coach at Kingswood High School in Wolfeboro, NH. 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 offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Keith Britton is a financial advisor with Edward Jones in Moultonborough, NH, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, Britton is involved in the fitness industry as an owner and partner of several fitness businesses, including CrossFit Juggernaut. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm provides a range of advisory and managed account strategies, operating under a fiduciary standard, and supports its clients through a nationwide network of financial advisors and branch offices.

Heather Yetman is a CFP® with 10 years of industry experience, currently with Mass Mutual Investors Services. She has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2020 and previously held positions at Dana Hall School and UBS Financial Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using detailed client information and firm-approved software to deliver written recommendations.

Robert Laux is a financial advisor with Morgan Stanley in Gilford, NH, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Laux serves as a volunteer emergency medical technician and is involved in local governance and nonprofit finance committees in Hebron, New Hampshire. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Joel Arsenault is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at The Foundry Financial Group, Inc. Arsenault serves as a board member for Granite VNA and Granite State Beginnings, and is involved with SCORE Association as a presenter. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary and third-party model strategies across various custody platforms.

Celeste Monaghan is a Series 66-credentialed advisor with 19 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and is the owner of Monaghan Investment Resources LLC. Monaghan also holds roles as a notary public and an independent insurance agent in Moultonborough, NH. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides customizable investment implementations across various platforms and maintains both proprietary and third-party model strategies.

Denise Adorian is a financial advisor with Thrivent Investment Management, holding the Series 66 designation and one year of industry experience. Her prior work includes roles at Life Science Outsourcing, SchaeferRolls, Inc., and Coakley & Hyde, PLLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while keeping services distinct.

Dana Pelkey is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Pelkey worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, spanning two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, leveraging portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance products through affiliated entities.