Kara Nixon is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs to intermediary platforms.

Thomas Frazier is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has six years of industry experience, including prior positions at City National Bank and The Main Street America Group. Outside of his advisory work, he is a part-owner of two farms in Fitzwilliam, NH, involved in oversight capacities. He also serves on the investment committee of a nonprofit elementary school, reviewing its endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory and portfolio management programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and incorporating tax management and responsible investing options.

Mark Vasapolli is a financial advisor with Primerica Advisors in Pepperell, MA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1986. Outside of his advisory role, he is a partner in Vasco Business Solutions, Inc., a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining a tiered wrap-fee structure and oversight of third-party model offerings.

Andrew Gillis is a financial advisor at Edward Jones in Hollis, NH, holding a Series 66 designation with three years of industry experience. His work history includes multiple periods at Edward Jones since 2019, with additional roles outside finance including positions at ProScapes and the Tuscaloosa District Courthouse. 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 strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Angelique Cavallero is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her career at Fidelity includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those for registered investment companies and model portfolios for intermediary platforms.

Michael Jorczak is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various Fidelity entities since 1996. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios based on mutual funds, ETFs, and ETPs.

Dominic Caputo is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Lincoln Financial Securities Corporation and Fidelity, among others. Outside of his advisory work, he is involved with Caputo Financial Group, LLC and has a co-ownership interest in a real estate rental venture in New Hampshire. 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 financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Ronald Troie is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his financial career, he spent ten years at Mechanical Management, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Michael Tenore is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. His prior experience includes roles at Baystate Financial, Modern Auto Sales, DMB Financial, Telefluent, and LGCY Power. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Sara Mc Donough is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and previously worked in logistics and recreational roles. Outside of her advisory work, she coaches vaulting classes and provides horse care and instruction at equestrian facilities in New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment strategies and multiple advisory programs. The firm integrates in-house and third-party managers to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Christopher Moore is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including LPL Financial, Fidelity Brokerage Services, and St. Mary's Bank. Outside of his advisory role, he is a Notary Public in Milford, NH. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Thomas O Malley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at People's Securities, Inc., People's United Advisors, Inc., and Citizens Financial Group Inc. 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 wide range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Miranda Bertram is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, True North Wealth Management, and Benson Wealth Management. She also serves as an administrative assistant at SK Management. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of more than 23,700 financial advisors.

Kevin Cook is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, while also serving as a commodity pool operator and advisor to multiple registered funds.

Elisabeth Larson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She previously worked at Fidelity Investments, where she was employed for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various affiliated investment products and fiduciary advisory services.

Marten Vandervelde is a Series 66 licensed financial advisor at LPL Enterprise with seven years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Vandervelde is also a commissioned Notary Public in the state of New Hampshire. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists while offering financial planning, access to third-party asset managers, and various non-securities services through affiliated entities.

Jason Nero is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 14 years of industry experience, including a decade at Edward Jones prior to joining Raymond James in 2022. Outside of his advisory role, Nero is involved in several business ventures, including ownership interests in storage facilities, an HVAC company, and multiple short-term rental properties managed primarily by family members. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutional and charitable organizations. The firm emphasizes non-discretionary planning and risk profiling, offering tailored recommendations supported by analytical modeling and a broad array of advisory programs.

Alex Petit is a Series 66 licensed financial advisor with Raymond James Financial, where he has worked since 2025. His prior experience includes roles at Hyundai of Keene, William Raveis Mortgage, Cambridge College, and Fidelity Cooperative Bank. He is also associated with The Nero Wealth Group, providing services such as retirement, college savings, and tax planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses a variety of analytical tools to support client goals, with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Anna Highter is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that include both in-house and third-party managers, incorporating options for tax management and responsible investing.

Jessica Guo is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Guo serves as a member of the board of directors for the Winsor School and is a trustee at the Boston Children’s Museum. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.