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.

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.

Barbara Roland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 36 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously spent seven years at Lincoln Investment. In addition to her advisory work, Roland volunteers with Elm City Church and participates on the Nelson Broadband Expansion Ad Hoc Committee. She is also involved in educating others about budgeting and financial goals. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals. The firm employs a range of investment approaches, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.

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.

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® with five years of industry experience, currently serving as a financial advisor at Edward Jones in Keene, NH. Her prior work includes roles at Dahle North America Inc and Steward Partners Global Advisory. Outside of her advisory work, she coaches girls varsity soccer for the Monadnock Regional School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, notable for its large national network of advisors and branch offices.

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.

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.

Daniel Chabott Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Cetera Advisors LLC and has owned Clear Sailing Investment Group since 2009. Outside of advisory work, he owns real estate ventures including TC Legacy LLC. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

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.

Ashley Concha Vera is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was employed at Fresenius Medical Care and Crotched Mountain Rehab. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Frederick Hadlow is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Wells Fargo entities since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored recommendations for clients.

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.

Evelyn Jordan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and Edward Jones. Outside of finance, she is co-owner and social media manager of Grappellis Pizza in Peterborough, NH. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a wide range of investment advisory solutions supported by a large network of advisors and branch offices nationwide.

Jordyn Lynds is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to Edward Jones, Jordyn worked at HUB International and ICNE. Outside of financial advising, Jordyn is involved with the Henry Heywood Memorial Hospital as a resident leader focused on healthy food access, social inclusion, and economic empowerment, and is the owner of Winchendon Woods Farm, where they manage animal care and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports these services with a large network of financial advisors and branch offices nationwide.

Jacqueline Lundsted Lyons is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and previously worked at MacDowell for eight years. Outside of her advisory role, she is involved as staff for horse shows with the New Hampshire Hunter Jumper Association and Friendship Field Farm LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies and a combination of in-house and third-party managers to meet client needs.

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.