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.

Steven Schmitt is a CFP® professional with 24 years of industry experience, currently serving at Raymond James & Associates since 2022. He previously worked at Morgan Stanley Private Bank and Wells Fargo Clearing. Schmitt is also an author, working on a book titled "Capitalizing on Climates," expected to be published in early 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jeffrey Jacobs is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Merrill since 1991 and is also associated with Bank of America, N.A. since 2011. Outside of his advisory role, he owns a sole proprietorship focused on an owner-occupied brownstone investment and serves on the board of Vermont Academy, a private boarding school in Saxtons River, VT. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Charles Salisbury is a financial advisor with Edward Jones in Walpole, NH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Edward Jones since 2017 and previously worked at The Home Depot for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Robert Seaman is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial and previously worked at firms including Cambridge Investment Research, Lincoln Investment, J.P. Morgan Securities, USAA Financial Planning Services, Independent Financial Partners, and Edward Jones. Outside of his advisory role, he is also an independent insurance agent. 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, utilizing both proprietary and third-party investment strategies across various platforms.

Ryan Astley is a financial advisor at Edward Jones in Walpole, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Haakon Construction Services Inc. and Dynamic Yield, a Mastercard Company. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Gretchen Snow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles in education and outdoor recreation, and she operates a part-time tax preparation business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Alexander Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he held roles at firms and organizations including Ragged Mountain, New England Pro Greens and Turf, and Northwestern Mutual. His background also includes experience in outdoor education and hospitality sectors. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Tyler Davis is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Northwestern Mutual and First Command Financial. He also serves in the United States Army National Guard. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Nicholas Celentano is a financial advisor at Edward Jones in Keene, NH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments, Brady Sullivan Properties, and Bean Group. Outside of financial advising, he holds a real estate license in Keene but is not actively prospecting new clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Matthew Fliss is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. He previously worked at Edward Jones for 11 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Elizabeth Newcombe is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Enterprise. Her prior roles include positions at Fidelity Personal and Workplace Advisors, NH Trust/NH Mutual Bancorp, and Infinex Investments. She is a board member of Monadnock Music, a nonprofit organization, and owns a business called Hygge Properties LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products.

Alan Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for 30 years at Peerless Insurance Company/Liberty Mutual Insurance. He serves as a trustee for the Cedarcrest Center for Children with Disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Annie Colombie is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Keene, NH. She has seven years of industry experience, including previous roles outside of finance such as positions at Enterprise Rent-A-Car and Bennington Pottery. Colombie serves as Finance Committee Chair for the Keene Lions Club. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of advisors and branches.

Richard Francis is the sole advisor at Cygnet Investment Co., Inc. in Walpole, NH, with 36 years of industry experience. He has been with Cygnet Investment Company, Inc. since 1985. Cygnet Investment Co., Inc. is an independent, single-advisor firm that provides investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $11.4 million in assets across about ten client relationships, maintaining a concentrated client base with a high advisor-to-client ratio.