Edward Long is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by a structured discovery process and advanced planning tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning through both direct and employer-related agreements.

Jessica Moore is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Elise Kesseli is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and having two years of experience in the industry. Prior to her current role, she worked at Brayton Energy for seven years. She is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, providing advisory services mainly through model-delivery strategies created by third-party asset managers.

Richard Hagala is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as positions outside the financial sector at Lyft and Student Transportation of America. He is involved in sales of investment-related products and referrals for home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.

Khadijah Cisse is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of finance, she is a self-employed part-time midwife. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by custodial services from Pershing.

Julie Hagala is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and having five years of industry experience. Her career includes roles with Primerica Financial Services, PFS Investments Inc., and Scott Dutton. She also serves as a part-time office manager and is a non-compensated notary public. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Julianne Wolfe is a financial advisor with Ameriprise in New London, NH, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in screenwriting and has authored and sold screenplays. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Timothy Sumner is a financial advisor at Stifel with 22 years of industry experience. His background includes roles at Lloyds Securities, CTR Capital, Infinex Investments, and Ledyard National Bank. He holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary methodologies from its Investment Strategy Group.

Lucas Pozzetta is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Ally Invest Advisors, Ameriprise Financial Services, and FIDELITY Brokerage Services. Before his financial career, he was a professional athlete for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Adam Audet is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 14 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2021, and was previously with Lincoln Financial Securities Corporation beginning in 2015. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides a range of management platforms, proprietary model strategies, and access to third-party advisers.

Hunter Edwards is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Globe Wealth Management for five years and has a Series 66 designation. Outside of his advisory role, he is involved with Lakes Region Development. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Evan Roberts is the Resident Director of the Hanover, NH office for Merrill Lynch Wealth Management, a position he has held since 2024. He joined Merrill Lynch in 2015, following over four years at another leading financial institution. In his current role, Evan supports his peers in growing and maintaining their practices. He specializes in assisting clients with goals-based investment management and comprehensive financial strategies that address complex wealth management needs, including cashflow planning, compensation guidance, managing concentrated stock, preparing for liquidity events, and planning for retirement income and wealth preservation. Evan's experience extends to helping families determine when they have achieved 'work optional' status and advising on sustainable spending strategies to prevent running out of funds in retirement. He also focuses on designing strategies for preserving wealth and transferring it to future generations, especially in the Upper Valley area. Evan holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He grew up on a dairy farm in Cornwall, Vermont, and graduated from Kimball Union Academy in Meriden, NH. Evan earned a bachelor's degree in Finance with double minors in Marketing and Environmental Science from Bryant University. Outside of work, he enjoys hiking, golf, tennis, lacrosse, ice hockey, and skiing. Evan serves as a guest lecturer for OSHER at Dartmouth and volunteers with the Ausbon Sargent Land Preservation Trust in New London, NH, where he lives with his wife, Sarah, and their two daughters.

Erin Bacon is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and is based in Hillsborough, NH. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

William Sullivan is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliates since 2005. Sullivan serves as Chairman and Trustee of the Trust Fund for the Town of Charlestown, NH. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Kate Field is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2015. Outside of her advisory role, she is employed at TJ Maxx and Speedway Motorsports in positions unrelated to finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Galen Nichols is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Nichols serves as Membership Chair for the CoPoCo Swim and Tennis Club in Concord, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Trudi Gosine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Pfs Investments Inc. and Primerica Financial Services since 2002 and has been a State of New Hampshire Notary for 20 years. Her activities include sales of investment-related products and occasional referrals for home security and automation services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates approximately 3,698 financial advisors across about 1,829 offices with roughly $15.5 billion in assets under management.

Mark Hammond is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2009. Mark is a member of the Rotary Club of New London, where he serves on the Scholarship Committee and assists with digitizing the scholarship process. Stifel serves a diverse client base including individual, institutional, and charitable organizations, offering brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Larry Epstein is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Valley Financial Group, LLC for six years and has been with Raymond James since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs detailed analytical tools to tailor non-discretionary planning and consulting to client goals and supports its offerings with specialized programs in municipal finance and retirement plan advisory services.

Gregory Kerr is a financial advisor at Stifel with 19 years of industry experience, holding Series 65 and Series 66 licenses. He has worked at Stifel Nicolaus & Co Inc since 2008 and spent one year at Banc of America Investment Services, Inc. Prior to his advisory role, he has served as president of the Hopkinton Youth Sports Association, coordinating youth sports activities in his community. Stifel serves a broad client base, including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm offers fee-based financial planning and utilizes capital market assumptions and probabilistic modeling to guide asset allocation and retirement planning.