Daniel Bezanson is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Theresa Huntley is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with RBC Capital Markets since 2009. Huntley serves on the board of the Jumpstart Coalition in New Hampshire, which promotes financial literacy among young adults. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individuals, institutions, and charitable organizations, offering tailored investment strategies through a combination of in-house and third-party managers. The firm provides a range of advisory and brokerage services designed to meet various client needs.

Jennifer Elliott is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party investment managers.

Randall Briolat Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Portsmouth Naval Shipyard. Outside of his advisory role, he owns a short-term rental property in Bethel, Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tiffany Day is a financial advisor at Edward Jones in Concord, NH, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shaun Sullivan is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to that, he held positions at Putnam Investments, Stewart Partners Global Advisory, Raymond James, and was involved in an unrelated food and spirits business where he assisted in restaurant service during his partner’s pregnancy. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Bono III is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked with multiple entities within the Cetera network since 2024 and is also involved with Millerick Associates and Joseph C. Gallant as a financial professional. Prior to his financial advisory career, he held positions at the Department of Conservation & Recreation and engaged in other roles while completing his education. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

John Davidson is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2023. Prior to that, he spent eight years at Ameriprise and concurrently operates in leadership roles within accounting firms, serving as president and CEO of Davidson & Sons, Inc. and Davidson & Stone, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, supporting implementation through its advisory programs and other providers.

Jason Belyea is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and Citizens Securities. He is also involved in fixed and life insurance through the Bank of New Hampshire and JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jared Manning is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Fidelity Investments and has a varied background including roles in both financial services and other industries. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of platforms and proprietary model strategies and operates through a large network of financial professionals managing a multi-billion dollar asset base.

Christopher Gelinas is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple entities, including Globe Wealth Management and Cetera Advisors LLC. Outside of advising, he serves as a research assistant at Globe Wealth Management, supporting representatives in delivering financial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a broad range of investment options and custodial relationships.

Matthew Lessard is a financial advisor at RBC Capital Markets with 37 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Thomas Mc Williams is a financial advisor with Primerica Advisors in Webster, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Outside of advisory roles, he is involved in sales of loan products and home-related services referrals through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Samuel Barker is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and algorithmic methods.

Pieter Hollenberg is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Regional Advisory Board of the New Hampshire Charitable Foundation and holds a position on the Board of Directors for the Rotary Club of Concord as well as the Capitol Center for the Arts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management through a combination of in-house and third-party resources.

Emily Hoffman is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Concord Family Vision, PLLC, Visionworks, and the University of Massachusetts Amherst. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Douglas Bohlman is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2010. Outside of his advisory role, Bohlman serves on the board of directors for the Krempels Center, a facility supporting individuals recovering from brain injuries, and holds leadership positions with the Rotary Club of Concord, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, utilizing a range of in-house and third-party investment resources.

Addison Vigars is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, he worked at Infinex Investments and First Seacoast Bank, among other financial institutions. He also serves as an Assistant Vice President at First Seacoast Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party investment managers.

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

Katherine Fratone is a financial advisor with LPL Financial, holding a Series 65 credential and one year of industry experience. Her prior work includes two years at Valpey Financial Services and six years at Raymond James. Outside of her advisory role, she is involved part-time in administrative work for Celtic Adjusting Services, an auto claims business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.