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.

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.

William Slattery Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes long-term roles at Minnesota Mutual and Guardian Life Insurance Co. of America, alongside running his own business, Slattery Inc. He also operates as an independent insurance agent selling life, accident, health, and Medicare-related products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Richard Hackett II is a CFP® professional with 31 years of industry experience, currently with Cetera since 2021. His prior roles include a seven-year tenure at Voya Financial Advisors and long-term involvement with Creteau, Hackett, Lachapelle & Associates, LLC. Outside of advising, he is a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

Nicholas Trudel is a financial advisor with Edward Jones in Gilford, NH, holding the CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including six years at Banks Chevrolet prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Rick Creteau is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of advising, he has engaged in fixed insurance sales, including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Michael Fraser II is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2011. Outside of his advisory work, he is the sole proprietor of Phresh Entertainment, where he provides editing and hosting services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Edward Ronan is a CFP® professional with 27 years of experience in the financial services industry. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. He serves as a board member for myWMT, a nonprofit business networking group for wealth management professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various investment management strategies and integrates advanced operational tools while supporting a large network of investment adviser representatives.

Christopher Russell is a financial advisor at Edward Jones in Wolfeboro Falls, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he spent 11 years at Northway Bank. Outside of his advisory role, he coaches 4th-6th grade basketball at the North Conway Community Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.

Jeffrey Mc Guinness is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include four years at Edward Jones and work in education and healthcare settings. He operates his practice under the names McGuinness Wealth Advisor and North Atlantic Investment Partners in Wolfeboro, NH. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary investment consulting and planning supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance activities.

John Creteau is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously with Voya Financial Advisors. Outside of his advisory role, he serves as president of The Spaulding High School Baseball Fan Club, an organization that raises funds for high school baseball programs. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management options and access to third-party money 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.

Brittany Baylor is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she sells produce from her home garden in Middleton, NH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Brian Laing is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant football coach at Kingswood High School in Wolfeboro, NH. 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 offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

John Lachapelle is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2021, he was affiliated with Voya Financial Advisors and has been involved with Creteau, Hackett, Lachapelle Associates LLC since 2001. Outside of his advisory duties, he serves as the committee chair for the Portsmouth Football Golf Tournament and Mark Beaulier Scholarship and is an executive leader and men’s ministry director at Christian Life Church. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services, including access to third-party money managers and customizable investment strategies.

Nicholas Kurtz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare-related roles at Wentworth Douglas Hospital and York Hospital. Outside of finance, he has experience working at Wentworth Institute of Technology, Cochecho Country Club, and Dover High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

Tammy Lavertue is a financial advisor with Ameriprise in Sanbornville, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at LPL Financial for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of her advisory role, she is involved in independent insurance brokering and owns a tax preparation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm provides personalized, research-driven recommendations and combines advisory, brokerage, and insurance solutions through its large institutional platform.

Dana Pelkey is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Pelkey worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, spanning two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, leveraging portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Valerie Alves is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. since 2015. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric De Lorey is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones in Rochester, NH since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.