Brian Jonas is a financial advisor with LPL Financial in Laconia, NH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1995. Outside of his advisory role, he is involved in insurance, fixed annuity, and life insurance sales through an independent insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.

Alexis Garside is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Alexis held roles in retail, education, and marketing, including positions at American Eagle Outfitters and Southern New Hampshire University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research alongside quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with distinctive involvement in commodity pool operations and the application of AI-driven research methodologies.

Eugenio Permuy is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

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.

Jennifer Williams is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial. Her prior work includes roles at The Foundry Financial Group, Cambridge Investment Research, Rowell's Services, and Ashton & Company, PA. Outside of her advisory work, she is also a notary and performs bookkeeping services on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms through its extensive network of investment adviser representatives.

Gregory Caulfield is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley since 2009 and concurrently serves at Morgan Stanley Private Bank, National Association since 2015. Caulfield holds a Series 63 designation. Outside of his advisory role, he is a member and co-owner of Tioga Properties, LLC, where he oversees property management operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Justin Rasmusson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing eight years of industry experience. His prior roles include seven years with Fidelity Brokerage Services LLC and one year with Fidelity Investments. Outside of his advisory work, he serves in the Air National Guard. 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 wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various asset classes.

Bonnie Ireland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2006. Ireland also spends part of her time offering and selling life, health, disability, long-term care insurance, and fixed annuities to clients. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.

Mary Gaudet is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2003. In addition to her advisory role, she serves as the acting trustee of an irrevocable trust and operates Gaudet Financial Services LLC, which manages her business-related financial accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs various analytical tools to support client goals, along with specialized programs for municipal finance and employer-sponsored retirement plans.

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.

Timothy Fitzbag is a financial advisor with Ameriprise in Belmont, NH, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Fitzbag owns a retail business specializing in racing collectibles and is active as a digital creator and social media influencer, as well as an amateur runner. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Neeb is a Senior Financial Advisor at Merrill Lynch Wealth Management. Supported by the global resources of Merrill, he is part of a team committed to building strong client relationships based on trust and personalized service. Christopher's role involves creating flexible wealth management strategies tailored to clients' individual goals and changing market conditions. His expertise encompasses college education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. Christopher holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Denver. Christopher follows the Merrill tradition of community participation and spends time volunteering with organizations in the community. In his personal time, he enjoys fishing, golfing, skiing, and spending time with his family.

Robert Decamp is a financial advisor with Morgan Stanley in Gilford, NH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in several real estate-related business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services including investment management, estate planning, and corporate financial planning agreements.

Robert Kennelly is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the Meredith Rotary Club, where he manages funds dedicated to scholarships for local students. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides structured, research-based recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

David Bochichio is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he founded and operated D&M Creative, LLC from 2020 to 2023. He is also involved as a volunteer board member and coach for By, With, and For Autistic Adults, supporting autistic leaders in business and employment. Additionally, Bochichio creates content for a gaming YouTube channel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Lucas Pozzetta is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, previously working at Ally Invest Advisors, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of finance, he was a professional athlete from 2016 to 2018 and has over a decade of involvement with Goodales Bike Shop. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap accounts, money-manager programs, and educational seminars.

Robin Cook is a Planning Consultant at Fidelity Investments, where they provide comprehensive financial planning services, including retirement planning, investment strategies, and income planning. They have been with Fidelity Investments since 2022, holding positions such as Investment Consultant, Central Relationship Manager, High Net Worth Service Associate, and Client Relationship Advocate. Robin holds insurance licenses in Arkansas and California. Outside of work, Robin enjoys fitness, hiking, spending time at the lake, music, outdoor adventures, and running.

Mark Feigelman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Christopher Williams is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Metlife Securities Inc., Mariner, and New England Securities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Reed Wilson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and began his career at Ameriprise Financial Services LLC in 2025. Prior to entering the financial industry, Reed spent several years in educational roles at institutions including Plymouth State University and Burke Mountain Academy. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.