Christopher Morse is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has experience at Fidelity Investments and Red River. Morse has worked in financial roles since 2017, including six years at AppCast prior to entering the advisory field. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining active and passive approaches, and supports clients with ongoing monitoring and rebalancing.

Jessica Matheson is a financial advisor with CWM, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services, as well as a 15-year tenure at Clark Mortenson Agency - The Hilb Group. She has worked with multiple firms concurrently since 2026, including CWM, LLC, Cetera Wealth Services, and Doyle and Loughman Wealth Management Group. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Brian Doyle is a financial advisor with CWM, LLC in Lebanon, NH, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Wells Fargo Advisors and related entities from 2009 to 2026, and he is currently a principal of Doyle & Loughman Wealth Management Group LLC. He also has ownership interests in investment-related ventures including Birch Point and Doyle Loughman Wealth Management Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of financial planning and retirement services.

Elizabeth Rogers is a financial advisor at Citizens Securities, Inc. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Wells Fargo Clearing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

James Rushton is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services including model portfolio management and customized portfolio management under a fiduciary standard.

Brandon Nero is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the University of Florida. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Nathaniel Fisher is a Series 65-licensed advisor with CWM, LLC and Fisher Financial Advisors LLC, bringing nine years of industry experience. His work history includes roles at Carson Wealth and Brendel & Fisher Financial Advisors, as well as a position at Proctor Academy. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and comprehensive retirement-plan services.

Stephen Loughman is a CFP® professional with 22 years of experience in the financial industry. He is currently affiliated with CWM, LLC and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is a co-owner of Doyle and Loughman Wealth Management Group and fully owns New Boston S Corp, both investment-related ventures based in Lebanon, NH. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of retirement-plan and institutional services.

Louie Gott III is a financial advisor at CWM, LLC with 28 years of industry experience. He holds a Series 65 designation and has worked at ZeroCelsius Wealth Studios, Inc. and operated his own professional tax preparation service. Outside of advisory work, he operates a sole proprietorship providing tax preparation services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary, model-portfolio approach overseen by an in-house Investment Committee.

Philip Mccaull is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and possessing 25 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is a 50% owner of Wheelock Investment Partners LLC, an entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michele Mardanes is a financial advisor with CWM, LLC, holding a Series 66 designation and 24 years of industry experience. Her career includes roles at Doyle and Loughman Wealth Management Group, Wells Fargo Advisors, and Wells Fargo Clearing. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs a discretionary portfolio management approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement-plan services.

Jennifer Wilcox is a Series 65-licensed financial advisor at Mariner with 18 years of industry experience. She previously worked at Taylor, Cottrill, Erickson and Associates, Inc. for five years before joining Mariner Wealth Advisors in 2021. Wilcox is also a partner in Wilcox Cushing LLC, an investment-related business based in New London, NH. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Nancy St Aubin is a financial advisor with CWM, LLC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026 before joining CWM in 2026. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, while emphasizing fiduciary processes and retirement-plan services.

Thomas Robb is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in New London, New Hampshire, where he has worked since 2014. He has 24 years of industry experience. Outside of his advisory role, Robb is involved with Speedway Safety Services, specializing in emergency care and fire suppression at racetracks across New England. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing around $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with periodic strategic reviews.

Joseph Dupree is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at First Citizens Bank and CIT Bank. Before entering the financial industry, he was employed at the Montshire Museum of Science for six years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory and investment management services that include both firm-developed and third-party model strategies.

Jared Colin Petrizzi is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bar Harbor Bank and Trust, Infinex Investments, Inc., Merrill, and Bank of America. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Mitchell Stagnone is a financial advisor with Cetera and holds a Series 66 designation, bringing three years of industry experience. He is a partner at Tyler, Simms and St. Sauveur CPA’s, P.C., a firm providing assurance, tax consulting, compliance, and estate planning services. In addition to his advisory role, he is involved in several business ventures including wealth management and financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms through a large nationwide network of independent advisors.

Tyler Trout is a financial advisor at Fidelity with 3 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Bank of America and Merrill. His prior experience also includes roles outside financial services, such as at the University of Maryland and Columbia Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s model portfolios draw from mutual funds, ETFs, and ETPs, supported by systematic methodologies and oversight of sub-advisers.

Kevin Ryan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Main Street Private Advisors, APW Capital, Purshe Kaplan Sterling Investments, and Insight Private Advisors, LLC. He serves as a board member and volunteer for the Saltbox II Homeowners Association in Vermont. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and model strategies, including proprietary and third-party options, with services tailored to client objectives and incorporates institutional features such as advisor transition support and compliance oversight.

Sheldon Stansfield is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He collaborates closely with clients to develop financial plans tailored to their individual goals, drawing on Merrill's investment insights and leveraging the resources of Bank of America to provide comprehensive banking and lending solutions. Sheldon’s approach integrates a full understanding of each client's financial picture to navigate changing market conditions effectively. With extensive experience in areas such as education planning, family wealth management, legacy planning, socially responsible investing, and tax minimization, Sheldon and The SWP Group offer clients access to a global network of specialists and in-house managed investment portfolios. The group’s collective expertise spans over 60 years, emphasizing integrity and thoughtful leadership to support clients’ long-term financial objectives. Sheldon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Trinity College as well as a High School Diploma from Kimball Union Academy. Outside of his professional role, Sheldon participates actively in community organizations including Kimball Union Academy, Opera North, The Howe Library, and Willing Hands. He also pursues a range of personal interests such as adventure sports, biking, hiking, skiing, ice hockey, music, swimming, tennis, and spending time with his family. Fluent in English and Chinese, Sheldon continues to prioritize building strong client relationships through personalized service and community engagement.