Kristen Madden is a financial advisor at F.L. Putnam Investment Management Co. with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at F.L. Putnam since 2019, following a 14-year tenure at Financial Focus, Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternative investments, with options for sustainable investing and tax-aware rebalancing.

James Barrett V is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Grimes & Company, INC. since 2015 and was previously with Commonwealth Financial Network for one year. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, and it also serves other advisers as a sub-advisor.

Elena Larson is a financial advisor at Simplicity Wealth with nine years of industry experience. She holds a Series 65 credential and has worked at several firms, including Lakes Financial, Sawtooth Solutions, and MHP-Asset Management. In addition to her advisory role, she is a licensed independent insurance agent involved in insurance sales and administration. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, providing advisory as well as technology and operational services to other advisors through a managed account platform.

Tyler Lewis is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Prospera in 2021, he worked at Cetera Advisor Networks and Edward Jones. Outside of his advisory work, he is involved with Reed Wealth Management in a financial advisor capacity. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Nancy Blanchette is a financial advisor at Mariner with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Investment Management and Ameriprise Financial Services. Blanchette is also associated with MSEC, LLC. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by both internal research and third-party managers, with additional offerings in tax integration and employer financial-wellness solutions.

Ellen Molnar is a Certified Financial Planner® with 40 years of industry experience. She has been with Commonwealth Financial Network since 2015. In addition to her advisory role, she is a notary public and conducts fixed insurance sales at her branch. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios and specialized program structures.

Christopher Mack is a CFP®-designated financial advisor with 28 years of industry experience. He has been with Commonwealth Financial Network and has operated Mack Financial Consulting since 2007. His professional activities include fixed insurance sales. 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 hundreds of thousands of individual and institutional clients, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Terri Harbour is a financial advisor with Citizens Securities, Inc. in Laconia, NH, holding a Series 66 designation and 24 years of industry experience. She has been with Citizens Securities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services, with advisory options that include a digital advisory program and managed accounts.

William Reepmeyer is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010, following five years at UBS Financial Services. Outside of his advisory work, he owns and operates a harness horse racing business, managing the buying and selling of horses as well as selecting races, drivers, and trainers. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of investment programs and services with both discretionary and non-discretionary management. The firm combines custody of client assets with broker-dealer and advisory operations, managing a significant portion of advisory assets on a non-discretionary basis.

Genevieve Rowell is a CFP® professional with eight years of industry experience, currently with Citizens Securities, Inc. She has been with Citizens Securities since 2018 and previously worked at CruCon Cruise Outlet for eleven years. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and managed accounts, operating as both a broker-dealer and insurance agency.

Christine Marceau is a financial advisor at Commonwealth Financial Network with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial Distributors and Lincoln Financial Securities Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Brett Walker is a financial advisor with Commonwealth Financial Network in Salisbury, NH, holding a Series 63 designation and 28 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1998. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Brandy Mohan is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. She holds the Series 66 designation and has previously worked at Mill River Wealth Management, Infinex Investments, and Citizens Securities. Outside of her financial career, Mohan has worked as a bartender at The Bob House Restaurant since 2010. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and operates a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Robert Magnacca is a CFP® with 30 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at TIAA-CREF, Edelman Financial Engines, Fidelity, and TD Ameritrade. Outside of advising, he is an author of three books related to financial topics and an adjunct lecturer teaching artificial intelligence at Babson College. He is also a co-founder of an online sales training startup with plans for launch in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Asena Landry is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. Her prior roles include positions at Fidelity Investments and Camden National Bank. Landry is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment programs, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Joseph Di Biasi is a financial advisor with LPL Financial holding a Series 66 credential and 26 years of industry experience. His prior roles include tenures at Woodbury Financial Services, MassMutual Investors Services, Metlife Securities, and Equitable Advisors. 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 institutions. The firm offers a range of financial planning and investment management solutions using both proprietary and third-party strategies.

Kendra Deal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of offerings including financial planning, model portfolio programs, and institutional platforms.

Brendan Casey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years before joining Cambridge in 2017. Outside of his advisory role, he is a partner and independent insurance agent at Aggregate Wealth Strategies and Insurance Advisors and serves as secretary of a BNI networking group. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering multiple portfolio management options, model-based solutions, and access to both proprietary and external strategies.

Brendan Mann is a financial advisor with Ameriprise in Sanbornton, NH, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mann serves as President and CEO of Lakes Region Development, Inc., a company supporting the management and operations of his Ameriprise practice, and he is involved in tax planning and preparation through Velocity Tax Planning. He also volunteers with United Charitable, participating on a committee that reviews nonprofit grant eligibility. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team utilizing research and modeling to generate recommendations that integrate with a client’s broader financial plan.

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.