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.

Elijah Swanson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Giuseppe's Ristorante and Center Harbor Beach. 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 options supported by a large network of financial advisors and branch offices.

Keith Britton is a financial advisor with Edward Jones in Moultonborough, NH, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, Britton is involved in the fitness industry as an owner and partner of several fitness businesses, including CrossFit Juggernaut. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm provides a range of advisory and managed account strategies, operating under a fiduciary standard, and supports its clients through a nationwide network of financial advisors and branch offices.

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.

Jacqueline Taylor is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team.

Jeffery Cossar is a financial advisor at Cetera with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments and Lighthouse Federal Credit Union, among other firms. Outside of his advisory role, he delivers groceries as a Spark driver. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional clients, offering a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Virginia Perkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. She has been with LPL Financial since 1995. Perkins is also a notary public in Northfield, NH, and serves as a co-trustee for her parents’ account. 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 range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Heather Yetman is a CFP® with 10 years of industry experience, currently with Mass Mutual Investors Services. She has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2020 and previously held positions at Dana Hall School and UBS Financial Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using detailed client information and firm-approved software to deliver written recommendations.

Cari Lamontagne is a financial advisor with Edward Jones in Meredith, NH, holding Series 63 and Series 66 licenses and having 27 years of industry experience. She has worked at several firms, including Citizens Securities, Fidelity Brokerage Services, Morgan Stanley, and Wells Fargo Clearing. Outside of her advisory role, she is involved with Live Nation / BankNH Pavilion, where she assists by checking tickets and directing patrons. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Celeste Monaghan is a Series 66-credentialed advisor with 19 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and is the owner of Monaghan Investment Resources LLC. Monaghan also holds roles as a notary public and an independent insurance agent in Moultonborough, NH. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides customizable investment implementations across various platforms and maintains both proprietary and third-party model strategies.

Jillian Verspyck is a Series 66-licensed financial advisor at Merrill with eight years at the firm and seven years of industry experience. Prior to Merrill, she worked at Voya Financial for four years. She serves as a trustee for the P V Trust for Grandchildren in Rumney, New Hampshire. Merrill, along 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, and various institutional investors.

Devon Sullivan is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes positions at 128 Technology and a brief period of unemployment before joining Edward Jones in 2018, where he has worked for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.