Jordan Leibovici is a financial advisor with Fidelity Investments in Nashua, NH. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Hatherly Country Club, Qualitas Dental Partners, and Cohasset Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, supported by regulatory registrations and formal advisory roles to multiple registered investment companies.

Andrew Petralia is a financial advisor at OSAIC with seven years of industry experience. His prior work includes roles at Fidelity Investments, Putnam Investments, Lyft, and Uber. Outside of advising, he has worked as an independent contractor providing rideshare services for Lyft and Uber. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory programs supported by a model-based investment approach and multi-advisor platform.

Courtney Shane is a financial advisor with Morgan Stanley in Windham, NH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by advanced analytical tools and models.

Michaela Scott is a financial advisor at Osaic with 17 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining Osaic in 2018, she worked at Jhfn Sii for nine years. Scott is also the founder of The Strategic Retirement Benefits Group, LLC, and serves as co-chair of the Saint Anselm College Economics and Business Advisor Council as well as president of the American College of Financial Services Alumni Council. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Michael Welch is a financial advisor with Primerica Advisors in Londonderry, NH. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at PFS Investments Inc., Enterprise Bank, and Granite State Credit Union. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services.

Keith Mc Ewen is a financial advisor at RBC Capital Markets in Nashua, NH, holding a Series 66 designation with six years of industry experience. He previously worked at State Street Bank & Trust and Olympia Moving and Storage. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile and implemented through a combination of in-house and third-party managers.

Daniel Campagna is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1992. Outside of investment advisory, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a discretionary wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers, operating at scale with approximately $15.5 billion in assets under management.

Rebecca Thompson is a Planning Consultant at Fidelity Investments, where she currently works with clients to understand their personal and financial priorities and co-create comprehensive plans aimed at building confidence in their financial futures. She has been with Fidelity Investments since 2023 and has progressed through a series of roles within the workplace planning division, including Workplace Planning Associate, Workplace Planning Consultant I, II, and III before assuming her current position. Throughout her tenure at Fidelity Investments, Rebecca has developed experience in financial planning and client consultation. Specific areas of expertise are not detailed in the available information. Educational background and personal interests or community involvement have not been provided.

David Shuker is a financial advisor with Primerica Advisors in Nashua, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors since 1993 and served in the Timberlane Regional School District for 21 years. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Cody Ball is a financial advisor with Charles Schwab based in Bedford, NH. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments. Before entering the financial services industry, his background includes work in education and fitness-related fields. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines a primarily non-discretionary advisory model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and formal alternative investment programs.

Mark Wheeler is a financial advisor with Primerica Advisors in Nashua, NH. He holds Series 63 and Series 65 credentials and has four years of industry experience. Wheeler has worked with Primerica Advisors and Primerica Financial Services since 2019 and is also an independent consultant at Bravura Partners LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Michael Cascini is a financial advisor with Primerica Advisors in Hudson, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Cascini serves on the financial review board of Crossway Christian Church, where he oversees the organization's checks and balances process. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Mark Bossi is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior roles include positions at Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he serves as treasurer for the Chelmsford Historical Society. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing various program options and access to both affiliated and unaffiliated managers.

Jim Akatyszewski is the Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop personalized wealth plans aligned with their financial goals, building adaptable financial plans that meet evolving family needs. Jim has been with Fidelity Investments since 2012, progressing through roles including Financial Representative II, Workplace Planning And Guidance I and II, Investment Consultant, and Financial Consultant before assuming his current position in 2023. His experience spans a range of financial planning and consulting services within the firm. Outside of his professional work, Jim enjoys outdoor activities such as biking, camping, fishing, hiking, and spending time at the lake.

Emily French is a financial advisor at Edward Jones in Hampstead, NH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she worked for twelve years at HPMS Inc., The Therapy Connection, an online medical supply retailer, where she performed data entry and customer service duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices across the United States.

Steven Balloch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 22 years of industry experience. He has worked at OSAIC since 2018 and previously spent 15 years at S.I.I. In addition to his advisory role, he is a founding partner of Pointes North Wealth Management, where he is involved in the sale of fixed insurance products and serves as a New Hampshire Notary Public. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various strategies and third-party managers.

David Lafferty is a CFA® charterholder with 28 years of industry experience. He has worked at Charles Schwab since 2020 and previously spent 16 years at Cdc Ixis Asset Management Distributors, Lp. He holds a Series 63 license and is based in Windham, NH. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research and alternative investment offerings.

Katrina Quispe is a financial advisor with Ameriprise in Bedford, NH, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior work includes roles at Fidelity Investments and Edward Jones Investments. Outside of finance, she occasionally serves as a substitute cantor at Ste. Marie Parish and may perform at weddings there. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written plans and ongoing advice focused on retirement income strategies.

Brian Magoon is a financial advisor at Edward Jones with 24 years of industry experience. He holds the CFP® designation and the Series 66 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Jakob Zylak is a CFP® and ChFC® with eight years of experience in financial advising, currently with Ameriprise Financial Services, LLC since 2020. His prior roles include work at Ameriprise Financial Services, Inc. and community involvement with New Hampshire Job Corps, as well as collegiate residential life and soccer refereeing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware withdrawal strategies. The firm’s retirement income service features a centralized team support model and incorporates proprietary research and third-party data within a defined investment framework.