Edward Miller is a CFP® with 42 years of industry experience, currently advising clients at Edward Jones since 2009. He is based in Exeter, NH, and holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Tela Gerber is an Investment Consultant currently working at Fidelity Investments, where she has been employed since 2024. Prior to this role, she served as a Relationship Manager at Fidelity Investments from 2023 to 2024. Before joining Fidelity, Tela worked as a Financial Services Representative at Nationwide from 2021 to 2023. Throughout her career, Tela has focused on collaborating with clients to develop financial plans tailored to their unique needs. She aims to assist clients in making informed decisions to foster confidence in their financial stability and growth. Outside of her professional work, Tela engages in personal interests such as cooking and baking, fitness activities, social events with friends, hiking, and reading.

Robert Streed is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2016, serving clients from Portsmouth, NH. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Johnson is a Series 66 licensed advisor with LPL Enterprise, based in Dover, NH, and has two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has ongoing employment as a gym attendant at Dover Recreation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio management, third-party asset management arrangements, and access to a range of securities and insurance products via an integrated platform.

Ryan Peters is a Planning Consultant at Fidelity Investments, serving clients in the seacoast area. In this role, he collaborates with clients to develop customized financial plans, focusing on individual goals and helping clients define what success means to them. Ryan has been with Fidelity Investments since 2021, progressing through several roles including Customer Relationship Advocate, Retirement Representative, Central Relationship Manager, and Investment Management Consultant before becoming a Planning Consultant in 2025. His experience encompasses various aspects of client relationship management and investment consulting. Outside of work, Ryan enjoys baseball, camping, concerts, skiing, and soccer.

Jacqueline Pampinella is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience at the firm. Her prior work history includes positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Donna Gagliardi is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. 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 clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

David Poulin is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at City National Bank, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of his advisory role, he serves on several nonprofit boards, including Plymouth State University's Presidents Council and the Boch Center, and holds a treasurer position at the Panther Gridiron Club, a charitable organization supporting the Plymouth State University football program. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring investment strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

Colton Destrampe is a financial advisor with Ameriprise in Portsmouth, NH, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2021 and previously held positions at Bentley University, Shaws Supermarket, and in educational roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides personalized reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Daniel DiCesare is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He works with families in the Seacoast area to develop customized financial plans that help them pursue their goals. Daniel emphasizes understanding each client's unique personal situation to create clear and comprehensive plans tailored to their needs. Daniel has held multiple roles at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, he worked as an Underwriter I at Direct Capital, a division of CIT, from 2015 to 2018, and as a Tax Documentation Specialist at Bank of New York Mellon from 2013 to 2015.

Joanne Knight is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Portsmouth, New Hampshire. She joined Merrill Lynch in May 2013 after a 20-year career as an international banker, serving major multinational corporations in Chicago, London, and Milan. Joanne focuses her practice on working with women clients, including women in transition, female executives, and entrepreneurs, designing tailored strategies to help them grow, preserve, and pass on their wealth. Her approach emphasizes a goals-based wealth management style that addresses the unique challenges women face, such as longer life spans, interrupted careers, and earnings disparities. Joanne holds a Bachelor of Science degree in finance from the University of Illinois and an MBA in Finance and Economics from the University of Chicago Booth School of Business. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She works closely with Merrill’s global team of product specialists to provide clients with a combination of personalized service and access to extensive financial resources. Outside of her professional role, Joanne enjoys spending time with her family and engaging in activities such as running, biking, tennis, and skiing. She is also passionate about nutrition and wellness. Joanne participates in community organizations including The Seacoast Women's Giving Circle and Womenaid.

Lindsey Polhemus Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Jenny Sideris is a financial advisor with Morgan Stanley in Portsmouth, NH, holding a Series 66 designation and bringing 23 years of industry experience. Her prior roles include nearly two decades at Merrill Lynch, followed by positions at Steward Partners Investment Advisory and Raymond James. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market forecasts.

Paige Inslee is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she supports clients in achieving their financial goals through the Inslee Wealth Management team. The team, founded in 1990 by Chris and Guy Inslee, was one of the first family advisory practices in Northern New England. As the newest generational member of the team, Paige works to maintain a client experience centered on trust, confidence, and advocacy, leveraging resources from Merrill Lynch and Bank of America. Paige began her career as a Financial Advisor in July 2021 after holding several positions at Merrill. She holds her Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Paige graduated with honors from the University of Miami with a Bachelor of Arts in Economics and minors in Psychology and Marketing. She also leads her team's digital outreach and e-communications efforts. Originally from Burlington, Vermont, Paige returned to the New England area after attending a private college preparatory school in Naples, Florida, and spending time living abroad in Prague. She focuses on areas including retirement income, legacy and education planning, LGBT wealth planning, socially responsible investing, and women and wealth. Outside of work, Paige enjoys cooking, music, writing, and yoga.

Rosemarie Kountz is a financial advisor at Edward Jones in Rye, NH, holding Series 63 and Series 66 credentials with 23 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Charles Lazenby is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he performs as a self-employed guitarist in nightclubs on weekends. 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 investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Cy Kolod is a financial advisor at Edward Jones in Eliot, ME, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at United Parcel Service and the United States Air Force. Outside of his advisory work, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Hugh Jencks is a financial advisor with UBS Financial Services in Portsmouth, NH, holding a Series 63 designation and bringing 45 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services through its platform.

Luke Sotir is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of his advisory role, Sotir serves as a board member and treasurer for Christ Revolution Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Paul Kinnaly is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 65 and Series 66 licenses and having 25 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process to help clients develop financial plans, with a range of investment products and services available.