Erin Bacon is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and is based in Hillsborough, NH. 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 managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Tiffany Snow is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jennie Parisi is a financial advisor with Ameriprise Financial Services in Bedford, NH, holding Series 63 and Series 65 registrations and 15 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and Rise Private Wealth Management. In addition to her role at Ameriprise, she is involved with RPWM Partners LLC as a financial advisor focusing on client service, trading, and plan implementation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides a written Recommendation Report and ongoing advice tailored to income sources and tax-aware withdrawal strategies.

Scott Dion is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory work, Scott serves as Vice President of Micromounters of New England, where he helps run meetings and manage club affairs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations using proprietary research and third-party data.

Derik Paquette is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. His prior work includes roles at SemiGen, Inc and Vishay Ultrasource, as well as multiple positions associated with Northeastern University and Rogers Corporation. He is also an associate with Paquette & Shaw Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through unique affiliations.

Paul Jobin is a CFP® with 25 years of experience in the financial services industry, currently associated with MassMutual Investors Services. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2011 and has prior experience with Colonial Life starting in 2009. Outside of his advisory role, he also works as an independent cycling coach, designing training plans for cyclists. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements and a range of investment and educational programs.

Paul Hesse is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior firms include Wells Fargo Clearing, Morgan Stanley, and Ameriprise Financial Services Inc. Merrill, together 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Simard is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He joined the firm in 2025 and previously worked at Liguori Accounting and various nonprofit and public sector organizations. Outside of advising, he serves as Treasurer for the Exeter Area Chamber of Commerce, where he assists with financial oversight and staff education. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Nathaniel Buiel is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. He previously worked at Ameriprise and has been associated with Davidson & Stone, PLLC, and Davidson & Sons, where he provides tax preparation and financial advisory services. He is also a partner in a commercial real estate venture that houses his accounting and advisory practices. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Joshua Schibi is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at Rise Private Wealth Management, Ameriprise, Northwestern Mutual, and Northwest Community Bank. Schibi has also held positions outside the financial industry, including roles in education and local government. 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 recommendations and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies.

James Bee is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). James earned his Bachelor's Degree from the College of the Holy Cross. Further details about his professional experience, areas of expertise, and personal interests were not provided.

Lauren Wright is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved in managing a special needs trust and serves as a trustee and guardian, overseeing professional fund management and court reporting. She also teaches English as a Second Language to adult learners and works as a server at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management offerings.

Nicholas Hathaway is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working closely with clients to understand their personal perspectives and priorities to develop tailored strategies for pursuing their financial goals. His approach involves guiding clients through various aspects of wealth planning including general investing, retirement planning, and preparing for unforeseen expenses. Nicholas holds a Bachelor's Degree from the University of Houston and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes building strong client relationships and providing ongoing advice and guidance to adapt to clients' evolving needs.

Jeffrey Parsons is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has worked previously at LPL Financial and Invest Financial Corporation. Parsons also operates as an independent insurance agent through Parsons Financial Associates, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing access to proprietary models and third-party strategies tailored to client objectives.

Jodi Steverman is a financial advisor with Ameriprise in Allenstown, NH, holding a Series 66 designation and beginning her advisory career in 2022. Prior to joining Ameriprise, she worked in education at Westwood Public Schools and in healthcare at Phillips Healthcare. Outside of her advisory role, she is involved in tax preparation services through Velocity Tax Planning. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation to support its retirement-income consulting process.

Shawn Monty is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Commonwealth Financial Network for 31 years and Financial Strategies Retirement Partners for 18 years, where he was a managing partner and co-owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals while integrating technology and cybersecurity measures into its operations.

Kate Field is a financial advisor with Fidelity Investments in Weare, NH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at various Fidelity entities since 2015. Outside of her advisory role, she is employed in retail and motorsports-related positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and structured funds.

Heather O'Leary is a financial advisor with Charles Schwab in Bedford, NH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Charles Schwab since 2008. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Ryan Mc Cabe is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and over 22 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Rise Private Wealth Management. He is co-owner of Rise Tax Strategies, LLC, a tax preparation business, and serves as treasurer on the board of the Andover Junior Football League. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice. The firm’s approach combines internal investment research and third-party data, with restrictive enrollment criteria that include managed assets held at Ameriprise.

Cassandra Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.