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.

Nicholas Pellman is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad advisory network and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Kevin Ferland is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2007 and previously at Northeast Planning Associates, Inc. He is also affiliated with Dumais & Ferland, CPAs, where he has been involved for over two decades. Outside of advisory services, he is involved in selling non-variable insurance products including life, health, long-term care, and group benefits. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and access to model portfolios and research from internal and third-party sources.

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, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2005. Outside of his advisory role, he serves as a board member and treasurer of Christ Revolution Church. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

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.

Robert Cummins is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in the financial services industry, having joined Merrill Lynch in 1994. Robert focuses on wealth management and planning strategies designed to help families grow and preserve their wealth. His expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Robert works closely with clients to understand their current financial situation and future goals, dedicating time to thoughtful questions and careful listening to develop tailored financial strategies. He holds a Bachelor's degree from the University of New Hampshire, where he was also the captain of the basketball team. Robert resides in York, Maine, with his wife, Karen, and their three sons, Chris, Brady, and Ryan. Outside of his professional work, Robert enjoys basketball, golfing, and spending time with his family.

Christopher Johnson is a CFP® designated financial advisor with 19 years of industry experience. He is currently with Cetera and holds leadership roles including Director of Wealth Management at TSWM Advisory Group, which he co-owns, and owner of TSSWMM Financial Group. His career includes prior roles at USAA Financial Advisors and Avantax. Johnson also engages in consulting and speaking activities related to succession and estate planning for auto dealership clients. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Johanna Holecy is a financial advisor at LPL Financial in Portsmouth, NH, holding Series 63 and Series 65 credentials with eight years of industry experience. Her prior roles include positions at First Anchor Wealth Management, Waddell & Reed, and various insurance carriers. She also worked at the International Language Academy for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Elizabeth Burke is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Linsco/Private Ledger from 1994 to 2017. Burke holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Meredith Anderson is a financial advisor at Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at LPL Financial and Federal Savings Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning using firm-approved tools and investment models.

Michael Lebarge is a financial advisor with Osaic Wealth, Inc. in Dover, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Signator Investors, Inc. for 33 years before joining Osaic in 2018. Outside of his advisory role, he operates a vacation cottage rental business and is involved in the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base—including individuals, institutions, and charitable organizations—through a large network of advisers and multiple advisory platforms. The firm employs various portfolio construction tools and offers integrated brokerage and advisory services, with a complex corporate structure and multiple third-party commercial arrangements.

Margaret Murray is a financial advisor with LPL Financial based in Portsmouth, NH. She holds a Series 66 designation and has two years of industry experience. Prior to her current role at LPL Financial, she worked at Northeast Planning Associates and served with New Frontiers Church, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and utilizes research and technology to support both discretionary and non-discretionary portfolio management.

Robert Ricci III is a financial advisor with Equitable Advisors, holding a Series 66 credential and two years of industry experience. His prior roles include positions at RBC Wealth Management and Target, as well as work in the food service industry and at educational institutions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.

Mark Svenson is a Series 66 licensed advisor with Merrill, based in Dover, NH, who has 13 years of industry experience. He has worked at Merrill and Bank of America since 2018 and held positions at PNC Investments from 2015 to 2018. Outside of his advisory role, he serves as co-trustee for the Linda L.C Svenson Revocable Trust. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barrett Costello is a financial advisor with Ameriprise in Portsmouth, NH, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His prior work includes roles at Stratos Wealth Partners, LPL Financial, and Neuberger Berman. He serves on the Board of Directors for Kiwanis of Taunton and acts as its president. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that focuses on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Robert Rubano is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and nine years of industry experience. He has previously worked at John Hancock/Manulife Asset Management, Merrill, and several wealth management firms. Outside of his advisory role, Rubano operates Phillips Academy Ice Rinks as a rink operator and ice hockey instructor and serves as Treasurer for the Triton Youth Hockey nonprofit organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to tailor investment solutions to clients’ goals and risk tolerances.

Spike Trueworthy is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2021. Prior to this, he worked at Ameriprise Financial Services for 15 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Abednego Nakoma is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at the International Institute of New England and Natural Air. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers and holds a dual registration as an SEC-registered investment adviser and broker-dealer.