Mark Ramsey is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations. Ramsey previously worked at Sanford C. Bernstein & Co., LLC and has held multiple roles at LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management backed by research and model portfolios.

Gerard Verbeek is a financial advisor with Osaic Wealth, Inc. based in Salem, NH, holding Series 63 and Series 65 credentials with 32 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for over 30 years before joining Osaic in 2025. Outside of advising, he is involved in managing rental properties and operates as an insurance agent offering disability insurance, fixed and fixed indexed annuities, life settlements, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes on discretionary or non-discretionary bases.

Lauren Misiaszek is an Investment Consultant at Fidelity Investments, where she works with clients to develop financial plans tailored to their individual goals and priorities. She aims to create strategies that provide structure and confidence, helping clients achieve clarity and peace of mind in their financial decisions. Lauren's experience includes roles at Fidelity Investments as a Financial Representative and Customer Relationship Advocate, as well as a position in Financial Reporting & Analysis at Family Office Management Services. Her professional background has provided her with a foundation in both client relations and financial analysis. Outside of her professional work, Lauren engages in activities such as family time, fitness, golf, lake outings, skiing, and softball.

Tabatha Chapman is Vice President and Private Wealth Management Advisor at Fidelity Investments, a role she has held since 2025. In her capacity as a Wealth Management Advisor, she assists multiple generations of families in developing personalized wealth strategies focused on the growth, preservation, and transfer of their assets. She emphasizes simplicity and encourages curiosity and candid communication in her client interactions. Chapman coordinates the efforts of a dedicated team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to deliver comprehensive wealth planning services. Her collaborative approach ensures that clients receive tailored advice encompassing various aspects of wealth management. Outside of her professional responsibilities, Chapman engages in activities such as art, gardening, painting, traveling, and spending time with family and friends.

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.

Steven Meyer is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Danielle Holmes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She is a co-owner of Linden Financial Group, a support company based in Amesbury, MA. Her prior experience includes roles at Commonwealth Financial Network and Dolan Financial Services. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs.

David Marcou III is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Dav El/Boston Coach, and Granite Telecommunications. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analysis tools.

Matthew Tylus is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment, Travis Terry & Co, HD Vest Investment Services, Clemons University, and Ameriprise Financial Services Inc. since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Anthony Picca is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Planning Consultant and various levels of Workplace Planning Consultant. Prior to joining Fidelity, he worked in insurance production at State Farm Insurance from 2021 to 2022. In his role, Anthony focuses on helping clients strengthen their financial wellbeing by building robust financial plans. He prioritizes understanding his clients' values and goals before discussing options, working collaboratively to analyze accounts and share Fidelity's best ideas. His approach emphasizes transparency and fostering trusted relationships. Outside of his professional work, Anthony enjoys camping, fitness, and hiking.

Matthew Tullos is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and also has roles at Lewis Financial and Matthew Tullos Ministries. His background includes prior positions in financial services and nonprofit ministry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and discretionary or non-discretionary strategies tailored to client objectives.

Alex Tanguay is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been applying over 20 years of experience in the financial services industry since joining in 2008. His team focuses on helping affluent individuals, families, and institutions pursue their financial goals by providing customized solutions based on clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Alex's advice is tailored to support clients' current lifestyle, retirement income needs, and legacy goals with an emphasis on simplicity, transparency, and a disciplined process. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alex is a graduate of Boston University's Questrom School of Business. He is a member of the Financial Planning Association and serves on the Board of Advisors for Big Brothers Big Sisters, where he has been an active mentor for over sixteen years. Originally from Cape Cod, Massachusetts, Alex resides in Salem, New Hampshire with his wife Nacole and their son Jack. In his spare time, he is an avid runner and cyclist who has completed numerous marathons. Alex is also involved with the Knights of Columbus in his community.

John Shaffer is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Primerica Financial Services since 2002 and has been with Primerica Advisors since 2018. Outside of advisory duties, he is involved in sales of investment-related and loan products, as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable accounts. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by unaffiliated asset managers.

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.

William Cushing Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Akumina for four 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 investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Casey Dumais is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey partners with clients and their families to develop and execute customized financial plans, aiming to be their primary, trusted advisor while delivering an exceptional client experience through the resources available at Fidelity. Casey has been with Fidelity Investments since 2007, holding various positions including Financial Representative, Facilitator, Retirement Investment Services, Portfolio Specialist, Investment Solutions Consultant in Managed Accounts, Senior Investment Operations Analyst, Research Associate, and Financial Consultant. This extensive experience encompasses investment solutions, portfolio management, retirement investment services, and client consultation. Outside of work, Casey enjoys cooking and baking, spending time on family activities, parenthood, and skiing.

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.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using a systematic investment approach.

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.

Thomas Dyer is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Private Wealth Management Group LLC from 2012 to 2016 and has been with LPL Financial since 2010. Outside of his advisory role, Dyer produces a local business interview show on community access television and also provides advice to parents of high school and college students on non-financial aspects through Beacon College Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.