Robert Rubano is a financial advisor at Equitable Advisors in Portsmouth, NH, holding a Series 66 designation with nine years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at firms including Huntewicke Capital Group, Essex Private Wealth Management, John Hancock/Manulife Asset Management, and Merrill. Outside of his advisory work, Rubano is an ice hockey instructor and rink operator at Phillips Academy Ice Rinks and serves as treasurer for the nonprofit Triton Youth Hockey. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of advisors and third-party program sponsors.

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 the Series 66 designation and no prior industry experience. His work history includes roles outside the financial services sector at organizations such as the International Institute of New England and Natural Air. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, using both proprietary and third-party solutions.

Alexander Wallace is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked in roles including strategic maintenance and marine engineering consulting. Outside of his advisory work, he is an owner and property manager of a rental property in Dover, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bethany Goodrich is a CFP® professional with four years of industry experience. She is currently with LPL Financial and previously worked at Cornerstone Financial Planning, LLC and TPS Group. Outside of her advisory role, she is involved in a real estate rental business with a family member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Matthew Becker is a financial advisor with Morgan Stanley in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in music as a guitar player with his own company, Live from Matt's House, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by providing comprehensive financial planning and investment advisory services. The firm employs a structured planning process supported by advanced tools and offers a broad range of financial products and programs.

Brendon Canavan is a CFP® and CFA® with eight years of industry experience. He currently works at Stifel and previously held positions at Columbia Management Investment Distributors, Eaton Vance Management, and Bates College. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

William Schaeneman Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Wells Fargo in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Sampson is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Citigroup Global Markets. He is based in Portsmouth, NH. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evan Miller is a financial advisor with Cambridge Investment Research Advisors based in Exeter, NH. He holds Series 63 and Series 65 credentials and has eight years of industry experience, including prior roles at Cantella & Co., Inc., Northwestern Mutual Investment Services LLC, and Signator Investors, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions that can be tailored to client objectives, utilizing both proprietary and third-party strategies.