Laszlo Hobausz is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves in a successor capacity for a trust in Sunapee, New Hampshire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and the Global Investment Committee’s research to model outcomes, while generally acting in an advisory capacity.

Annette Crnilovic is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1995. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sandra Benard is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2020. She has two years of industry experience and previously held positions outside finance, including roles in education at Weare Middle School and Second Start Alternative High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

John Dolan is a financial advisor with LPL Financial in Bedford, NH, holding the Series 63 and Series 65 designations and accumulating 27 years of industry experience. He has worked at LPL Financial since 2007 and is also involved with Northeast Planning Associates, Inc. and Wheeler, Ring & Dolan, PC, where he participates in a CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.

Jessica Racicot is a Vice President and Wealth Planner at Fidelity Investments. In her current role, she partners with clients to identify opportunities that strengthen their financial situations through formal financial planning. Jessica has been with Fidelity Investments since 2013, progressing through roles including Pension Associate, Guidance Associate I and II, Client Management Representative, Portfolio Specialist, Financial Consultant, and now Vice President, Wealth Planner. She holds insurance licenses in Arkansas and California.

Evan Searles is a financial advisor with LPL Financial in Manchester, NH, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Portsmouth Gas Light Company, St. Mary's Bank, and Northway Bank. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Babineau is a Financial Advisor at Merrill Lynch Wealth Management. Born and raised in New Hampshire, he focuses on helping clients and their families navigate various life stages through thoughtful planning, personalized guidance, and financial education. His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, and personal retirement planning. He emphasizes a client-centered approach, assisting clients in understanding the pros and cons of decisions and maintaining discipline to pursue important goals. Jonathan is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Jonathan holds a Bachelor's Degree from Ave Maria University. Outside of his professional work, he is involved with the Ancient Order of Hibernians (AOH) and the Knights of Columbus. His personal interests include cooking, fishing, golfing, hiking, music, spending time with family, and woodworking.

Daniel Brochu is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1999. Outside of advising, he is involved in sales of investment-related products and referral services for home security and automation through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Amy Dunn is a financial advisor with RBC Capital Markets in Bedford, NH, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Richard Iannacone is a CFP® with 52 years of industry experience, currently affiliated with RBC Capital Markets since 2008. He holds Series 63 and Series 65 licenses and is based in Nashua, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management. The firm employs tailored investment strategies through a combination of in-house and third-party managers, supported by a broad range of financial planning, custody, and brokerage services.

Marianne Daubert is a financial advisor with Ameriprise in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its affiliate since 2010. Daubert is also involved in fiduciary activities outside her advisory role. Ameriprise serves clients approaching or in retirement with a specialized retirement-income planning service that integrates research, modeling, and tax-efficiency analysis to provide written retirement income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dylan Jann is a Series 66 licensed financial advisor with Morgan Stanley in Manchester, NH, where he has worked since 2019. He has six years of industry experience, including four years at Roger Williams University. Outside of his advisory role, he is the sole proprietor of The Jann Group LLC, a retail and online store business based in Rye, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Cathcart Jr. is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at infinex Investments, Inc. and operated his own advisory business prior to joining LPL Financial in 2025. Outside of his advisory work, he has been involved as a coach in sports and fitness at Trinity High School since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dustin Ramey is a CFP®-credentialed financial advisor with Edward Jones, serving clients in Raymond, NH. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is a member of the Sanborn Regional School Board in Kingston, NH. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Dennis Chenette is a CFP® professional with 14 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. In addition to his advisory role, he is involved in sales of individual life, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning processes.

Edward Wardle is a financial advisor at OSAIC with 34 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is a licensed insurance agent providing life and long-term care insurance to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct and manage portfolios with various asset types on discretionary or non-discretionary bases.

Colin Mahan is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses proprietary fundamental research combined with quantitative and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Tiffany Delisi is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Mass Mutual Investors Services since 2013, with a two-year period at HarborOne Mortgage, LLC. Mass Mutual 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, and charitable organizations. The firm emphasizes annual, collaborative planning engagements and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

Christopher Moquin is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Baystate Financial. Outside of his advisory work, he is involved as a hockey coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and offers specialized planning programs, including divorce and estate-settlement planning.

Joshua Chabot is a financial advisor with Ameriprise in Amherst, NH, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Outside of his advisory work, he sublets office space as a secondary business activity. Ameriprise is an institutional firm serving individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations tailored to clients’ financial situations.