Daniel Morong is a CFP® professional with 29 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Londonderry, NH office. Ameriprise offers a retirement-income planning service geared toward individuals near or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools with advisor input to deliver tailored retirement income plans.

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.

Nicolas Cunha is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously spent ten years with Putnam Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Daneau is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Linsco/Private Ledger Corp. for 24 years and Securities America Advisors. In addition to his advisory role, he is involved in insurance sales as part of his business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment types, managing accounts on discretionary or non-discretionary bases.

Olivia Coco is a Planning Consultant at Fidelity Investments, where she serves as a trusted point of contact for Financial Consultants, providing proactive support and guiding clients through their financial journeys with confidence and clarity. She has been with Fidelity Investments since 2023 and has held roles including Financial Representative and Relationship Manager prior to her current position. Her professional experience encompasses various aspects of financial consulting and client relationship management within Fidelity Investments. Olivia's work focuses on supporting financial consultants and ensuring clients receive comprehensive assistance in their financial planning. Outside of her professional responsibilities, Olivia enjoys fitness, hiking, music, outdoor adventures, reading, and running.

Mathew Silvagnoli Martinez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He previously worked at Bank of America, N.A. and LGA, LLP CPAs & Business. Outside of his advisory role, he works part-time as a bartender at Four Oaks Country Club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Hollie Donovan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with MSI Financial Services Inc. In addition to her advisory role, she is an independent insurance agent specializing in life, accident, and health insurance. 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 programs, employing collaborative, software-supported planning processes.

Brian Murphy is an Investment Consultant currently working at Fidelity Investments since 2024. He focuses on collaborating with clients to develop holistic financial plans tailored to their specific goals, with an emphasis on fostering client confidence and comfort in their financial strategies. His professional experience includes roles at Fidelity Investments as a Financial Representative from 2023 to 2024 and as an Investment Solutions Representative from 2021 to 2022. Prior to that, he worked at Putnam Investments as an Investor Services Associate from 2020 to 2021 and served as a College Financial Representative at Northwestern Mutual in 2020.

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.

Eric Majka is a financial advisor with LPL Financial in Haverhill, MA, holding Series 65 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group, Ltd, AGES Financial Services, Ltd., Aztec Capital, LLC, and Boston Independent Advisors. He is also involved with Summer Street Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network, providing both discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

Frank Posluszny Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he is president and chief accountant of Wyze Business Centers Inc., which provides tax preparation, bookkeeping, auditing, payroll, and business consulting services. He also serves on the boards of the Methuen Municipal Employees Federal Credit Union and the South Shore Charter Education Foundation Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial wellness services. The firm provides a variety of investment implementation options through multiple custody and platform arrangements, combining proprietary strategies and access to unaffiliated managers tailored to client objectives.

Elizabeth Lincoln is a financial advisor at Ameriprise with 11 years of experience at the firm and holds a Series 66 designation. She has been with Ameriprise since 2015. Outside of her advisory role, she offers pet sitting services for friends and family. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax-efficient withdrawal strategies and Social Security options.

Alyson Quinnelly is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including LPL Financial, Patriot Financial Group, and Securities America. Quinnelly is also registered as an agent selling various life insurance products, including variable annuities and fixed index products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across a range of investment types.

Caitlyn Miano is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial Services Inc. and Boston Private Bank and Trust Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide tailored portfolio management, financial planning, custody, and brokerage services using a combination of in-house and third-party investment managers.

Valerie Mc Clendon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Financial Strategies Retirement Partners and Boston Wealth Strategies. She has also worked extensively at Qualified Benefits, Inc. from 1998 to 2022. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

William Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Joy Baron is a financial advisor with OSAIC and holds Series 63 and Series 65 credentials. She has 38 years of industry experience, including 30 years at Signator Investors, Inc. and overlapping tenure with John Hancock, before joining OSAIC in 2018. Baron is also a partner at Coastal Wealth Management, a financial services LLC. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, retirement plan consulting, and access to multiple managed account platforms and third-party money managers.

Jason Sechrist is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Cambridge Investment Research Advisors and John Hancock Funds. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Mike Kiritsy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. In this role, he partners with clients and their families to develop personalized financial plans tailored to their unique goals. Mike has been with Fidelity Investments since 2009, where he has held several positions including Investment Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Service and Trading Representative. His extensive experience spans various aspects of financial consulting and retirement solutions.