Perry Radford is a financial advisor at Edward Jones with 10 years of industry experience, holding a Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he coaches youth soccer teams in Goffstown, New Hampshire. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary investment solutions under a fiduciary standard.

Samuel Paul is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and 12 years of industry experience. Prior to joining Mass Mutual Investors Services in 2023, he worked for NYLIFE Securities LLC and New York Life for a decade. Outside of financial services, he was involved with the Common Man Restaurant for ten years. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and various asset management programs using firm-approved analytical tools, with a focus on collaborative, annual planning engagements.

Lawrence Streb is a financial advisor at Merrill with 33 years of industry experience. He has held roles at Merrill since 1997 and at Bank of America, N.A. since 2011. He holds the Series 63 and Series 65 credentials. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Ecklund is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Financial Strategies Retirement Partners, and Equitable Advisors, LLC. Outside of finance, he has experience working at Rays Seafood and in educational roles at the University of New Hampshire, Trinity High School, and Hillside Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Peters is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Primerica Financial Services since 2001 and was employed at Wurth USA for 15 years. Outside of his advisory role, he is involved in sales of home security and automation products through affiliate companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third parties and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.

Payton Vitale Warner is a financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining MassMutual and MML Investors Services, LLC, Warner worked at Hartwood Consulting Group and served in the United States Marine Corps for four years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including wrap and money-manager options, as well as educational seminars.

Daniel St. Jean is a financial advisor with MML Investors Services and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at New York Life Insurance Company and Eagle Strategies. He is also the president and owner of Retirement Financial Group, Inc., where he oversees financial statement preparation and tax-related accounting. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including money-manager services and educational seminars.

Steven Creamer is a Series 66 licensed financial advisor with Edward Jones, based in Bedford, NH. He has one year of industry experience, including prior roles at Altana Technologies Inc and Motional Ad Inc. Creamer’s background also includes self-employment and work at Seaglass Technology Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Benjamin Brayshaw is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at SAGEPOINT FINANCIAL and Questar Asset Management, Inc. Brayshaw is involved in insurance-related business activities, including fixed and variable life insurance sales and hosting Social Security seminars. OSAIC serves a broad client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizes asset-allocation and risk-tolerance tools, and offers access to third-party managers and wrap programs.

Richard Gagne is a financial advisor with Ameriprise in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Global Portfolio Strategies, Inc., Prudential Investment Management Services LLC, and The Prudential Insurance Company of America. Outside of his advisory work, he is involved with The Halpin Co. in a supervisory capacity. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Andrea Carlin is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2010. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Oleksandr Hordiychuk is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal ambitions and financial priorities in order to develop tailored strategies that help pursue their goals. His approach includes planning for various milestones such as funding education, retirement preparation, and managing unexpected expenses. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Oleksandr earned a Bachelor's Degree from The Ohio State University. He communicates fluently in English, Ukrainian, and Russian, facilitating client relationships across diverse backgrounds. Oleksandr emphasizes simplicity and transparency in his work to make wealth planning an engaging process. He focuses on ongoing advice and guidance aligned with clients' evolving needs, covering areas from general investing to comprehensive retirement planning.

Gina Hall is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, discretionary portfolio management, brokerage execution, and custody services through a variety of program strategies and manager-constructed offerings. The firm is notably integrated with Bank of America affiliates, providing clients access to capital-markets and tax-efficient investment solutions.

Stephen Lamoureux is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he is involved as an insurance broker for homeowner policies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, featuring diverse portfolio management styles and notable municipal advisory capabilities.

Terence Mc Cormick is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its predecessor entities since 1986. Mc Cormick serves on the board of directors for the Londonderry Square Condo Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by a centralized consulting team.

Eric Folia is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2003. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized retirement income recommendations.

Sara Janes Hoag is a financial advisor at Primerica Advisors with 13 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at PFS Investments Inc. and Primerica Financial Services since 2012. Outside of her advisory role, she serves as Board President of Webster House, a nonprofit organization in Manchester, NH. Primerica Advisors offers a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial services from Pershing.

Joseph O'Brien is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,000 advisors.

Brendan York is a financial advisor at Edward Jones in Bedford, NH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Barresi Financial and MML Investors Services, LLC from 2021 to 2023. His background also includes service in the U.S. Army from 2016 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Morgan Berberian is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2025, Berberian worked at Bank of America and Merrill, where they spent over a decade. Outside of finance, Berberian is the sole proprietor and owner of Wild Fig Charcuterie, a restaurant and bar located in Hooksett, New Hampshire. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.