Jodi Steverman is a financial advisor with Ameriprise in Allenstown, NH, holding a Series 66 designation and beginning her advisory career in 2022. Prior to joining Ameriprise, she worked in education at Westwood Public Schools and in healthcare at Phillips Healthcare. Outside of her advisory role, she is involved in tax preparation services through Velocity Tax Planning. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation to support its retirement-income consulting process.

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.

Heather O'Leary is a financial advisor at Charles Schwab with 22 years of industry experience. She has been with Charles Schwab since 2008 and holds Series 63 and Series 66 credentials. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by research and due diligence on alternative investments.

Cassandra Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Donald Sommese is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he serves on the President’s Circle Steering Committee at Rivier College, assisting with events for local business leaders. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

David Kiley is a Series 66-licensed financial advisor with LPL Financial, based in Bedford, NH, with 17 years of industry experience. He has been associated with LPL Financial since 2008 and is a partner at Olbricht Kiley Group, LLC, a CPA firm providing accounting, tax advice, and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Brendan Furtek is a financial advisor with Cetera in Concord, NH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Bank of New Hampshire and Morrison Nursing Home. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with more than 10,000 advisors managing over $256 billion in assets.

Raymond Halpin is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004, including 11 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner and president of The Halpin Company, which manages bookkeeping, tax filing, and related business operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nora Dube is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for seven years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach includes model-based asset allocations and proprietary research tailored to clients’ goals and risk tolerances.

Heather Bertel is a financial advisor with Morgan Stanley in Manchester, NH. She holds a Series 66 license and has three years of industry experience, including prior roles at Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Walter Razzaboni Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2012. He is a member of the finance committee at The Wilson House, a social services charity in East Dorset, VT, which is connected to the founding location of Alcoholics Anonymous. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Thomas Shaughnessy is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations with 46 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. Outside of his advisory role, he is also licensed as a sales agent for individual and group life and health insurance. MassMutual Investors Services 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 to support client goal-setting and strategy development.

Jacob Lylis is a financial advisor with Charles Schwab in Bedford, NH, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Charles Schwab Bank, Fidelity Brokerage Services LLC, Southern New Hampshire Institute, NH Liquor and Wine Outlet, Concord Hospital, and New Hampshire Technical Institute. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of integrated custody, brokerage, and advisory services.

Douglas Thompson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Clearing in 2024, he worked for RBC Capital Markets for 10 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip Keller is a financial advisor with RBC Capital Markets in Concord, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. Keller serves on the finance committee at St. Joseph's Cathedral in Manchester, NH, and advises on fundraising strategies at The Granite YMCA. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual, institutional, and charitable clients. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Casey Kulshreshtha is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory role, he works as a substitute teacher and teacher assistant with the Goffstown School District. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling with tax-efficient strategies and algorithmic support to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Justin Mucci is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized custody and operational structures.

Stacey Blodgett is a CFP® professional with 27 years of industry experience, currently serving at Cetera in Concord, NH. Her prior work includes roles at Morgan Stanley and Investors Capital Corp., as well as leadership positions at Globe Wealth Management. Outside of her advisory work, she is a board member of a condominium association and a partner in several business ventures including real estate and an LLC managing forestry payments. Cetera operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a variety of discretionary and non-discretionary investment management and financial planning services.

David Prendergast is a CFP® credentialed financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Robert Boulanger is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.