Michelle Scott is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 designations and has worked across multiple Fidelity entities since 2016. Outside of her advisory role, she teaches group fitness classes at Hampshire Hills Athletic Club in Milford, New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios based on long-term asset allocation benchmarks.

Kimberlee Hemmer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Beachbody, LLC and Brady Corporation. Outside of her advisory role, she is involved in her local community as the Supervisor of the Checklist for the town of Mason, NH. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Gregg Flegal is a CFP® professional with 33 years of industry experience, currently advising at Edward Jones since 2002. He holds Series 63 and Series 65 licenses and is based in Goffstown, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Burbach is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Concord Christian Academy and South Merrimack Christian Academy for over two decades combined. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsay Perrin is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and a period at Souhegan High School, alongside long-term involvement with Hampshire Hills Athletic Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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 at Mass Mutual Investors Services with 12 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2023, he was with NYLIFE Securities LLC and New York Life for 10 years. Additionally, he was involved with Common Man Restaurant for 10 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

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. Prior to joining Primerica Advisors in 2021, he spent 15 years at Wurth USA and has been affiliated with Primerica Financial Services since 2001. He also receives compensation for referrals of home security, automation products, and other home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate clients, and charities. The firm employs model-based investment strategies created by third-party managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at notable firms including New York Life Insurance Company and Eagle Strategies, and he is also the president and owner of Retirement Financial Group, Inc., where he manages accounting and financial statement preparation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and charitable organizations, employing firm-approved analytical tools and offering event-driven planning programs.

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.

Leigh King is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, King worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, King is the owner of LEK Enterprises LLC, a real estate holding company. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports and a broad range of advisory, brokerage, and insurance solutions.

Benjamin Brayshaw is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SAGEPOINT FINANCIAL and Questar Asset Management. Outside of his advisory role, he is involved in insurance sales and training through entities such as Brayshaw Financial Group and Crown Capital Advisors, where he focuses on fixed annuities, life insurance, and insurance agent support. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, multi-affiliate network, and recent consolidation activity.

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.