James Anderson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at ALPS Distributors, Vident Financial, and Inland Securities Corp. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a process combining proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering discretionary and non-discretionary services alongside fund advisory and model portfolios.

Richard Raff is a financial advisor with Cetera, holding the CFP® and ChFC® designations and having 47 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he is the owner of Rally Management Group, an entity used for office expenses, and serves as a public notary. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving a broad client base, including individual investors, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program options and custodial relationships.

Michael Dimos is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is an insurance agent for individual life and group health. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Stephen Vanderhoof is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Linsco/Private Ledger since 2006, totaling 20 years in that role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services. The firm employs both discretionary and non-discretionary management and provides model portfolios and research from multiple sources.

Raymond White is a financial advisor with Osaic Wealth, Inc. located in Bedford, NH, holding CFP® and ChFC® designations with 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has been involved with Cornerstone Benefit and Retirement Group since 1993, where he also offers insurance and employee benefit services. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and risk assessment methodologies.

Allison Riotto is a financial advisor with UBS Financial Services in Manchester, NH, holding a Series 66 designation and bringing 14 years of industry experience. She previously worked at Merrill for nine years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Michelle Scott is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 and Series 63 designations and has worked within various Fidelity entities since 2015. Outside of her advisory role, she teaches group fitness classes as an employee at Hampshire Hills Athletic Club. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed funds.

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 Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, she worked at Souhegan High School and was involved with the Hampshire Hills Athletic Club for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His career includes ten years with New York Life and NYLIFE Securities LLC, followed by his current role since 2023. Prior to his financial services career, he was involved with the Common Man Restaurant for a decade. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools for goal analysis and offers a range of planning programs including recently introduced divorce planning and event-driven estate and employer-sponsored solutions.

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 and holds Series 65 and Series 63 licenses. He has nine years of industry experience and has worked at Primerica Advisors since 2019. Prior to this, he spent 15 years at Wurth USA and has been affiliated with Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third parties and supports account custody through Pershing, managing approximately $15.5 billion in assets across nearly 3,700 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.

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.