Robert Paul is a financial advisor with LPL Financial in Pelham, NH, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he is employed at the University of Massachusetts Lowell. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Schell is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has been with Edward Jones since 1994. Outside his advisory role, he operates Schell Financial, which owns the building leased to Edward Jones for his practice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies and affiliated financial services through a large nationwide network of advisors and branch offices.

Logan Young is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2017. Prior to his advisory career, he held positions at Lang's Ice Cream and Shaw's Supermarkets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Steck is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley Private Bank, N.A. from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Troy Bigwood is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Securities America, Inc., Goldstein-Milano LLC, Venture Forward Partners, LLC, and Paytronix Systems, Inc. OSAIC serves a wide range of retail and institutional clients, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm utilizes a model-based investment process with tools like risk-tolerance questionnaires and portfolio optimization, supporting a variety of account types and third-party manager programs.

Scott Newton is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he serves as president of the Fighting Dutchmen Gridiron Club at Union College and acts as trustee for the Abigail Ingalls Trust, overseeing the account’s investment and monitoring inflows and outflows. 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 provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Jacqueline Blau is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise in Danvers, MA. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she is a co-owner of a real estate business in Danvers, MA. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory processes with a wide range of brokerage and insurance solutions typical for a large institutional firm.

Mitch Pomerance is Vice President and Financial Consultant at Fidelity Investments, where he serves high net worth clients through a detailed and collaborative financial planning approach. He specializes in retirement income planning and is committed to providing research-based strategies to help clients accumulate, spend, and protect their financial assets across multiple horizons. Mitch emphasizes great customer service and acts as an advocate for his clients within Fidelity. With a professional background spanning over two decades, Mitch has worked in various roles including Account Executive at Fidelity Investments from 2012 to 2015 and Financial Advisor at AXA Advisors from 2003 to 2012. Throughout his career, he incorporates quantitative and qualitative analysis to support client decision-making. Outside of his professional work, Mitch has personal interests in art, concerts, fitness, music, and volunteering.

Jessica Bredin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held roles at Eyepoint Pharmaceuticals and Viamericas Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gordon Barnes III is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with various divisions within Fidelity since 2003, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers management and consulting services, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Joseph Murphy is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance Associates, Signator Investors, and John Hancock Life Insurance. He is a partner in Retirement Fiduciary Group, LLC and has experience marketing fixed annuities and non-variable insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and risk management.

Allison Young is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Central Relationship Manager, and Customer Relationship Advocate. Throughout her career at Fidelity Investments, Allison has worked closely with individuals and families to develop comprehensive financial plans tailored to their goals and evolving needs. She focuses on building thoughtful strategies designed to bring clarity, efficiency, and confidence to clients' financial lives, emphasizing strong relationships and ongoing communication to support clients as they move toward long-term success.

Andrew Petralia is a financial advisor at OSAIC with seven years of industry experience. His prior work includes roles at Fidelity Investments, Putnam Investments, Lyft, and Uber. Outside of advising, he has worked as an independent contractor providing rideshare services for Lyft and Uber. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory programs supported by a model-based investment approach and multi-advisor platform.

Courtney Shane is a financial advisor with Morgan Stanley in Windham, NH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by advanced analytical tools and models.

Michaela Scott is a financial advisor at Osaic with 17 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials. Prior to joining Osaic in 2018, she worked at Jhfn Sii for nine years. Scott is also the founder of The Strategic Retirement Benefits Group, LLC, and serves as co-chair of the Saint Anselm College Economics and Business Advisor Council as well as president of the American College of Financial Services Alumni Council. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Olivia Webb is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held roles at Operin and the University of South Carolina Office of Undergraduate Admissions. Outside of her advisory work, she has experience in the food and beverage industry through her involvement with Newburyport Brewing Company and Nick's Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Welch is a financial advisor with Primerica Advisors in Londonderry, NH. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at PFS Investments Inc., Enterprise Bank, and Granite State Credit Union. 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 featuring model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services.

Richard Batten is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Damon Deluties is a CFP® with 28 years of industry experience, currently with Wells Fargo Clearing since 2020. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2011 to 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Thomas Fitzpatrick IV is a Series 65-licensed advisor at Raymond James Financial with six years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2023 and previously operated as an independent financial advisor for six years. Outside of financial advising, he is the owner and proprietor of Fitzpatrick & Goguen CPAs PC, an accounting firm in Billerica, MA. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.