Ryan Nelson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior experience includes roles at Edward Jones and ProEquities, Inc., spanning over 18 years. He is also president of Ryan Nelson Wealth Management, a support company focused on investing and financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofits. The firm uses analytical tools and risk profiling to tailor non-discretionary advice and supports a diverse client base through its extensive advisor network.

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.

Alfred Gilbert Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network for nearly two decades. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Omogrosso Jr. is a financial advisor with Ameriprise, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is president of OC&C, Inc., a financial planning business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities and uses a centralized consulting team to deliver personalized, research-driven retirement income recommendations.

Andrew Batey is a financial advisor with J.P. Morgan Securities in Manchester, NH, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior work includes roles at Citizens Securities from 2015 to 2020 before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Christine Rauser is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at RBC Capital Markets for six years before joining Ameriprise in 2022. Outside of her advisory role, she manages her business activities through an LLC. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Travis Labrie is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, Commonwealth Financial Network, and Symetra. Labrie is also involved in fixed insurance sales as a supplemental business activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting.

Joe Fucci is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with individuals, families, and business owners to develop customized financial plans aimed at achieving their financial goals. Joe collaborates closely with clients to create strategies that promote financial peace of mind. Joe has been with Fidelity Investments since 2016, holding several roles including Investment Consultant, Relationship Manager, Central Relationship Manager, Investment Solution Representative, and Premium Relationship Associate. His experience spans various aspects of financial consulting and client relationship management. He holds a California Insurance License, which supports his professional practice in the financial services industry.

Jillian Fillip is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and two years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2023. Prior to her financial services career, she worked at Young Living and has been employed with the Manchester School District since 2002. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

David Weisberg is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fidelity Brokerage Services Inc. since 2000 and has worked across various Fidelity divisions, including Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory role, he holds a 5.56% ownership stake and serves as assistant property manager in a family LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with oversight and use of AI-driven research methods.

Amar Zornic is currently a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Relationship Manager, Investment Solutions Representative 1, and Customer Relationship Advocate. Prior to joining Fidelity, Amar worked at Citizens Bank from 2016 to 2022, where he held positions as Teller, Personal Banker, and Loan Officer. Throughout his career, Amar has partnered with individuals, families, and business owners to develop and maintain financial plans that address both short and long-term goals. His approach emphasizes building relationships that adapt to clients' changing goals and circumstances, aiming to provide confidence and peace of mind in their financial planning.

Carla Beck is a financial advisor with Edward Jones in Chester, NH, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. She serves on the Parish Finance Council at St. Thomas Aquinas Catholic Church in Derry, NH, where she assists with budget preparation and financial reporting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Daniel Fraser is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at firms including Fidelity Brokerage Services LLC and Commonwealth Financial Network. Outside of his advisory role, he is co-owner of Fraser Properties, LLC, a residential real estate management entity. 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 using analytical tools and supports a wide range of institutional consulting and portfolio management programs.

Sean Smalley is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Flatiron Financial Group and LPL Financial. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Blake O Neal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Valic Financial Advisors, Inc. and Corebridge Financial/AIG from 2019 to 2025. Outside of his advisory role, Blake occasionally works as a rideshare driver for Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Michael Soleau is a financial advisor with Fidelity, holding a Series 66 designation and 15 years of industry experience. He has been with Fidelity Investments and its affiliates since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee multiple fund advisory services.

Wade Ojala is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 credentials and has 19 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with WTPK, LLC and JHS Interiors (now Sunray Ceilings LLC). LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Troy Neily is a financial advisor with Ameriprise in Bedford, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Ameriprise since 2019, Flatiron Financial Group from 2009 to 2019, and LPL Financial from 2006 to 2019. He is also involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering tailored, algorithm-supported recommendations primarily for clients with Ameriprise-managed accounts.

Daniel Wagner is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Wagner manages an advisory business outside of his primary role. Ameriprise serves individuals approaching or in retirement with specialized retirement-income planning services, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and the use of algorithmic automation.

James Rubera is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.