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.

Trent Mc Goldrick is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior experience as an independent insurance broker and roles at Aligned Real Estate Partners and Fidelity Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Andrew Batey is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities from 2015 to 2020. His current role at J.P. Morgan Chase Bank and J.P. Morgan Securities began in 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jared Breault is a financial advisor at UBS Financial Services with 27 years of experience in the industry. He previously worked at Merrill and Bank of America before joining UBS in 2024. He holds Series 63 and Series 65 designations. 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 provides research-driven, model-based asset allocation strategies.

Elizabeth Benoit is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Axiom Advisors LLC and Commonwealth Financial Network. In addition to her advisory role, she has operated a tax preparation business since 2012. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and proprietary model strategies while maintaining a network of independent Financial Professionals who tailor solutions to client objectives.

Donna Gagliardi is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Thomas Berry is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Berry serves as chairman of the golf committee and a member of the board of directors at Laconia Golf Club in New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

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.

Susan Wheel is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Manchester, NH. She has been with Merrill since 2003, beginning her career as a Registered Client Associate. Licensed in multiple states, Susan assists clients with a range of financial objectives including investing, lending, and banking needs. Her professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She holds a High School Diploma from Burlington High School and has attended the University of New Hampshire at Manchester. Prior to joining Merrill, Susan achieved her licensing at Fidelity Investments and worked as a Corporate Sales Manager for Herrington Catalog. Susan is involved in community service, including volunteering with Children's Hospital at Dartmouth (CHAD). She pursues personal interests such as camping, cooking, fishing, horseback riding, interior decorating, painting, swimming, and yoga.

Kraig Morris is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals focused on partnering with clients to provide an exceptional financial planning experience. Kraig has been with Fidelity Investments since 2005, gaining extensive experience in various roles including Regional Planning Consultant, Planning and Guidance Desk Associate, Account Executive, and Investment Consultant. His career progression reflects a comprehensive background in financial planning and client services. Outside of his professional responsibilities, Kraig enjoys family activities, golf, and skiing.

Cathleen Brennan is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services and Merrill. Her spouse owns a local trucking company, The Running Man Courier Service, LLC. 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 combines research and analytics with a large-scale platform offering both brokerage and advisory solutions.

Clifton Spinney Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 26 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

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.

Erin Woods is a financial advisor at Ameriprise Financial Services with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise in Bedford, NH since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

Cole Mitchell is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and securities licenses Series 63 and Series 65. He has three years of industry experience and previously worked at Forbes Financial Planning, Inc. and Ameriprise. Outside of finance, he has been involved with Bryant University Intramurals and held various roles in other industries including real estate and hospitality. 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 collaborative, annual financial planning engagements supported by firm-approved analytical tools and educational seminars.

Stephen Tyner is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with OSAIC and GenX Financial LLC, and has previously worked with Royal Alliance Associates, Boston Partners Financial Group, and Groe Advisors. Outside of advisory roles, he has worked as an insurance agent through CORE Group Insurance Agency. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Wade Ojala is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior experience includes roles at WTPK, LLC and JHS Interiors, where he was involved in non-investment-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing a range of financial planning and investment strategies supported by both proprietary and third-party 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.