Matthew Dodge is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience, all with UBS since 2014. Outside of his advisory role, he serves on the boards of the Baker Free Library Foundation and New England Masters Skiing, and is involved with the New Hampshire Children’s Health Foundation’s investment committee. He also works as a basketball referee and assists with property management on a part-time basis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities and wealth management services, including futures commission merchant activities and principal trading.

Eric Folia is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2003. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized retirement income recommendations.

Brendan York is a financial advisor at Edward Jones in Bedford, NH, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Barresi Financial and MML Investors Services, LLC from 2021 to 2023. His background also includes service in the U.S. Army from 2016 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices.

Morgan Berberian is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2025, Berberian worked at Bank of America and Merrill, where they spent over a decade. Outside of finance, Berberian is the sole proprietor and owner of Wild Fig Charcuterie, a restaurant and bar located in Hooksett, New Hampshire. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Christopher Guzikowski is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its affiliated entities since 2005, currently serving at Rise Private Wealth Management since 2026. Outside of his advisory work, he is also a musician performing in New England, typically earning modest compensation from events. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide tailored, tax-aware strategies for clients nearing or in retirement.

Cody Lynch is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 65 and Series 63 licenses and bringing three years of industry experience. Prior to joining Mass Mutual and its affiliate MML Investors Services in 2023, he worked at RBC Capital Markets and Wohler USA and served eight years in the United States Military. 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, using firm-approved tools and collaborative processes to develop recommendations tailored to client goals.

Charles Dunlap is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2011. Dunlap holds a Series 66 designation and operates out of Manchester, NH. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Erika Doyle is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and implements models with oversight from BNY Mellon Advisors.

William Butler IV is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Leigh Richardson is a financial advisor with RBC Capital Markets, holding a Series 66 designation and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is employed at Monadnock Oil and Vinegar Co., LLC, where he works in sales. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Jo Ellen Manhardt is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has been with Merrill since 2016. 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rita Croll is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she has experience in sales related to mortgage products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

David Young is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His career includes roles at Rise Private Wealth Management, Ameriprise Financial Services, Scheherazade Jewelers, and Genworth Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Christopher Kinnane is a financial advisor with Ameriprise who holds a Series 66 designation and has 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2005 and currently serves at Rise Private Wealth Management. Outside of advising, he co-owns RPWM Partners LLC, an entity involved in managing his advisory business, and Rise Tax Strategies, LLC, which focuses on tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income planning service that provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Marc Kolopsky is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise and its affiliated firm since 2005. He serves on the Board of Directors and Finance Committee of Temple Beth Abraham in Nashua, NH. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, 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 recommendations through a centralized consulting team.

Jack Grudzien is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS in 2024, he worked at The Hanover Insurance Group and Opus Consulting Group and held positions at Fidelity Investments and the University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Scott Dudley is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been affiliated with LPL Financial since 2001 and also provides financial planning and consulting services through Eagle Point Investment Advisors, Inc., an independent firm he has been involved with since 2012. Outside of advisory work, he is a minority investor in a brewery restaurant. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Joseph Suozzo Jr. is a financial advisor with LPL Financial based in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Eagle Point Investment Advisors, Inc., Joe Suozzo Insurance Corp, and Allstate Financial Services. He also provides financial planning and consulting services independently through Eagle Point Investment Advisors, Inc. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Edward Hickey Jr. is a CFP®-designated financial advisor with LPL Financial, based in Bedford, NH, and has 28 years of industry experience. He has been associated with LPL Financial since 1998 and founded Eagle Point Investment Advisors, Inc. in 2012, through which he provides financial planning and consulting services as an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment and service options, combining large-scale advisory operations with various non-advisory product offerings.