Scott Dion is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory work, Scott serves as Vice President of Micromounters of New England, where he helps run meetings and manage club affairs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations using proprietary research and third-party data.

David Marcou III is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Dav El/Boston Coach, and Granite Telecommunications. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analysis tools.

Matthew Tylus is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Investment, Travis Terry & Co, HD Vest Investment Services, Clemons University, and Ameriprise Financial Services Inc. since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Anthony Picca is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Planning Consultant and various levels of Workplace Planning Consultant. Prior to joining Fidelity, he worked in insurance production at State Farm Insurance from 2021 to 2022. In his role, Anthony focuses on helping clients strengthen their financial wellbeing by building robust financial plans. He prioritizes understanding his clients' values and goals before discussing options, working collaboratively to analyze accounts and share Fidelity's best ideas. His approach emphasizes transparency and fostering trusted relationships. Outside of his professional work, Anthony enjoys camping, fitness, and hiking.

Matthew Tullos is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing one year of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and also has roles at Lewis Financial and Matthew Tullos Ministries. His background includes prior positions in financial services and nonprofit ministry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and discretionary or non-discretionary strategies tailored to client objectives.

Alex Tanguay is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been applying over 20 years of experience in the financial services industry since joining in 2008. His team focuses on helping affluent individuals, families, and institutions pursue their financial goals by providing customized solutions based on clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Alex's advice is tailored to support clients' current lifestyle, retirement income needs, and legacy goals with an emphasis on simplicity, transparency, and a disciplined process. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Alex is a graduate of Boston University's Questrom School of Business. He is a member of the Financial Planning Association and serves on the Board of Advisors for Big Brothers Big Sisters, where he has been an active mentor for over sixteen years. Originally from Cape Cod, Massachusetts, Alex resides in Salem, New Hampshire with his wife Nacole and their son Jack. In his spare time, he is an avid runner and cyclist who has completed numerous marathons. Alex is also involved with the Knights of Columbus in his community.

John Shaffer is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Primerica Financial Services since 2002 and has been with Primerica Advisors since 2018. Outside of advisory duties, he is involved in sales of investment-related and loan products, as well as referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable accounts. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by unaffiliated asset managers.

Jennifer Nelson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Citizens Bank, NYLife Securities, and the Commonwealth of Massachusetts. She is currently based in Nashua, NH. J.P. Morgan Securities 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. The firm offers non-discretionary advice delivered by select Wealth Advisors, focusing on approved funds and strategies.

Casey Dumais is Vice President and Financial Consultant at Fidelity Investments. In this role, Casey partners with clients and their families to develop and execute customized financial plans, aiming to be their primary, trusted advisor while delivering an exceptional client experience through the resources available at Fidelity. Casey has been with Fidelity Investments since 2007, holding various positions including Financial Representative, Facilitator, Retirement Investment Services, Portfolio Specialist, Investment Solutions Consultant in Managed Accounts, Senior Investment Operations Analyst, Research Associate, and Financial Consultant. This extensive experience encompasses investment solutions, portfolio management, retirement investment services, and client consultation. Outside of work, Casey enjoys cooking and baking, spending time on family activities, parenthood, and skiing.

Shawn Monty is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Commonwealth Financial Network for 31 years and Financial Strategies Retirement Partners for 18 years, where he was a managing partner and co-owner. 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, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals while integrating technology and cybersecurity measures into its operations.

Kaitlyn Cheever is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using a systematic investment approach.

Thomas Dyer is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Private Wealth Management Group LLC from 2012 to 2016 and has been with LPL Financial since 2010. Outside of his advisory role, Dyer produces a local business interview show on community access television and also provides advice to parents of high school and college students on non-financial aspects through Beacon College Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Robert Crowley is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with multiple Fidelity entities since 1998, including Fidelity Investments Institutional Services Company and Fidelity Brokerage Services. Crowley currently works within Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services and is notable for its use of AI and algorithmic methods, as well as its roles with multiple registered investment companies and model portfolio delivery.

Yadollah Rezaee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Primerica Advisors since 2014 and also has concurrent experience at Raytheon Inc. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm employs an independent due-diligence process for asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Matt Kirby is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals, families, and business owners to develop collaborative financial strategies focused on long-term confidence and well-being. His approach emphasizes partnership and advocacy to support clients through evolving financial challenges. Kirby has been with Fidelity Investments since 2014, progressing through roles including Portfolio Specialist, Senior Portfolio Specialist, and Planning Consultant. His professional experience centers on portfolio management and financial planning. He holds the CFP® designation, reflecting his credentials in financial planning.

Rafael Brito is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and has been associated with Primerica Financial Services since 2004. Outside of advising, Brito is involved with Primerica Mortgage, LLC and Primerica Client Services, Inc. through referrals of home-related products and owns Brito Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies supported by third-party managers and custodial services, focusing primarily on individual investors rather than institutional portfolios.

John Curtin is a financial advisor at Ameriprise with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing Ameriprise-managed accounts and using algorithmic tools overseen by a dedicated committee.

Emily Coleman is a financial advisor at Fidelity with 11 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Connor Slein is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at American Funds and American Funds Distributors, Inc. Outside of his advisory role, he is involved in managing a family real estate business in Salem, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. 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.

Maddy Aslansan is a Financial Consultant at Fidelity Investments. She collaborates with clients to develop and implement personalized financial plans aimed at building, preserving, and transferring wealth. Maddy supports individuals and their families through each stage of their financial journey. She has been with Fidelity Investments since 2019, holding various roles including Financial Representative, Relationship Manager, Planning Consultant, Investment Consultant, and currently Financial Consultant. This progression reflects her experience in financial planning and client relationship management. Further educational background and personal interests have not been provided.