Elizabeth Wilds is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise and Kline and Company. Wilds volunteers as a personal financial planning instructor for women starting their own businesses at the Center for Women & Enterprise. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations through a centralized consulting team.

Tracy Rock is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2001, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it provides model portfolios to intermediary platforms.

Brian Caldwell is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christian Vitone is an Executive Planning Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with clients to understand their financial needs and benefits plans, providing tools and knowledge to support informed financial decisions. Prior to this, he held positions including Benefits & Planning Consultant and Investment Solutions Representative within Fidelity's Executive Services, starting in 2018 with the High Net Worth Service Associate role. Christian's financial services career began at Merrill Lynch - Bank of America, where he worked as a Financial & Portfolio Advisor from 2016 to 2018. He holds a California Insurance License. Outside of his professional work, Christian engages in family activities, fitness, movies, running, theater, and writing.

Anthony Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes 33 years at Bose Corporation and two years at Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Fady Iskander is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at Citizens Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Thomas Lynch is a financial advisor at RBC Capital Markets with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. In addition to his advisory role, he serves on the board of directors for Salem Haven Nursing Home, a nonprofit long-term care facility. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Dennis Sherlock is a financial advisor with Raymond James Financial Services Advisors, Inc. in Andover, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Raymond James since 2012 and is also associated with First Tech Federal Credit Union since 2014. Additionally, he is involved as an associate with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and maintains a range of advisory programs and partnerships.

John Maggiacomo is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2009, previously working at Woodbury Financial Services. Outside of advising, he serves as treasurer for the North Peak Village Condo Association in Vermont and has held executive roles in financial-related firms. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through various platforms and proprietary model strategies.

Craig Schuh is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial consultants and branch leaders dedicated to helping clients achieve their financial goals. His leadership role focuses on fostering a community-oriented approach to financial planning, aiming to provide clients with peace of mind and fulfillment. Craig has held multiple positions at Fidelity Investments since 2007, including roles such as Vice President, Regional Coaching Consultant; Vice President, Regional Planning Consultant; Regional Sales Director for Managed Accounts; and Manager of Retirement Relationship and Stock Plan Services. His extensive experience spans various aspects of financial planning, regional consulting, and sales within the organization. Outside of his professional responsibilities, Craig enjoys family activities, fitness, spending time at the lake, skiing, and traveling.

James Leary is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2006, progressing through various roles including Financial Consultant, Retirement Solutions Representative, Account Executive, Investment Representative, and others. Prior to his tenure at Fidelity, James was a Branch Development Specialist at TD Ameritrade in 2013. Throughout his career, James has gained extensive experience in financial consulting and retirement solutions. He is licensed to sell insurance in California. His approach focuses on understanding clients' current situations, goals, and priorities to provide tailored financial planning guidance. Outside of his professional responsibilities, James enjoys boating, cooking and baking, gardening, golf, spending time at the lake, and skiing.

Kaitlin Tobin is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and having one year of industry experience. Her previous roles include positions at Clearbridge Technology Group and various other organizations, including nonprofit involvement with The Giving Room. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Adam Diorio is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at PFS Investments, Inc. since 2010 and Primerica Financial Services since 2008, as well as two years at 3 Phase Line Construction. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Timothy Skwiot is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he coaches the high school fishing team in Windham, NH. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Peter Motsis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Derry, NH. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with advisory support from a centralized consulting team.

Timothy Stetson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2017, progressing through various roles including Financial Consultant, Planning Consultant, Relationship Manager, Financial Representative, Retirement Planner, and Retirement Relationship Manager. Prior to joining Fidelity, Timothy held the role of Relationship Manager at Bank of America in 2018. As a CERTIFIED FINANCIAL PLANNER™, Timothy focuses on understanding clients' goals and concerns to simplify personal financial matters. He is committed to building lasting relationships based on trust and assisting clients in developing comprehensive financial plans. Outside of his professional work, Timothy is interested in board games, cars, family activities, social events with friends, parenthood, and volunteering.

Colin Lessard is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked in various roles at Fidelity Investments since 2024. Outside of finance, he is an assistant manager for sales and service at The Bike Barn, a retail bicycle shop. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Thomas Harkins is a Series 66-registered financial advisor with LPL Financial, based in Londonderry, NH. He has eight years of industry experience, including twelve years at Enterprise Holdings LLC prior to joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Brian Lampron is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior career includes long tenure at Commonwealth Financial Network and more recent roles at various Cetera entities and Financial Strategies Retirement Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools and supports advisory programs through a large network of affiliated advisory firms.

Mark Ramsey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior firms include Sanford C. Bernstein & Co., LLC, and Bofa Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.