Christopher Fisher is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and 25 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Advisory Services. Outside of his advisory role, he owns an accounting and tax consulting business and serves on the board of Merrimac Heights Academy, a nonprofit educational institution focused on experiential learning. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services, with access to both affiliated and unaffiliated third-party managers and multiple program structures.

Adam Tobin is a Certified Financial Planner (CFP®) with over 32 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs and financial planning services with both discretionary and non-discretionary management options supported by extensive research and model portfolios.

Justin Littlefield is a CFP® professional with 23 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisor role, he is the founder and owner of Littlefield Holdings LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement services through independent Financial Professionals, utilizing various portfolio management and model-based solutions.

John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with firms including First Tech Federal Credit Union and Addison Avenue Financial Partners, where he also provides financial advice to members through AddisonAvenue Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools to support client goals and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Jennifer Woodhead is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with clients to understand their unique goals and create customized financial plans that align with these objectives. Jennifer's professional experience includes her current position at Fidelity Investments since 2022, where she initially served as a Workplace Planning Consultant before advancing to her current role in 2023. Prior to joining Fidelity, she worked at Charles Schwab Independent Branch as an Associate Financial Consultant from 2020 to 2022 and as a Client Service Specialist from 2018 to 2020. Earlier in her career, Jennifer was an Applications Consultant at Standard & Poor's from 2001 to 2004.

Elisa Giroux is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Rise Private Wealth Management and Keller Williams Realty Metropolitan. Elisa also maintained a real estate license alongside her advisory career. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

John Ecklund is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Financial Strategies Retirement Partners, and Equitable Advisors, LLC. Outside of finance, he has experience working at Rays Seafood and in educational roles at the University of New Hampshire, Trinity High School, and Hillside Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Peters is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has nine years of industry experience and has worked at Primerica Advisors since 2019. Prior to this, he spent 15 years at Wurth USA and has been affiliated with Primerica Financial Services since 2001. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third parties and supports account custody through Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Sondos Abedallah is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. 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, offering model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party style managers for a range of individual and institutional clients.

Joseph Chingas is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients and their families to develop and refine comprehensive financial plans aimed at helping them progress toward their financial goals and achieve peace of mind. Joseph has been with Fidelity Investments since 2013, serving in various capacities including Financial Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. His professional experience encompasses a broad range of financial services and investment consulting responsibilities. Outside of his professional work, Joseph has personal interests in fitness, golf, hiking, music, parenthood, and reading.

Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Terence Mc Cormick is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its predecessor entities since 1986. Mc Cormick serves on the board of directors for the Londonderry Square Condo Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by a centralized consulting team.

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.

Byron Spinney is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at various firms, including Casella and Wheelabrator, before joining Primerica Advisors in 2020. Outside of advisory services, Spinney is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

Sara Janes Hoag is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2012 and has prior experience at Maverick Integration and Sirus Importers Limited. Hoag serves as Board President of Webster House, a nonprofit organization in Manchester, NH. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program based on model-delivery strategies created by unaffiliated asset managers, supported by discretionary separately managed accounts and custodial services provided by Pershing and BNY Mellon Advisors.

Joseph O'Brien is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,000 advisors.

Cameron Egan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of his advisory work, he is involved with Pointes North Wealth Management, LLC, engaging in sales and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

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.

Lisa Walker Gallant is a ChFC® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. She serves as Chair of the Finance Committee for the Boys and Girls Club of Greater Salem, where she is a current board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Christine Grady is a CFP®-certified financial advisor with 25 years of industry experience, currently with Fidelity in Nashua, NH. She has worked at various Fidelity entities since 1999, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs, and serves in formal advisory roles for multiple registered investment companies.