Donald Blalock is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2010. He has 16 years of industry experience. Outside of his advisory role, he owns and maintains a rental property in Wolfeboro, NH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Evelyn Jordan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and Edward Jones. Outside of finance, she is co-owner and social media manager of Grappellis Pizza in Peterborough, NH. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a wide range of investment advisory solutions supported by a large network of advisors and branch offices nationwide.

Ashley Stewart is a financial advisor with Fidelity Investments in Amherst, NH, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. She has worked with Fidelity since 2013 in various roles, including positions at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC 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 proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering a range of discretionary and non-discretionary advisory services.

Amaris Beal is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight through affiliated or unaffiliated sub-advisers.

Jacqueline Lundsted Lyons is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She joined RBC in 2025 after eight years at MacDowell and has prior experience with Nature's Green Grocer and Friendship Field Farm LLC. Lyons is involved with the New Hampshire Hunter Jumper Association and works as horse show staff in her community. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and nonprofit organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Robert Cathcart Jr. is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at infinex Investments, Inc. and operated his own advisory business prior to joining LPL Financial in 2025. Outside of his advisory work, he has been involved as a coach in sports and fitness at Trinity High School since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Marc Chareth is a financial advisor with Edward Jones in Milford, NH, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Edward Jones since 1992. Outside of advising, he owns a single-family rental property adjacent to his primary residence. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of more than 23,000 financial advisors.

Susan Frenette is a Series 66-licensed financial advisor with Edward Jones based in Amherst, NH, and has five years of industry experience. Her prior roles include positions at Pinnacle Mortgage Corp., Scott Griffin Financial, Fairway Independent Mortgage Company, and Residential Mortgage Services Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment products. The firm operates on a fiduciary standard and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, tax-efficient solutions, and securities-based lending.

Steven Amico is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked with firms including Northeast Investment Advisors, B.B. Graham & Company, and Banc of America Investment Services. He is also licensed to sell fixed insurance products such as life and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets through a network of more than 10,000 advisors.

Erin Bacon is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and is based in Hillsborough, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Matthew Pouliot is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments in various roles since 2007, including positions such as Investment Solutions Consultant, Managed Accounts, Client Management Representative, Associate Relationship Manager, Retirement Solutions Representative, and Investment Solutions Representative. Prior to his tenure at Fidelity, Matthew held roles at Wells Fargo Advisors as a Client Associate, at Northwestern Mutual as an Investments Associate, and as a Loan Officer at Homeowners Assistance. Matthew holds insurance licenses for Arkansas and California. His professional approach involves understanding each client's unique financial situation to develop tailored strategies aligned with their long-term goals. He emphasizes collaborative planning to manage risk and adapt to changing market environments, aiming to provide transparent and objective, client-centric service. Outside of his professional work, Matthew has interests in the beach, cars, fitness, movies, traveling, and volunteering.

Stephen Hett is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Cox is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 21 years of industry experience. He has worked in various capacities at Fidelity, including Fidelity Brokerage Services since 2004 and Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, and has a formal advisory role to multiple registered funds.

Ned Bermingham is a Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. In his role, he works closely with executives to develop financial plans tailored to their goals and priorities, emphasizing flexibility and actionable steps with measurable outcomes. He holds insurance licenses in Arkansas and California, which support his work in financial planning and consulting. Ned's approach centers on active listening and collaboration to ensure that his clients' financial objectives are effectively addressed. Outside of his professional responsibilities, Ned enjoys biking, boating, hiking, kayaking, and spending time with his family and pets.

Kate Field is a financial advisor with Fidelity Investments in Weare, NH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at various Fidelity entities since 2015. Outside of her advisory role, she is employed in retail and motorsports-related positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and structured funds.

Galen Nichols is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Nichols serves as Membership Chair for the CoPoCo Swim and Tennis Club in Concord, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

James Long is a CFP®-certified financial advisor with Edward Jones, based in Peterborough, NH, and has 19 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Brian Hall is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with around $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Nero is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of investment advisory programs under a fiduciary standard.

Patrick Curtin is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He previously worked at Triad Advisors, Inc. for 16 years before joining OSAIC in 2024. Curtin is also president of Curtin Financial Services, a sole proprietorship focused on comprehensive financial planning, securities sales, and insurance products. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios containing stocks, bonds, options, mutual funds, ETFs, and alternative investments.