Karen Stone is a financial advisor at Edward Jones with 15 years of industry experience. She has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of her advisory role, she owns a seasonal rental property managed through a real estate company in Wellfleet, Massachusetts. 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 solutions, supported by a large national network of financial advisors and branch offices.

Daniel Bezanson is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, research-supported model portfolios, and technology-driven management solutions.

Eugenio Permuy is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

William Slattery Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes long-term roles at Minnesota Mutual and Guardian Life Insurance Co. of America, alongside running his own business, Slattery Inc. He also operates as an independent insurance agent selling life, accident, health, and Medicare-related products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

Jennifer Williams is a CFP®-certified financial advisor with five years of industry experience, currently with LPL Financial. Her prior experience includes roles at The Foundry Financial Group, Cambridge Investment Research, Rowell's Services, and Ashton & Company, PA. Outside of advising, she works as a notary and provides bookkeeping services on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and diverse investment strategies.

Gregory Caulfield is a financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley since 2009 and concurrently serves at Morgan Stanley Private Bank, National Association since 2015. Caulfield holds a Series 63 designation. Outside of his advisory role, he is a member and co-owner of Tioga Properties, LLC, where he oversees property management operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Justin Rasmusson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial, he worked at Fidelity Brokerage Services and Fidelity Investments. He has served in the Air National Guard since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from LPL Research and third-party subadvisors, and incorporates technologies such as machine learning in its investment strategies.

Bonnie Ireland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with LPL Financial and its predecessor entities since 2006. Outside of advisory services, she spends part of her time offering and selling life, health, disability, long-term care, and fixed annuity insurance products to clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

Mary Gaudet is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2003. In addition to her advisory role, she serves as the acting trustee of an irrevocable trust and operates Gaudet Financial Services LLC, which manages her business-related financial accounts. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs various analytical tools to support client goals, along with specialized programs for municipal finance and employer-sponsored retirement plans.

Nicholas Trudel is a financial advisor with Edward Jones in Gilford, NH, holding the CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including six years at Banks Chevrolet prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Timothy Fitzbag is a financial advisor with Ameriprise in Belmont, NH, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Fitzbag owns a retail business specializing in racing collectibles and is active as a digital creator and social media influencer, as well as an amateur runner. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Decamp is a financial advisor with Morgan Stanley in Gilford, NH, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved in several real estate-related business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm‑approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services including investment management, estate planning, and corporate financial planning agreements.

Robert Kennelly is a financial advisor with Ameriprise who holds a Series 66 designation and has 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the Meredith Rotary Club, where he manages funds dedicated to scholarships for local students. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets. The firm provides structured, research-based recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Edward Ronan is a CFP® professional with 27 years of industry experience, currently practicing at LPL Financial where he has worked since 2004. Prior to this, he spent 20 years at Bay Financial Advisors, Inc. He is a board member of myWMT, a nonprofit business networking group for wealth management professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by in-house and third-party research.

Christopher Russell is a financial advisor at Edward Jones in Wolfeboro Falls, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he spent 11 years at Northway Bank. Outside of his advisory role, he coaches 4th-6th grade basketball at the North Conway Community Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors.

Jeffrey Mc Guinness is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include four years at Edward Jones and work in education and healthcare settings. He operates his practice under the names McGuinness Wealth Advisor and North Atlantic Investment Partners in Wolfeboro, NH. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary investment consulting and planning supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance activities.

David Bochichio is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he founded and operated D&M Creative, LLC from 2020 to 2023. He is also involved as a volunteer board member and coach for By, With, and For Autistic Adults, supporting autistic leaders in business and employment. Additionally, Bochichio creates content for a gaming YouTube channel. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Donald Albiston is a financial advisor at OSAIC with 43 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior firms include Lincoln Financial Advisors Corporation and The Prudential Insurance Company of America, where he worked for over four decades. Albiston also provides accident and health insurance, disability insurance, fixed annuities, and traditional life insurance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes integrated brokerage and advisory services, employing asset-allocation tools and third-party managers to create portfolios that can include a wide range of investment types.

Robin Cook is a Planning Consultant at Fidelity Investments, where they provide comprehensive financial planning services, including retirement planning, investment strategies, and income planning. They have been with Fidelity Investments since 2022, holding positions such as Investment Consultant, Central Relationship Manager, High Net Worth Service Associate, and Client Relationship Advocate. Robin holds insurance licenses in Arkansas and California. Outside of work, Robin enjoys fitness, hiking, spending time at the lake, music, outdoor adventures, and running.

Mark Feigelman is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.