Nathan Goodwin is a financial advisor with Cambridge Investment Research Advisors in Keene, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Baldwin Wealth Partners, KLR Investment Advisors, and Citizens Securities. Goodwin is also Enterprise Operations Director at Premier Planning Group, where he manages daily operations and supports advisor growth and office functions. Cambridge Investment Research Advisors serves a diverse client base through a network of independent financial professionals, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple custody platforms and proprietary and third-party model strategies, with investment approaches tailored to client objectives.

Nataliya Bergeron is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2013. She is also a notary public and works as an independent insurance agent in Keene, NH. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across various platforms.

Robert Seaman is a financial advisor with LPL Financial in Keene, NH, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Cambridge Investment Research and Lincoln Investment. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. 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 offers a range of advisory programs, retirement plan consulting, 529 account management, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and alternative strategies.

Gretchen Snow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles in education and outdoor recreation, and she operates a part-time tax preparation business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Alexander Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he held roles at firms and organizations including Ragged Mountain, New England Pro Greens and Turf, and Northwestern Mutual. His background also includes experience in outdoor education and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

Matthew Gordon Macey is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliated firms since 2025. Prior to entering the financial services industry, he held various roles in education and human resources, including positions at Elon University and multiple schools in Vermont. Mass Mutual Investors Services, LLC 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, utilizing firm-approved software and a collaborative approach to deliver written recommendations tailored to client goals.

Josephine Leise is a financial advisor with Ameriprise Financial Services in Brattleboro, VT, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Ameriprise and Equitable Advisors, along with involvement in businesses such as Hitchcock Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that collaborates with advisors on non-discretionary, tax-aware withdrawal strategies.

Tyler Davis is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual, Adam Stoffey, KFK Financial Insurance Services, and First Command Financial. He has also served in the United States Army National Guard since 2013. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisory programs with a wide range of financial products.

Nicholas Celentano is a financial advisor at Edward Jones in Keene, NH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments, Brady Sullivan Properties, and Bean Group. Outside of financial advising, he holds a real estate license in Keene but is not actively prospecting new clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Matthew Fliss is a CFP® with 10 years of industry experience, currently advising clients at LPL Financial since 2026. He previously worked at Edward Jones for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolio options supported by in-house and third-party research.

Elizabeth Newcombe is a CFP® professional with nine years of experience in the financial services industry. She is currently with LPL Enterprise and previously worked at firms including Fidelity Personal and Workplace Advisors and NH Trust/NH Mutual Bancorp. Newcombe is also involved with Better Homes & Gardens Masiello and serves on the board of the nonprofit Monadnock Music. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Ana Saavedra is a financial advisor with Edward Jones in Brattleboro, Vermont, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is involved in real estate through managing rental properties and a family partnership. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joshua Roberts is a financial advisor at Edward Jones in Brattleboro, VT, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and also has a background in real estate through Roger J. Roberts Real Estate. Outside of his advisory role, he serves as Vice President of Shared Housing Inc, an organization focused on promoting education and advocacy for shared housing benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its additional capabilities including a trust company and securities-based lending options.

Alan Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for 30 years at Peerless Insurance Company/Liberty Mutual Insurance. He serves as a trustee for the Cedarcrest Center for Children with Disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Annie Colombie is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Keene, NH. She has seven years of industry experience, including previous roles outside of finance such as positions at Enterprise Rent-A-Car and Bennington Pottery. Colombie serves as Finance Committee Chair for the Keene Lions Club. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of advisors and branches.