Corey Lefavor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served in the United States Navy for 21 years and worked with Veterans Upward Bound for three years. Outside of his advisory role, he manages a rental property in Jacksonville, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jordyn Lynds is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to Edward Jones, Jordyn worked at HUB International and ICNE. Outside of financial advising, Jordyn is involved with the Henry Heywood Memorial Hospital as a resident leader focused on healthy food access, social inclusion, and economic empowerment, and is the owner of Winchendon Woods Farm, where they manage animal care and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports these services with a large network of financial advisors and branch offices nationwide.

Jacqueline Lundsted Lyons is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and previously worked at MacDowell for eight years. Outside of her advisory role, she is involved as staff for horse shows with the New Hampshire Hunter Jumper Association and Friendship Field Farm LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies and a combination of in-house and third-party managers to meet client needs.

Joseph Croteau is a financial advisor at Raymond James Financial with seven years of industry experience. He previously worked at Commonwealth Financial Network and Technical Products Inc. In addition to his advisory role, he is involved with Croteau Financial as an associate employee. 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 consulting, supported by analytical tools and a unique affiliation with a municipal advisor.

John Dibenedetto is a financial advisor with LPL Financial in Lunenburg, MA, holding Series 63, 65, and 66 licenses and two years of industry experience. His prior roles include positions at Workers Credit Union, Cmind, and Ascendi Advisor Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options, including model portfolios, third-party asset management, and institutional platforms, supported by machine-learning tools for operational and research purposes.

Peter Fredericks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Edward Jones, Lincoln Financial Securities, and Putnam Investment Management. Fredericks is also involved with Workers Federal Credit Union. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of customizable investment strategies and technological tools.

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.

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.

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 with Fidelity, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes longstanding roles within Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and more recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and engages in activities such as fund advisory and managing registered investment companies.

Michael Cox is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity divisions since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

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.

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.

Cailte Kelley is a CFP® and holds a Series 66 license, with 10 years of experience at Edward Jones in Winchendon, MA. She has also been self-employed as a musician since 1997, performing piano and vocals for various bands and events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services.

Jacob Van Hillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Emergency Signal Systems and Mount Wachusett Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Brian Hall is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. 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 programs and investment strategies, supported by a large national network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

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.

Jerica Wilkins is a financial advisor at Edward Jones with a Series 66 designation and over three years of industry experience in roles including her current position. Her prior work spans healthcare and retail sectors, including positions at MAS Medical, Speare Memorial Hospital, and J Crew. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Rick Robichaud is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. In his role, he focuses on understanding the priorities of clients and their families to tailor investment and retirement plans that align with their unique goals and motivations. Rick leverages both his experience and the resources of Fidelity to assist clients in optimizing their financial strategies. Rick holds a California Insurance License, which supports his expertise in advising clients on insurance-related financial matters. Outside of his professional responsibilities, he engages in family activities and enjoys playing golf.