Miranda Bertram is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, True North Wealth Management, and Benson Wealth Management. She also serves as an administrative assistant at SK Management. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of more than 23,700 financial advisors.

Kevin Cook is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 1999, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, while also serving as a commodity pool operator and advisor to multiple registered funds.

Elisabeth Larson is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. She previously worked at Fidelity Investments, where she was employed for 22 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various affiliated investment products and fiduciary advisory services.

Mark Borak Jr. is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research Advisors and Aggregate Advisors. Outside of his advisory role, he is also active in insurance sales as an agent and broker, focusing on life, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

John Serrecchia is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at MetLife Securities Inc., Mariner, and New England Securities prior to joining MassMutual. Outside of advising, he is an enrolled agent providing tax preparation services and works as an independent insurance agent. MassMutual Investors Services operates as a subsidiary of MassMutual, offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers through annual, collaborative planning engagements.

Matthew Sasso is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Fidelity and its affiliated entities since 2014, with a prior year at Citizens Securities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs, and maintains roles as a commodity pool operator and advisor to multiple registered investment companies.

Anna Highter is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that include both in-house and third-party managers, incorporating options for tax management and responsible investing.

Allison Moreira is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked across various Fidelity entities since 2010, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, formal advisory roles with multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

Stanley Greene is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2016. He has 10 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Lisa Madsen is a financial advisor with Edward Jones in Milford, NH, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she maintains a Shaklee distributorship primarily for personal product purchases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates nationally with over 23,700 financial advisors.

Benjamin Cardinale is a ChFC® with 33 years of industry experience and is currently with Mass Mutual Investors Services. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is also an insurance agent handling individual and group life and health policies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary authority over client investments.

Russell Demarest is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a trustee on the investment committee of the Congregational Church of Amherst, NH. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, focusing on collaborative annual engagements that utilize firm-approved software to analyze client goals and deliver written recommendations.

Ashley Concha Vera is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was employed at Fresenius Medical Care and Crotched Mountain Rehab. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Benjamin Mitchell is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Foresters Advisory Services LLC and Foresters Financial Services. In addition to his advisory role, he is an insurance agent specializing in individual and group life insurance. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various specialized financial planning services.

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.

Louis Cardinale is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Outside of his advisory role, he is an insurance agent specializing in individual and group life and health insurance and serves as a general partner in a business expense sharing LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and delivers recommendations primarily focused on investment categories and strategies.

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.

Robert Cathcart Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include positions at Trinity High School, where he serves as a coach, Infinex Investments, Inc., and VOYA Financial Advisors. Outside of his advisory work, he is involved in coaching sports and fitness at Trinity High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Torrey Greene is a financial advisor with LPL Financial in Amherst, NH, holding Series 63 and Series 65 credentials and over 41 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Lincoln Financial Securities Corporation for 16 years and Osaic FS, Inc. for 20 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with advanced research and operational tools.