Elliot Evans is a CFP® and ChFC® with 12 years of experience in the financial industry, currently serving at Edward Jones since 2014. He holds the Series 66 designation and is based in Epping, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Khristina Harris is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various capacities within Fidelity since 2000, including roles at Fidelity Investments Institutional Services Company Inc and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, incorporating systematic methodologies and oversight controls in managing its model portfolios.

Robert Ortins is a financial advisor at Edward Jones in Stratham, NH, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience and has been with Edward Jones since 2000. 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 and offers a range of advisory strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

Richard Hackett II is a CFP® professional with 31 years of industry experience, currently with Cetera since 2021. His prior roles include a seven-year tenure at Voya Financial Advisors and long-term involvement with Creteau, Hackett, Lachapelle & Associates, LLC. Outside of advising, he is a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

Deanna Mc Carthy is a financial advisor at Edward Jones with eight years of experience at the firm and a Series 66 designation. Prior to joining Edward Jones, she worked for the Town of Newmarket for eight years. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Rick Creteau is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of advising, he has engaged in fixed insurance sales, including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

John Gill is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and MSI Financial Services. Outside of his advisory work, he serves as a trustee for the Dover Children’s Home nonprofit and is a board member for the Oyster River High School Boys Soccer Boosters. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing firm-provided asset-allocation tools and third-party solutions to manage portfolios across a range of asset classes.

Michael Fraser II is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2011. Outside of his advisory work, he is the sole proprietor of Phresh Entertainment, where he provides editing and hosting services. 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 in managing discretionary and non-discretionary portfolios.

William Goldstein is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Durham, NH. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Luz Sandoval Kettle is a financial advisor with Cetera holding a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Lighthouse Credit Union and Visions Federal Credit Union, as well as experience as a cultural care au pair. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform approach.

David Malone Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over 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 nationwide network of more than 23,700 advisors.

John Creteau is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously with Voya Financial Advisors. Outside of his advisory role, he serves as president of The Spaulding High School Baseball Fan Club, an organization that raises funds for high school baseball programs. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management options and access to third-party money managers.

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

Frank Depeters is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Metropolitan Life Insurance Co, Ohio National Financial Services, and several other financial firms. He is also the owner of Comprehensive Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

William Ducharme is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Munters, Southern District YMCA, and Chipotle Mexican Grill, among others. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Noah Paige is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors and Flight Financial Group. Outside of advisory work, he volunteers as an instructor for AFES. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client goals.

Dustin Ramey is a CFP®-credentialed financial advisor with Edward Jones, serving clients in Raymond, NH. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is a member of the Sanborn Regional School Board in Kingston, NH. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Edward Wardle is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. Wardle is also a licensed insurance agent, providing life and long-term care insurance to clients as needed. OSAIC serves a diverse mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment vehicles, managed on discretionary or non-discretionary bases.

Stephen Coolidge is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he focuses on developing financial plans that align with clients' priorities and goals, emphasizing personalized strategies based on individual client needs. Prior to his current role, Stephen worked as an Investment Solutions Consultant at Fidelity Investments Life Insurance from 2013 to 2018. His experience spans various aspects of financial consulting, with a focus on investment solutions and executive planning. Stephen values understanding each client's unique situation to provide tailored financial advice. Additional information regarding his education, credentials, personal interests, or community involvement was not provided.