Regina Kozsan is a CFP® professional with 21 years of experience in the financial services industry. She is currently a partner at Globe Wealth Management, LLC and affiliated with Cetera, where she has worked since 2016. Outside of her advisory roles, she serves as a committee member at the Parish of the Resurrection, assisting with budgeting and fundraising. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a network of over 10,000 advisors and more than $256 billion in assets under management.

Nichole Reinhardt is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Her prior experience includes roles at Lincoln Financial Securities Corp. and Rd Financial Services LLC. She is also the owner of CW Financial Strategies, LLC, an entity involved in operating expenses and recruiting. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Jennifer Carleton is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, currently also associated with City National Bank. She serves on the Board of Directors for the Capital Region Food Program, a volunteer organization. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Shawn Millerick Jr. is a financial advisor with Cetera and holds the Series 66 designation. He has been in the industry for less than a year, with prior experience including roles at Meeder Investment Management and DHL Supply Chain. Shawn has also worked in various service and retail positions during his time at The Ohio State University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use a range of investment strategies, including model portfolios, third-party managers, and bespoke approaches.

Brittany Baylor is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she sells produce from her home garden in Middleton, NH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Gary Mc Guirk is a Private Wealth Advisor at Merrill Private Wealth Management, where he focuses on helping clients develop customized wealth management strategies. With over 27 years of experience, Gary and his team emphasize risk tolerance, liquidity needs, cash flow analysis, and after fee/tax returns to create tailored plans that address the unique and evolving wealth preservation needs of families. His approach includes holistic planning that considers both long- and short-term goals, tax-efficient strategies, and wealth transfer to future generations. Before joining Merrill in 2002, Gary was a Managing Director at Robertson Stephens and began his career at Montgomery Securities. He practiced law in Connecticut and Massachusetts from 1987 to 1996. Gary holds a Bachelor’s degree from the College of the Holy Cross and a Juris Doctorate with Honors from the University of Connecticut School of Law. He holds the Personal Investment Advisor (PIA) designation. Gary is actively involved in community and professional organizations, having served on the board of Nativity Preparatory School and supporting local charities such as Campaign for Catholic Schools in Boston and Pine Street Inn. He is also a frequent guest lecturer on finance and economics at the College of the Holy Cross. Outside of work, Gary enjoys boating, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Timothy Davidson is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Davidson & Stone PLLC. In addition to his advisory role, he owns a tax preparation business and is involved in accounting and consulting services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized municipal and retirement plan advisory programs.

Douglas Cate Jr. is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at PFS Investments Inc., Polaris, and Primerica Financial Services, as well as over two decades at US Cellular. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale, with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

Jonathan Marvin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Cambridge Investment Research Advisors. His career includes prior roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. Marvin serves on the board of YMCA Camp Coniston and acts as a trustee of trust funds for the Town of Bow. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm offers multiple management platforms and proprietary model strategies under the Founders Gate Capital brand.

Adam Davidson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 14 years of industry experience. He previously worked at Ameriprise from 2015 to 2023 before joining Raymond James in 2023. Outside of his advisory role, he is involved in accounting and tax services as an officer and partner in two separate CPA-related businesses, Davidson & Sons, Inc. and Davidson & Stone, PLLC. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting.

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.

Christopher Williams is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Metlife Securities Inc., Mariner, and New England Securities. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Daniel Ringelstein is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in partnership with The Doyle Group based in Manchester, New Hampshire. He provides high net worth clients with tailored financial strategies, investment management services, and comprehensive wealth forecast planning to support their long-term goals. Daniel earned his Bachelor's Degree in Economics from Vassar College in 2000. He began his finance career as a Cash and Equity Trader in Manhattan until 2007, followed by a role as Portfolio Manager and Partner at ECM, a Norwegian-based hedge fund company. In 2011, he co-founded Winnipesaukee Capital LLC, focusing on managing private equity and real estate investments in Northern New England. Since transitioning to wealth management in 2013, Daniel has worked at Merrill Lynch and Morgan Stanley, building upon his extensive investment experience. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Daniel enjoys hiking, boating, and swimming in the Lakes Region of New Hampshire and Norway with his wife and two sons. He is also an automotive enthusiast and collector.

Jason Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes positions at the Department of Homeland Security and the U.S. Postal Service. Outside of his advisory role, he participates in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Nathaniel Buiel is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. He previously worked at Ameriprise and has been associated with Davidson & Stone, PLLC, and Davidson & Sons, where he provides tax preparation and financial advisory services. He is also a partner in a commercial real estate venture that houses his accounting and advisory practices. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Jamin Purtell is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cadaret Grant & Co., Inc., Lincoln Financial Advisors Corporation, and Signator Investors Inc. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Cassandra Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Brendan Furtek is a financial advisor with Cetera in Concord, NH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Bank of New Hampshire and Morrison Nursing Home. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with more than 10,000 advisors managing over $256 billion in assets.

Philip Keller is a financial advisor with RBC Capital Markets in Concord, NH, holding the CFP® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. Keller serves on the finance committee at St. Joseph's Cathedral in Manchester, NH, and advises on fundraising strategies at The Granite YMCA. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory and brokerage services to individual, institutional, and charitable clients. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, with options for tax management and responsible investing.

Stacey Blodgett is a CFP® professional with 27 years of industry experience, currently serving at Cetera in Concord, NH. Her prior work includes roles at Morgan Stanley and Investors Capital Corp., as well as leadership positions at Globe Wealth Management. Outside of her advisory work, she is a board member of a condominium association and a partner in several business ventures including real estate and an LLC managing forestry payments. Cetera operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a variety of discretionary and non-discretionary investment management and financial planning services.