Trudi Gosine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Pfs Investments Inc. and Primerica Financial Services since 2002 and has been a State of New Hampshire Notary for 20 years. Her activities include sales of investment-related products and occasional referrals for home security and automation services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates approximately 3,698 financial advisors across about 1,829 offices with roughly $15.5 billion in assets under management.

Robert Laux is a financial advisor with Morgan Stanley in Gilford, NH, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Laux serves as a volunteer emergency medical technician and is involved in local governance and nonprofit finance committees in Hebron, New Hampshire. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Joel Arsenault is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at The Foundry Financial Group, Inc. Arsenault serves as a board member for Granite VNA and Granite State Beginnings, and is involved with SCORE Association as a presenter. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary and third-party model strategies across various custody platforms.

Jessica Mclavey is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of her advisory role, she provides pet sitting and dog walking services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

James Kuekan is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 22 years. Outside of advising, he is involved in insurance-related activities as an agent offering various insurance products and fixed annuities. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and offers portfolios constructed using asset-allocation tools, risk assessments, and automated rebalancing across multiple investment types.

Jason Pochily is a financial advisor with Edward Jones in Laconia, NH, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and serves concurrently in the United States Marine Corps. Outside of his advisory role, he owns and manages an equine boarding and training facility in Belmont, NH. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services through a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.