Troy Sanborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at People's United Advisors and People's Securities, with his current position at LPL Financial beginning in 2022. He is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Lucy Wagner is a Financial Advisor with Merrill Lynch Wealth Management and a member of the SWP Group, which collectively brings 75 years of industry experience. She is committed to delivering a disciplined approach to investing, emphasizing transparent fees and proactive communication to help clients achieve their financial goals. Since beginning her career at Merrill Lynch Wealth Management as an intern and joining full-time in 2007, Lucy has developed expertise in family wealth management strategies, personal retirement planning, portfolio management services, and supporting women and wealth. Her roles have included serving as a Registered Client Associate and working in Practice Management Consulting and Advisor Strategy & Development, where she focused on initiatives such as the Optimal Practice Model strategy, campus recruitment, diversity efforts, and coaching emerging advisors. Lucy holds a Bachelor's Degree from Wagner College and has earned designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She lives in New Hampshire and enjoys hiking, bicycling, and engaging with her community. Additionally, Lucy is involved with organizations such as New York Cares, New York Says Thank You, Room to Grow, The Bowery Mission, and Thetford Academy.

Vincent Whatley is a CFP® with 24 years of industry experience, currently affiliated with Raymond James & Associates. He has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC over a 15-year period. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Suzanne Killea is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2003 and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Melissa Leintz is a CFP® and Series 66-licensed financial advisor with Edward Jones in New London, NH, where she has worked since 2016. She 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 investment products, and operates under a fiduciary standard.

Wyktor Cavalcante is a financial advisor with Edward Jones in Lebanon, NH, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Bar Harbor Bank & Trust and has experience in the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Joseph Palatucci is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Merrill Lynch since 1997, concurrently associated with Bank of America since 2009. Outside of his advisory role, he is the sole owner of a rental property business in Windsor, Vermont. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individual, high-net-worth, pension, corporate, and charitable clients. The firm offers model-based and discretionary investment strategies overseen by internal and third-party managers and emphasizes varied portfolio implementation aligned with client tax sensitivity and investment restrictions.

Philip Estabrook III is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and over 50 years of industry experience. He has been with Stifel Nicolaus & Co. since 2008. Outside of his advisory work, he serves on the boards of the Newport Library Arts Center and the Newport Charitable Fund, providing investment and charitable giving advice. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, which informs asset allocation and retirement planning.

Bruce Sallah is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kenneth Goodrow is a Series 66-licensed financial advisor with nine years of industry experience, currently working with Cetera. He has held roles at Avantax and 1st Global, and maintains a longstanding affiliation with Tyler, Simms & St. Sauveur, PC, where he provides CPA services. Goodrow serves as an audit and accounting committee member for the UTO Team America, a business association of CPA firms focused on the automobile industry. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that supports discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Christopher Christensen is a financial advisor with Morgan Stanley in Hanover, NH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he served in the U.S. Army for seven years and has work experience in healthcare and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning services.

Maria Horne is a Series 66-licensed financial advisor with LPL Financial, based in Claremont, NH. She has one year of industry experience and has worked at LPL Financial and Claremont Financial Services. Outside of her advisory role, she is a commissioned notary public in New Hampshire. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Ryan La Croix is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in White River Junction, VT. Outside of his advisory role, he is a member of the Randolph Recreation Advisory Committee in Vermont, where he participates in community events and supports local recreational initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and is recognized for its extensive retail advisor network and affiliated financial services.

Robert Maccioli is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 credential and has worked at Woodbury Financial Services, Inc. and multiple related entities including Horizon Financial Services, where he serves as owner and provides services such as income tax preparation and payroll as well as fixed term life and health insurance. Outside of advising, he owns an LLC that designs and develops wildlife food plots. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers, using various tools and platforms to construct portfolios tailored to client needs.

Scott Beckman is a financial advisor with Charles Schwab in West Lebanon, NH, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Edward Jones and Natixis Global Associates. Outside of his advisory work, Beckman coaches a youth ski race development program at Mount Sunapee. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized infrastructure for custody, brokerage, and advisory services.

Kayla Putnam is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC and Claremont Financial Services. She serves as a director and board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through advisory programs and institutional consulting.

James Goodrich is a financial advisor with Morgan Stanley in Hanover, NH, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its advisory process.

Michelle Paris is a financial advisor with LPL Financial in Newport, NH, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior work includes positions at Sugar River Bank and Invest Financial Corporation. She is also associated with T-Squared Financial, which operates as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Bernadette Longfield is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has worked at Bank of America, Merrill, and Wells Fargo firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a variety of individual and institutional clients.

Robert Littlefield is a financial advisor with Raymond James Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Raymond James since 1999 and operates Littlefield Wealth Services and Littlefield & Associates, which are non-investment-related support companies he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.