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.

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 possessing 51 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008, following a decade at A.G. Edwards & Sons, Inc. Estabrook serves on the boards of the Newport Library Arts Center and the Newport Charitable Fund, providing guidance on investment and charitable giving. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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 financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she was associated with Claremont Financial Services and has held roles at Claremont Savings Bank and Fitchburg State University. She is also a commissioned notary in the state of New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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, New Hampshire, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with LPL Financial since 2018 and has prior experience at Invest Financial Corporation and Sugar River Bank. Paris has also operated T-Squared Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bernadette Longfield is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has worked with firms including Bank of America, Wells Fargo Clearing, and A. G. Edwards & Sons. 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. The firm offers a range of model-based and discretionary investment strategies for individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Robert Littlefield is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has operated Littlefield Wealth Services and Littlefield & Associates since the mid-1980s in roles including owner and president. Littlefield is also CEO and president of Littlefield & Davidson Wealth Services, a non-compensated support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning that incorporates risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.

Keith Lewandoski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. His work history includes positions at Morgan Stanley, Metlife Securities, and Mass Mutual, along with founding Upper Valley Tax Preparation. He also serves as a board member for Cover Home Repair, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services with a range of implementation options, including proprietary and third-party model strategies.

Rob Harris is a financial advisor with LPL Financial in Newport, NH, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill Lynch, and Morgan Stanley. He is also associated with Sugar River Bank as a financial institution duty advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Danielle Lara is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 17 years of industry experience. She has worked at Equitable Advisors since 2007, with prior roles at Axa Advisors, Independent Financial Partners, and NRP Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.