Cailte Kelley is a CFP® and holds a Series 66 license, with 10 years of experience at Edward Jones in Winchendon, MA. She has also been self-employed as a musician since 1997, performing piano and vocals for various bands and events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services.

Brian Hall is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. 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, supported by a large national network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Joshua Nero is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of investment advisory programs under a fiduciary standard.

Patrick Curtin is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He previously worked at Triad Advisors, Inc. for 16 years before joining OSAIC in 2024. Curtin is also president of Curtin Financial Services, a sole proprietorship focused on comprehensive financial planning, securities sales, and insurance products. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios containing stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jerica Wilkins is a financial advisor at Edward Jones with a Series 66 designation and over three years of industry experience in roles including her current position. Her prior work spans healthcare and retail sectors, including positions at MAS Medical, Speare Memorial Hospital, and J Crew. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Micheal White is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to produce written Recommendation Reports, supporting clients with a range of advisory, brokerage, and insurance solutions through its institutional platform.

Rick Robichaud is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. In his role, he focuses on understanding the priorities of clients and their families to tailor investment and retirement plans that align with their unique goals and motivations. Rick leverages both his experience and the resources of Fidelity to assist clients in optimizing their financial strategies. Rick holds a California Insurance License, which supports his expertise in advising clients on insurance-related financial matters. Outside of his professional responsibilities, he engages in family activities and enjoys playing golf.

Michelle Scott is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in teaching group fitness classes at Hampshire Hills Athletic Club in Milford, New Hampshire. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies in managing model portfolios.

Kimberlee Hemmer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Beachbody, LLC and Brady Corporation. Outside of her advisory role, she is involved in her local community as the Supervisor of the Checklist for the town of Mason, NH. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Brian Burbach is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Concord Christian Academy and South Merrimack Christian Academy for over two decades combined. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsay Perrin is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and a period at Souhegan High School, alongside long-term involvement with Hampshire Hills Athletic Club. 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 solutions supported by a large network of advisors and branch offices nationwide.

Andrew Benson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Raymond James, he spent 10 years with Edward Jones. He is involved in several business ventures, including ownership of 109 Ponemah, LLC, where he manages a commercial property intended to house his advisory practice. 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, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports advisory programs with comprehensive analytical tools and a focus on compliance and technological advancement.

Leigh King is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, King worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, King is the owner of LEK Enterprises LLC, a real estate holding company. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports and a broad range of advisory, brokerage, and insurance solutions.

Joseph Durell is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he serves on the boards of the Keene Cal Ripken Baseball/Softball Association and the Peterborough Sunshine Fund, both nonprofit organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates in-house and third-party investment managers, providing solutions tailored to each client's risk profile.