Natalie Allard Arell is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory role, she is involved in insurance sales through JD Mellberg Financial in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, and sovereign wealth funds. The firm provides investment management primarily on a discretionary basis through various model portfolios and managed accounts, supporting a large advisor network with its turnkey asset management platform.

Stephen O'Callaghan is a financial advisor with OSAIC Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His career includes positions at Ledyard Bank, Cco Investment Services Corp., Santander Securities LLC, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with extensive third-party and co-advisory relationships.

Baylee Demers is a financial advisor at Benjamin F. Edwards & Company, Inc. with the Series 66 designation and three years of industry experience. Prior to joining Benjamin F. Edwards in 2023, Baylee worked at several credit unions, including Granite State Credit Union, St. Mary's Bank, and Service Credit Union. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, and brokerage services.

Craig Smith is a CFA® charterholder with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at Granite Investment Advisors, Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal investment committee and integrates tax, accounting, and financial wellness services alongside traditional portfolio management.

Renrick Pesce is a CFP® professional with nine years of experience in financial advising. He is currently with Mariner and previously held roles at CITY NATIONAL BANK, RBC Capital Markets, Fidelity Brokerage Services, AXA Advisors, and John Hancock entities. His background also includes experience outside finance, having worked at both Lyft and Uber. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal management team and third-party allocations, with a notable integration of tax and accounting services uncommon for a firm of its size.

Scott Coulter is a CFP® professional with 32 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held roles at several firms including Citizens Securities, Inc., Santander Securities LLC, LPL Financial, IFMG Securities, Inc., and Invest Financial Corporation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

David James is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His work history includes roles at Infiex Investments, NH Trust, Ameriprise Financial Services, and Citizens Bank and its affiliated entities. Outside of his advisory work, he serves as President of the Board of Directors for the Plymouth Regional Huskies Football and Cheer nonprofit organization. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a broad network of advisers. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive model of firm supervision alongside adviser-managed accounts.

Alan Labrie is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at TD Bank, Citizens Securities, and Paychex, and has been affiliated with his current firm since 2021. Outside of finance, he serves as Director of Sacred Music at St. Andre Bessette Parish, where he coordinates music and performs as an organist and keyboardist. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jillian Thomas is a financial advisor at Mariner with five years of industry experience. She holds the ChFC® designation and Series 65 license. Prior to joining Mariner Wealth Advisors in 2021, she worked at Granite Investment Advisors from 2014 to 2021. She serves as a voluntary board member and Finance Committee member for The Woodside School, a nonprofit providing daycare services to children ages 0-5. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and uses a range of strategies including alternatives and digital assets, alongside notable tax and administrative capabilities uncommon among large advisory firms.

Joyce Skaperdas is a financial advisor at Mariner with 14 years of industry experience. She holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following roles at Granite Investment Advisors and Citizens Securities, Inc. She serves on the board of the Connors Kindness Project, a nonprofit organization based in Woburn, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

William Kearney is a CFP® professional with 44 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2016 and previously worked at Wedbush Securities Inc., Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. Outside of his advisory role, he manages a family amusement park in Concord, NH. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm provides a range of advisory programs, financial planning, investment management, and brokerage services, combining proprietary and third-party strategies with both discretionary and non-discretionary solutions.

Fabiana Pereira is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. Her career includes roles at LPL Financial, Salem Five Bank, Sentinel Benefits & Financial Group, and most recently NH Trust as an Associate Wealth Manager. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, employing a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Griffin Gardner is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and one year of industry experience. He has held multiple roles within First Command’s affiliated entities since 2024 and has prior experience working in education and hospitality sectors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team using model portfolios and approved third-party managers.

Mitchell Hayes is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including NYLIFE Securities LLC and Mass Mutual Life Insurance Company. Prior to his career in finance, he was employed at Irish Electric Corp. and the University of New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Katherine Carlson is a financial advisor at Equitable Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, MetLife Investment Fund Services, and Baystate Financial. Outside of her advisory role, she serves as president of the Northwood Historical Society, where she oversees board meetings and helps organize community programs. Equitable Advisors serves a wide range of clients, from individuals to corporations and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models, including third-party and proprietary solutions.

Harold Losey Jr. is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and has 44 years of industry experience. He has worked with City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a range of investment managers and customized strategies.

Paul Makris is a financial advisor with UBS Financial Services in Concord, NH, holding a Series 66 designation and over 26 years of industry experience. He has been with UBS Financial Services since 1999. Outside of his advisory work, he is involved in music as the manager and songwriter for Tripping Souls Productions, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a diverse platform of capital markets and lending solutions.

Evan Makris is a financial advisor with UBS Financial Services in Concord, NH. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2024, he worked in various roles including at Save-A-Suit and New Hampshire Distributors, and has a background that includes time at Sacred Heart University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, providing financial planning, portfolio management, and access to a broad range of investment products through a platform that integrates institutional trading capabilities with wealth management services.

Jeremy Benoit is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Benoit Financial Planners, Axiom Advisors, Lincoln Financial Securities, and New England Employee Benefits Company. He is the owner of Benoit Financial Group LLC, which focuses on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management, access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

James Mckenna is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at several firms including Infinex Investments, Federal Savings Bank, TIAA-CREF, Banc of America Investment Services, and Quick & Reilly. In addition to his advisory role, he serves as Senior Vice President at First Seacoast Bank, focusing on retail and commercial banking. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers.