Trent Mc Goldrick is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has prior experience as an independent insurance broker and roles at Aligned Real Estate Partners and Fidelity Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Elizabeth Benoit is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Axiom Advisors LLC, Commonwealth Financial Network, and Lincoln Financial Securities Corporation. Outside of her advisory roles, Benoit provides tax preparation services through Cyndie Barone & Associates and operates multiple independent financial planning and advisory businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Nicholas Kurtz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare-related roles at Wentworth Douglas Hospital and York Hospital. Outside of finance, he has experience working at Wentworth Institute of Technology, Cochecho Country Club, and Dover High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

Valerie Alves is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. since 2015. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Eric De Lorey is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones in Rochester, NH since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

Rita Croll is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she has experience in sales related to mortgage products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.