Jo Anne Dexter is a Financial Advisor with Merrill Lynch Wealth Management. She works directly with clients to define their financial goals and develop personalized portfolio strategies designed to help achieve them. Jo Anne provides ongoing advice and adjusts financial plans as clients' situations evolve. Her expertise encompasses education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and tax minimization. Jo Anne holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jo Anne earned a Bachelor's Degree from Southern New Hampshire University. Outside of her professional role, she enjoys gardening, singing, and spending time with her family. She is involved in community activities with Founders Academy and Weston Elementary.

Stacy Martel is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, Stacy worked at the British Beer Company for eight years and spent time as a homemaker. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Patrick Shea is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He collaborates with clients to enhance their financial wellbeing by optimizing benefits and developing wealth planning strategies tailored to their life goals. Patrick emphasizes understanding his clients' unique situations and needs to co-create and implement comprehensive financial plans. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Solutions Representative, Retirement Representative, Workplace Planning Consultant, and currently Benefits & Planning Consultant. Prior to Fidelity, Patrick worked as a Small Business Account Executive at Chase Paymentech Solutions from 2008 to 2011. Outside of his professional work, Patrick has interests in movies, reading, and writing.

Philip Amesoeder is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Eastern Bank and teaching positions at the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a range of strategies including discretionary portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.

Natalie Norton is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has been with Merrill since 2016. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Courtney Shane is a financial advisor with Morgan Stanley in Windham, NH, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by advanced analytical tools and models.

Benjamin Mitchell is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Foresters Advisory Services LLC and Foresters Financial Services. In addition to his advisory role, he is an insurance agent specializing in individual and group life insurance. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various specialized financial planning services.

Domenic Valluzzi is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2017. His background includes roles at the University of New Hampshire and involvement with UNH Recreation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Michaela Scott is a CFP® and ChFC® with 17 years of industry experience, currently serving at OSAIC since 2018. Prior to that, she worked at Jhfn Sii for nine years. In addition to her financial advisory work, she has been involved with Petey's Summertime Seafood Bar and Grill for over 17 years and holds leadership roles as co-chair of the Saint Anselm College Economics and Business Advisor Council and president of the American College of Financial Services Alumni Council. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and portfolio management strategies and operates a complex platform with multiple mergers, private-equity ownership, and extensive third-party commercial arrangements.

Denise Petrin serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. Her professional focus includes providing investment solutions tailored to small businesses, women, the LGBTQ+ community, military veterans, and retirees. Denise adopts a holistic approach to financial advising, integrating investment and retirement planning, wealth preservation, estate and legacy planning, and coordination with other trusted professionals to create personalized financial strategies. With over 30 years of experience in banking and wealth management, Denise helps clients and their families build, manage, preserve, and transition wealth. She emphasizes creating strategies aligned with clients' life stages, including preparing for and navigating retirement. Denise collaborates closely with clients to understand their goals and develop individualized plans aimed at sustainable income, wealth protection, and legacy preservation. Her community involvements include active roles with veterans organizations such as Veterans Count and the American Legion Women’s Auxiliary. Denise is a native of New Hampshire and holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed a non-accredited certificate program at Southern New Hampshire University. She is a member of multiple professional organizations, including the Concord Chamber of Commerce, Manchester Chamber of Commerce, Hooksett Chamber of Commerce, One Church, and the American Legion Auxiliary. Outside her professional and volunteer commitments, Denise enjoys outdoor activities such as biking, camping, and hiking, and values spending time with her family, including her five granddaughters.

Michael Welch is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and five years of industry experience. He has worked at PFS Investments Inc., Enterprise Bank, and Primerica Financial Services since 2019, as well as previous roles at Northlite Glass and Granite State Credit Union. Primerica Advisors is a large firm that manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by third-party asset managers and offers a range of portfolio approaches supported by BNY Mellon Advisors and Pershing.

Owen Mcgarrahan III is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Christopher Monroe is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Monroe is involved with KTOD LLC, where he participates as a testing team member for a trading card team, including playing in tournaments, streaming games, and coaching players. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

John Murphy is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles across media, sports, and corporate sectors, including at DraftKings Inc., Always On Media, and the Columbus Blue Jackets Radio Network. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and deliver customized investment solutions.

Shannon Weisensee is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2021, Weisensee held various roles including positions at Instacart, DoorDash, Lui Lui Italian Restaurant, Foxx Life Sciences, and Demoulas Supermarket Inc. (Market Basket). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm has distinctive features including registration as a commodity pool operator and a formal advisory role to multiple registered investment companies.

Robert Admirand is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at JetBlue Airways, Lyft, Signature Flight Support, and the Boston Globe. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver its investment solutions.

Keith Mc Ewen is a financial advisor at RBC Capital Markets in Nashua, NH, holding a Series 66 designation with six years of industry experience. He previously worked at State Street Bank & Trust and Olympia Moving and Storage. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile and implemented through a combination of in-house and third-party managers.

John Di Ruggiero is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with MML Investors Services since 2016 and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in insurance sales through Lionstreet and manages a financial services partnership called Highstreet Insurance Partners. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements without discretionary authority.

David Crespo is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Mutual of America Securities LLC and Axis Coach, and he has been affiliated with Primerica in various capacities since 2010. Outside of advisory work, he is involved in sales of investment-related products and part-time referrals for home security and automation products through Primerica-affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies created by unaffiliated asset managers. The firm supports a large network of advisors and offers several discretionary managed account options with custody and trade execution services provided by Pershing.

Melody Drew Geaber is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2010. Outside of her advisory role, she is involved as an influencer for a marketing platform where she reviews and promotes products. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base through discretionary management, fund advisory, and model portfolio delivery, incorporating systematic methodologies and long-term asset allocation benchmarks.