John Caputo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his work at Wells Fargo, he holds a 50% ownership in DECA Wealth Management in West Lebanon, NH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services using proprietary research and tools, with planning engagements tailored to client needs and integrated with other financial products and services.

Virginia Mcgrody is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. Her career includes roles at Avantax Advisory Services and 1st Global Advisors, and she has been involved in CPA and tax consulting services through Ascend Partner Services LLC. Mcgrody serves as a corporator for Mascoma Mutual Financial Services Corporation and is a member of the tax committee for AutoTeam America, a group specializing in auto dealership taxation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.

Timothy Draper is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Roberts, Minichiello & Associates Team. He serves individuals and families with complex financial lives who have outgrown traditional advisory models. Timothy's expertise includes areas such as college education planning, corporate benefits, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with high net worth individuals and families, business owners, corporate executives, partners, physicians, and practice owners, managing approximately 1.8 billion in client assets across 40 states. His approach emphasizes integrated planning, direct client access, proactive guidance, and trust through regularly reviewed strategies. Timothy coordinates complex financial matters including deferred compensation, equity events, partnership income, and multigenerational wealth planning, collaborating with clients' CPAs and attorneys. Timothy holds a Bachelor's degree from Plymouth State University and has studied at Lake Forest College. He carries the Personal Investment Advisor (PIA) designation. Outside of his professional activities, he is involved in community organizations such as Granite United Way, Hanover Chamber of Commerce, Hanover Hockey Association, Project Search, Rotary International, and Youth In Action. He grew up in the Upper Valley and maintains a connection to that community. His personal interests include baseball, golfing, hiking, ice hockey, and spending time with his family.

Gregory Miller is a Series 66-licensed financial advisor with UBS Financial Services, based in Orford, NH, and has 20 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he provides marketing advice and operational assistance to his family’s summer camp business, Camp Merriwood. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody solutions.

Cody Summerall is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021, following prior roles at AssetMark Financial, AssetMark Brokerage, and other financial firms. Outside of his advisory career, he was involved with Print3dSRQ from 2016 to 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and nonprofit entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles.

Brandon Campbell is a financial advisor with Ameriprise in South Royalton, VT, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he is president of Rancho Burrito Inc., a business involved in office management and staffing. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.