Katherine Carlson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior work includes roles at AXA Advisors, Mass Mutual Investors Services, and Baystate Financial. She serves as President of the Northwood Historical Society, organizing board meetings and community programs. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

John St Pierre is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Troiano is a financial advisor with Stifel in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with a Non Family Trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Raymond Oliver Alvarez is a Series 66-licensed financial advisor with Equitable Advisors, bringing two years of industry experience. In addition to his advisory role, he is the owner of Mainely Kitchens and Baths Inc. and Summerhands Construction, two non-investment-related businesses. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, and institutions, offering financial planning, brokerage services, and access to third-party asset managers through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Andrew Hooper is a financial advisor at Edward Jones in Rochester, NH, holding the Series 66 designation with one year of industry experience. His prior work experience includes roles at Lowe’s Home Improvement and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Thomas Burbank is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at LPL Financial since 2022 and was previously affiliated with CUNA Brokerage Services, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Caitlyn Lessard is a financial advisor with LPL Financial and holds a Series 66 designation. She has two years of industry experience, having previously worked at Prime Buchholz LLC and GMO LLC. She is also a licensed notary in the State of New Hampshire. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Timothy Malinowski is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He is currently affiliated with Edward Jones in Portsmouth, NH. His prior work experience includes roles at Morgan Stanley & Co., Incorporated and Wills Towers Watson. He also has experience outside finance, having been involved with the Ice House Restaurant in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Kristen Cole is a financial advisor at Edward Jones with eight years of experience at the firm and a Series 66 designation. Prior to joining Edward Jones, she worked at Kelly Services/Target CW for two years. Outside of her advisory role, she is involved as an equine caretaker at High Knoll Equestrian Center in Rochester, NH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Aaron Hobart is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Fidelity Investments, Robert Half Financial & Accounting, Cetera Investment Services, and Regions Bank. Outside of his advisory work, he is a member and co-owner of Matty and the Penders LLC, a musical endeavor based in Northwood, NH. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across various custody platforms.

Helena Mahoney is a CFP®-designated financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2021. Her prior experience includes roles at Blue Granite Financial, Inc., Lisa Dale, and Waddell & Reed, Inc. She maintains a business related to financial advising under the name Blue Granite Financial, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

John Muldoon is a financial advisor with RBC Capital Markets in Portsmouth, NH. He holds the Series 66 designation and has experience at firms including Raymond James & Associates Inc. and Horizon Bank. Muldoon’s background also includes roles at Apple via Apex Systems and work in the banking sector. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Katherine Griffin is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 66 designation and has worked with firms including Andrea Riley Arnesen-Amerprise Financial and Waddell & Reed Inc. Griffin also maintains a business activity related to Blue Granite Financial, which is connected to her work at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Michelle Lane is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at TIAA-CREF from 2016 to 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it is noted for its registration as a commodity pool operator and use of algorithmic and AI-driven research in portfolio management.

Daniel Payson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he has investment-related interests in multi-family real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Trowbridge is a financial advisor at Edward Jones in Dover, NH, with 10 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Outside of his advisory role, he is a director of Trowbridge Group, LLC, a private estate interests business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Jacob Cormier is a financial advisor with Edward Jones in Somersworth, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Portsmouth Naval Shipyard for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Timothy Cavanaugh is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. 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 and portfolios tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Neil Hubacker is a financial advisor with LPL Financial, holding a Series 66 designation and having started his advisory career in 2024. Prior to joining LPL Financial, he worked in insurance and was involved with the Church Ambassador Network of New Hampshire. He is also the owner of Flexion Hub LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced portfolio management technologies.

Norine Lima is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Dover, NH, and has seven years of industry experience. Prior to joining J.P. Morgan Securities in 2021, she worked at Citizens Securities, Inc. and CITIZENS Bank. Outside of her advisory role, she occasionally sells small custom-designed gifts as a personal hobby. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.