Lindsey Belo is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Lindsey worked at Align Credit Union and Granite State Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Samantha Maher is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2019, following roles at Charles Schwab and Charles Schwab Bank beginning in 2015. Outside of her advisory work, she owns Hygge Wax, a retail business producing and marketing candles. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.

William Elwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked for over a decade at Cambridge Investment Research and Antaeus Wealth Advisors. Outside of his advisory role, he is co-owner of Vino Tourismo, a business based in Newburyport, MA. LPL Financial serves 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 programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kyle Friedrich is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at Chanel, Restoration Hardware, and Gucci. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Brian Sullivan is a CFP® professional with nine years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at LPL Financial. Sullivan is the owner and president of Primary Financial Advisors LLC, a support company based in Amesbury, MA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Mathew Ward is a financial advisor at Edward Jones in Exeter, NH, holding a Series 66 credential with six years of industry experience. He worked at Hodgdon, Wilson & Griffin CPAs for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Nicholas Kuba is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been associated with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios that it delivers to intermediary platforms.

James Figueira is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services dating back to 2004. Outside of his advisory work, he is the founder of the Concord NH Breakfast Club, a local networking group. Primerica Advisors sponsors 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 entities. The firm operates on a large scale with thousands of advisors and offices and uses model-driven investment strategies managed by unaffiliated asset managers.

David Sailor Jr. is a financial advisor at Edward Jones in Londonderry, NH, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is listed as a partner in a technical sales consulting firm established by his wife, though he has no responsibilities or involvement in the company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

James Mccarthy is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Saltbox Financial since 2009 and Royal Alliance since 2005. Outside of finance, he is a pilot for Delta Air Lines, flying Boeing 767 routes primarily based out of JFK. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment strategies.

Matthew Junkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years with MetLife Securities Inc. Outside of his advisory role, he is an owner and landlord of a rental condo in Portsmouth, NH. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships using firm-approved software and provides specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Scott Dutton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1988. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of thousands of advisors.

Brian Desoye is a financial advisor with MassMutual Investors Services, holding Series 63, 65, and 66 credentials and 21 years of industry experience. He previously worked at MetLife Securities Inc. from 2008 to 2017 and has been with MassMutual and its affiliated firms since 2016. Outside of advisory work, he owns Birchwood Financial Group, Inc. and is licensed to sell life, disability, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved analytical tools, with a focus on collaborative, annual planning engagements.

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.

James Force is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Merrill and Bank of America, N.A. 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 (SPS) Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alan Silverman is a financial advisor with Mass Mutual Investors Services in Newburyport, MA, holding CFP® and ChFC® designations and bringing 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent seven years at MetLife Securities. Outside of his advisory role, he is an insurance agent specializing in long-term care and manages an LLC handling administrative and recordkeeping functions. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning engagements supported by firm-approved software and a range of specialized programs including divorce planning and employer-sponsored planning.

David Alves is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cantella & Co., Inc. and Royal Alliance Associates, Inc. He is also an owner of Axiom Wealth Partners and Cantella Capital Group LLC, and serves as a Director of Operations at Cantella. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

Carol Bradbury is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 designations and has 23 years of industry experience. She has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2002, among other roles. In addition to her advisory work, she is involved in the sale of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies primarily on model-driven investment strategies, supported by custodial services from Pershing and oversight from BNY Mellon Advisors.

Matthew Bezreh is a financial advisor with Morgan Stanley in Exeter, NH, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he sells sports card collectibles on eBay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its advisory process.

Andrew Chace is a CFP® with 18 years of experience in the financial services industry, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is the chairman of the board of directors for the Child Advocacy Center of Rockingham County. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.