Rachel Faris is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has been with First Command Financial Planning, Inc. since 2017. Prior to that, she worked at Dennis Eakin Kia for one year. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Louie Gott III is a financial advisor at CWM, LLC with 28 years of industry experience. He holds a Series 65 designation and has worked at ZeroCelsius Wealth Studios, Inc. and operated his own professional tax preparation service. Outside of advisory work, he operates a sole proprietorship providing tax preparation services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a discretionary, model-portfolio approach overseen by an in-house Investment Committee.

Valerie Bouraphael is a financial advisor at Citizens Securities, Inc. in Concord, NH, with 10 years of industry experience. She holds Series 63 and Series 66 designations. Valerie has worked at Citizens Securities since 2017 and previously held roles at Santander Securities LLC and Santander Bank NA. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s offerings include a digital advisory program featuring ETF-based portfolios managed through proprietary algorithms and a Managed Account program.

Gregory Zini is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the CFP® designation and Series 66 license and has 11 years of industry experience. Prior to joining Benjamin F. Edwards & Co in 2016, he worked at Wedbush Securities Inc. from 2014 to 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of managed strategies reviewed by an Investment Strategy Committee.

Jack Putnam is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Bank of America NA, Merrill Lynch Pierce Fenner & Smith Inc, and NH Trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.

Jennifer Wilcox is a Series 65-licensed financial advisor at Mariner with 18 years of industry experience. She previously worked at Taylor, Cottrill, Erickson and Associates, Inc. for five years before joining Mariner Wealth Advisors in 2021. Wilcox is also a partner in Wilcox Cushing LLC, an investment-related business based in New London, NH. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with third-party allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Lois Parker is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2016, following previous roles at Wedbush Securities, Wells Fargo Clearing, and A. G. Edwards & Sons. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a range of strategies managed by its advisors and third parties, supported by in-house trading and custody services.

Craig Smith is a CFA® charterholder with 16 years of industry experience. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at Granite Investment Advisors, Inc. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm employs discretionary, customized portfolios supported by an internal investment committee and integrates tax, accounting, and financial wellness services alongside traditional portfolio management.

Renrick Pesce is a CFP® professional with nine years of experience in financial advising. He is currently with Mariner and previously held roles at CITY NATIONAL BANK, RBC Capital Markets, Fidelity Brokerage Services, AXA Advisors, and John Hancock entities. His background also includes experience outside finance, having worked at both Lyft and Uber. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by an internal management team and third-party allocations, with a notable integration of tax and accounting services uncommon for a firm of its size.

Thomas Robb is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He has been with Benjamin F. Edwards since 2014 and holds a Series 66 designation. Outside of his advisory role, he is involved with Speedway Safety Services, specializing in emergency care and fire suppression for racetracks in New England and serving as a firefighter. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed by its advisors and third-party managers, supported by a centralized trading desk and comprehensive custody services.

David James is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 designations and has 12 years of industry experience. His prior work history includes positions at Infiex Investments, NH Trust, Ameriprise Financial Services, and Citizens Bank and its affiliated entities. Outside of his advisory role, he serves as President of the Board of Directors for the Plymouth Regional Huskies Football and Cheer, a nonprofit organization. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer model and using independent third-party promoters.

Alan Labrie is a financial advisor with TD Private Client Wealth LLC in Concord, NH, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at TD Bank N.A., Family First Life, Citizens Securities, and Paychex. Outside of finance, he works as a self-employed pianist and organist and serves as the Director of Sacred Music at St. Andre Bessette Parish. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to various investment products through affiliated and third-party managers.

Joseph Dupree is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at First Citizens Bank and CIT Bank and spent six years with the Montshire Museum of Science. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, supported by several hundred advisors and assets totaling in the tens of billions.

Jillian Thomas is a financial advisor at Mariner with five years of industry experience. She holds the ChFC® designation and Series 65 license. Prior to joining Mariner Wealth Advisors in 2021, she worked at Granite Investment Advisors from 2014 to 2021. She serves as a voluntary board member and Finance Committee member for The Woodside School, a nonprofit providing daycare services to children ages 0-5. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and uses a range of strategies including alternatives and digital assets, alongside notable tax and administrative capabilities uncommon among large advisory firms.

Joyce Skaperdas is a financial advisor at Mariner with 14 years of industry experience. She holds a Series 65 designation and has worked at Mariner Wealth Advisors since 2021, following roles at Granite Investment Advisors and Citizens Securities, Inc. She serves on the board of the Connors Kindness Project, a nonprofit organization based in Woburn, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

William Kearney is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. His prior work includes roles at Wedbush Securities Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he manages a family amusement park business in Concord, NH. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that provides a broad range of services including financial planning, retirement plan consulting, and investment management to individuals, institutions, and charitable organizations. The firm offers diverse investment strategies through discretionary and non-discretionary wrap programs supported by an internal trading desk and oversight by an Investment Strategy Committee.

Fabiana Pereira is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. Her career includes roles at LPL Financial, Salem Five Bank, Sentinel Benefits & Financial Group, and most recently NH Trust as an Associate Wealth Manager. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, employing a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Griffin Gardner is a financial advisor with First Command Advisory Services and holds Series 65 and Series 63 credentials. He has one year of industry experience and has worked at multiple First Command entities since 2024. Prior to his advisory roles, he held various positions including work at Southern New Hampshire University and Green Acres Pet Resort. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and offers wrap-fee asset management programs managed by a centralized Investment Management Team using a disciplined model portfolio approach.

Asena Landry is a financial advisor with LPL Financial in Tilton, NH, holding Series 66 and Series 63 licenses and having 11 years of industry experience. She previously worked at Fidelity Investments and Camden National Bank. Landry is also commissioned as a notary. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

James Macdonald is a financial advisor at UBS Financial Services in Concord, NH, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets services supported by proprietary research and analytics.