Becky Vittum is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Raymond James Financial Services Advisors and Dale's Radiator Service, as well as a longstanding association with Claremont Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Ashleigh Mc Farlin is a CFP®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial. She previously worked at Zuraw Financial Advisors before joining LPL Financial and Claremont Financial Services in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Sullivan is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise and its affiliates since 2005. Sullivan serves as Chairman and Trustee of the Trust Fund for the Town of Charlestown, NH. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Martha Maki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at Edward Jones for 22 years before joining Raymond James. Maki serves as a finance and investment committee member and director for the Claremont Development Authority and is an officer and treasurer of the nonprofit The Well Collaborative NH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical models to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Paul Redfern Sr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also serves at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Peter Stern is a financial advisor with Morgan Stanley in Hanover, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Haley Deremer is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked with various insurance carriers and Waddell & Reed. Outside of finance, she has experience in business operations, including roles at Dino's Eastside Grille and Above & Beyond Cleaning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by extensive technology and a broad platform of financial products.

Mark Hammond is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus since 2009. Mark is a member of the Rotary Club of New London, where he serves on the Scholarship Committee and assists with digitizing the scholarship process. Stifel serves a diverse client base including individual, institutional, and charitable organizations, offering brokerage and advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

John Souther is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based Corporate Financial Planning agreements.

Larry Epstein is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Valley Financial Group, LLC for six years and has been with Raymond James since 2016. 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, corporations, and institutional clients. The firm employs detailed analytical tools to tailor non-discretionary planning and consulting to client goals and supports its offerings with specialized programs in municipal finance and retirement plan advisory services.

William Ksander is a financial advisor with Morgan Stanley in Hanover, NH, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and has experience with the New Hampshire Fire Academy. Outside of his advisory role, he is involved with the New Hampshire Fire Academy in a labor and service capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Gregory Kerr is a financial advisor at Stifel with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Stifel Nicolaus & Co., Inc. since 2008, following a year at Banc of America Investment Services, Inc. Outside of his advisory role, he serves as president of the Hopkinton Youth Sports Association, overseeing youth sports programs in Hopkinton, New Hampshire. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

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.