Stuart Bronson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 30 years of industry experience. He has been associated with Cambridge Investment Research Advisors and related entities since 2013 and also serves as an advisory representative for Axiom Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering a range of investment solutions across multiple custody platforms and model strategies.

Alexis Garside is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Alexis held roles in retail, education, and marketing, including positions at American Eagle Outfitters and Southern New Hampshire University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research alongside quantitative and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolios, with distinctive involvement in commodity pool operations and the application of AI-driven research methodologies.

Andrew Kazanowski is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its regulatory registrations, advisory roles to multiple registered investment companies, and use of advanced methods including AI in portfolio management.

Lee Petersen is a financial advisor with Ameriprise in Meredith, NH, holding a Series 66 credential and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Petersen is a managing partner of Lakes Region Development, Inc., where he is involved in strategic, operational, and financial management related to the Ameriprise practice. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendations. The firm provides a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

Cynthia Magner is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Concord Lions Club. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Elizabeth Hodgdon is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. Her prior roles include positions at MML Investors Services and Mass Mutual Life Insurance. She has held independent advisory roles since 2011. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals using both proprietary and third-party model strategies across various platform arrangements.

Scott Costa is a financial advisor at Ameriprise Financial Services, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he worked at Fidelity Investments and has experience in other industries including a role at JNR Gutters Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies. The firm employs a collaborative, research-driven approach incorporating third-party data and proprietary tools within a defined investment framework.

Kyla Bodkin is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 registrations and bringing 14 years of industry experience. She has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles.

Adam Ruedig is a Series 66 licensed financial advisor with UBS Financial Services in Concord, NH. He has 16 years of industry experience and has been with UBS since 2009. Outside of his advisory role, he serves as Chair and Treasurer on the Investment Subcommittee and Finance Committee of New Hampshire Public Radio and is a member of the finance subcommittee for the King Pine Race Team, a youth ski racing organization. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory solutions, combining proprietary research and model-based portfolio management. The firm offers an integrated platform that includes wealth management, institutional trading, and capital markets services.

Aundrea Gallagher is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses. She has one year of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Prior to her financial advisory career, she worked in various sectors including manufacturing and higher education. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports accounts with custodial and trade execution services through Pershing and BNY Mellon Advisors.

Harold Jarvis III is a financial advisor with Mass Mutual Investors Services in Concord, NH, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with MML Investors Services, Inc. since 2004 and also affiliated with MassMutual Life Insurance Company since 2000. Outside of his advisory role, he is an agent with Shaughnessy Benefits Group, focusing on non-MassMutual insurance including health, group disability, group life, dental, and property/casualty coverage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using proprietary software and offers various programs, including asset management and educational seminars.

Jack Yvars is a financial advisor with LPL Financial in Concord, NH, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at OSAIC and SII. Outside of advisory work, he serves as a trustee of his parents’ trust and is the named guardian for his brother. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charities through a nationwide network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, supported by in-house and third-party research, with services ranging from discretionary portfolio management to retirement plan consulting.

Chad Bell is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Infinex Investments, Inc. for 15 years and Northfield Savings Bank for 22 years. Outside of his advisory role, he is a part owner of Green Mountain Ice, a retail ice business, and serves on the board of Seizan Capital Foundation, which focuses on financial literacy for young adults and school-aged individuals. LPL Financial is an SEC-registered investment adviser and broker-dealer that supports a wide range of clients, including individuals, retirement plans, and institutions, through comprehensive financial planning and advisory programs. The firm offers both discretionary and non-discretionary management options, alongside research and model portfolios from LPL Research and third-party providers.

Eugenio Permuy is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Tess Daniele Mayo is a financial advisor at UBS Financial Services with nine years of industry experience. She has worked at UBS since 2019 and previously spent six years at Perspecta Trust LLC. In addition to her advisory role, she is an author of legal treatises on trusts and private trust companies published by Globe Law and Business Ltd. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Theresa Huntley is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with RBC Capital Markets since 2009. Huntley serves on the board of the Jumpstart Coalition in New Hampshire, which promotes financial literacy among young adults. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individuals, institutions, and charitable organizations, offering tailored investment strategies through a combination of in-house and third-party managers. The firm provides a range of advisory and brokerage services designed to meet various client needs.

Jennifer Elliott is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party investment managers.

Susan Giroux is a financial advisor at Ameriprise with 27 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Giroux holds a Series 63 designation and is based in Concord, NH. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with at least $1,000,000 in net investable assets. The firm provides written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic analysis and a centralized consulting team.

Tiffany Day is a financial advisor at Edward Jones in Concord, NH, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shaun Sullivan is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. Prior to that, he held positions at Putnam Investments, Stewart Partners Global Advisory, Raymond James, and was involved in an unrelated food and spirits business where he assisted in restaurant service during his partner’s pregnancy. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.