Beth Plentzas is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with LPL Financial since 2007 and is also associated with Northeast Planning Associates, Inc. Outside of her advisory work, she is involved as a broker with various health insurance carriers in New Hampshire and Massachusetts. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Robin Morrell is a CFP® with 35 years of industry experience, currently serving at First Heartland Consultants, Inc. He has previously worked at Ameriprise Financial Services Inc, Flatiron Financial Group, and LPL Financial, LLC. Outside of his advisory role, Morrell teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

George Slyman Jr. is a CFP® with 40 years of experience in the financial services industry. He is affiliated with Northeast Planning Associates, Inc. and has worked with LPL Financial since 2007. Outside of his advisory work, he hosts the Two Stroke Penalty Golf Podcast. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Nicholas Davis is a Series 66 credentialed advisor at Blueprint Financial Advisors with 13 years of industry experience. His prior roles include positions at Hemlock Creek Wealth Management, Raymond James Financial Services, and Edward Jones. Outside of financial advising, he is a partner in Anxiety Guys LLC, a coaching business focused on reducing PTSD and anxiety for individuals and corporations. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework across diversified asset classes to manage client portfolios.

Michael Riddell is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 10 years of industry experience. He has worked with Northeast Planning Associates, Inc. since 2016 and with LPL Financial since 2015. Outside of his advisory work, he is also a notary. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Sarah Davis is a financial advisor with Blueprint Financial Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Edward Jones and Raymond James Financial Services. In addition to her advisory duties, she is a licensed insurance agent with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that manages approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Jason Lawrence is a CFP® professional with 16 years of experience in financial advisory services. He has been with Northeast Planning Associates, Inc. and LPL Financial, LLC since 2013. Outside of his advisory work, he is involved in business entities used for tax and investment purposes. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers consultative planning engagements with various fee structures and access to investment management, managing approximately $327.7 million in client assets.

John Ryder is a financial advisor with Northeast Planning Associates, Inc. and holds Series 63 and Series 66 designations. He has 30 years of industry experience, including roles at LPL Financial and SagePoint Financial. Ryder provides financial planning and consulting services through Northeast Planning Associates. Northeast Planning Associates offers financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm delivers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Steve Palmer is a financial advisor with New Edge Wealth who holds Series 63, 65, and 66 licenses and has 29 years of industry experience. His prior roles include positions at NHTrust, Infinex Investments, Securities America, MetLife Securities, and New England Securities. He serves as a board member for Families in Transition, a nonprofit focused on preventing homelessness. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, and institutional clients. The firm emphasizes asset allocation and investor behavior in its investment approach and combines independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics.

Benjamin Hiers is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Northeast Planning Associates, he worked at LPL Financial from 2007 to present. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Tyler Bennett is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 65 designation and has worked at AlphaStar and Abbott Bennett Advisory Services, among other roles. Outside of finance, he is involved with Pyrotechnico, a fireworks display and sales company, where he serves as a licensed technician. AlphaStar Capital Management manages approximately $1.84 billion for a range of clients including individuals, trusts, estates, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services, using strategic asset allocation and quantitative analysis in its investment approach.

Michael Hartman is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH, holding a Series 63 designation and 33 years of industry experience. He has worked with LPL Financial since 2007 and with Northeast Planning Associates since 2004. Hartman also serves as a notary public in New Hampshire, providing this service free of charge to friends and business associates. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Gary Wallace is a financial advisor at Northeast Planning Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2007. Wallace has been with Northeast Planning Associates since 2003. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with flexible fee structures and manages approximately $327.7 million in client assets.

Corey Boucher is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently affiliated with Citizens Private Wealth in Manchester, NH, and has prior experience at Piscataqua Savings Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers a range of services including discretionary and non-discretionary portfolio management, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.

Kathleen Sweeney is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has held roles at LPL Financial and Ameriprise Financial Services, with multiple tenures at Northeast Planning Associates. In addition to advisory work, she provides business advisory services focusing on tax structuring for small businesses. Northeast Planning Associates, Inc. is an SEC-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets through a team of about 70 advisors.

Michael Boswak Jr. is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Transamerica Financial Advisors, Signator Investors, and IC Advisory Services. Outside of his advisory role, he owns Frontier Financial Group, which provides fixed insurance sales and tax preparation services. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment approaches through various platforms and third-party manager programs.

Rae Macwilliam is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. She holds the CFP®, ChFC®, and Series 63 credentials and has been with Commonwealth since 1997. Outside of her advisory role, she serves as the head coach for the Derryfield School Boys' Varsity Tennis team. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and retirement consulting, serving both individual and institutional clients.

Brandon Hobi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at TD Bank N.A. since 2018 and a prior position at NYLIFE Securities LLC and New York Life Insurance Company in 2017-2018. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, using a technology platform provided by Envestnet and custody services from Pershing.

Geoffrey Tuthill is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at Independence Financial Advisors, Northwestern Mutual Wealth Management Company, Fidelity Investments, and other firms. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary portfolio management with in-house research and third-party allocations, while providing integrated tax and accounting support uncommon among large advisory enterprises.

Cameron York is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked in various physical therapy roles across multiple organizations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management and consulting services through discretionary and non-discretionary wrap programs, utilizing strategies managed internally and by third-party managers.