Griffin Gardner is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at First Command’s affiliated entities as well as positions 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 particular focus on active-duty service members and their families. The firm provides financial planning and a range of wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers using a controlled and standardized process.

Rickey Blais is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

James Macdonald is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mitchell Hayes is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including NYLIFE Securities LLC and Mass Mutual Life Insurance Company. Prior to his career in finance, he was employed at Irish Electric Corp. and the University of New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

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.

Harold Losey Jr. is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 65 designations and has 44 years of industry experience. He has worked with City National Bank since 2020 and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using a range of investment managers and customized strategies.

Paul Makris is a financial advisor with UBS Financial Services in Concord, NH, holding a Series 66 designation and over 26 years of industry experience. He has been with UBS Financial Services since 1999. Outside of his advisory work, he is involved in music as the manager and songwriter for Tripping Souls Productions, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a diverse platform of capital markets and lending solutions.

Evan Makris is a financial advisor with UBS Financial Services in Concord, NH. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS in 2024, he worked in various roles including at Save-A-Suit and New Hampshire Distributors, and has a background that includes time at Sacred Heart University. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, providing financial planning, portfolio management, and access to a broad range of investment products through a platform that integrates institutional trading capabilities with wealth management services.

Christopher Larro is a financial advisor with Edward Jones in Manchester, NH. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to this, he worked at United Natural Foods, Inc., Airmar Technology Corporation, and C&S Wholesale Grocers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Benoit is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at multiple firms including Lincoln Financial Securities and New England Employee Benefits Company, and currently operates Benoit Financial Planners. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, retirement plans, and charitable organizations—offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides various portfolio management options, including proprietary models and third-party strategies, tailored to client objectives with both discretionary and non-discretionary approaches.

James Mckenna is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at several firms including Infinex Investments, Federal Savings Bank, TIAA-CREF, Banc of America Investment Services, and Quick & Reilly. In addition to his advisory role, he serves as Senior Vice President at First Seacoast Bank, focusing on retail and commercial banking. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers.

Erin Ball is a financial advisor at UBS Financial Services in Concord, NH, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019, following roles at Fidelity Brokerage Services LLC and TD Bank. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Eric Bahr is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge in 2017, he worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns Caddis in the Rough, a business related to sport, fitness, and gaming. 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 offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platforms.

Kyle Birchall is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Voya Financial Partners and ADP Broker-Dealer, where he worked for a combined total of eight years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options through multiple platforms and maintains both proprietary and third-party investment strategies.

Michael Muise is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 19 years of industry experience. He previously worked at Edward Jones for 11 years and served in the U.S. Air Force Reserves for 10 years. Muise operates under the marketing name Keeling Wealth LLC and owns Muise Financial Services, LLC, which supports his role at Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining unique services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Sidney Tyner Jr. is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. for 33 years before joining OSAIC in 2018. Outside of his advisory role, he is involved in insurance brokerage and serves as a manager member of Boston Partners Advisory Group LLC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to manage portfolios across various investment types.

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.

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.