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.

William Chapin Jr. is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. Prior to joining UBS in 2013, he worked at RBC Capital Markets and A. G. Edwards & Sons, Inc. He serves on the Hopkinton Public School District board and is involved with the Hopkinton Public Schools Foundation in fundraising and project selection. Chapin also holds part ownership in The Algonquin Club, a private fishing club in New Hampshire. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research to support tailored client solutions.

Anthony Bono III is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked with multiple entities within the Cetera network since 2024 and is also involved with Millerick Associates and Joseph C. Gallant as a financial professional. Prior to his financial advisory career, he held positions at the Department of Conservation & Recreation and engaged in other roles while completing his education. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Elise Kesseli is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and having two years of experience in the industry. Prior to her current role, she worked at Brayton Energy for seven years. She is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, providing advisory services mainly through model-delivery strategies created by third-party asset managers.

John Davidson is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2023. Prior to that, he spent eight years at Ameriprise and concurrently operates in leadership roles within accounting firms, serving as president and CEO of Davidson & Sons, Inc. and Davidson & Stone, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, supporting implementation through its advisory programs and other providers.

Jason Belyea is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and Citizens Securities. He is also involved in fixed and life insurance through the Bank of New Hampshire and JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jared Manning is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 designations and two years of industry experience. He has previously worked at Fidelity Investments and several other firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Christopher Gelinas is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple entities, including Globe Wealth Management and Cetera Advisors LLC. Outside of advising, he serves as a research assistant at Globe Wealth Management, supporting representatives in delivering financial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a broad range of investment options and custodial relationships.

Matthew Lessard is a financial advisor at RBC Capital Markets with 37 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Richard Hagala is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as positions outside the financial sector at Lyft and Student Transportation of America. He is involved in sales of investment-related products and referrals for home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.

Joseph Williams is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 registrations and has been with UBS since 2008. Outside of his advisory work, he serves as a board member of Holy Family Academy in Manchester, New Hampshire. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Katherine Kippen is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2018, following roles at Fidelity Brokerage Services and Target Corporation. Outside of her advisory work, she serves on the board of directors for the 43 Oak Foundation, a sports and leisure organization, where she performs secretarial duties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans.

Thomas Mc Williams is a financial advisor with Primerica Advisors in Webster, NH, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2005. Outside of advisory roles, he is involved in sales of loan products and home-related services referrals through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

Simon Keeling is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 14 years at Edward Jones before joining Raymond James in 2023. Keeling is also the owner of Keeling Wealth, LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools including deterministic and probability modeling to support client goals.

Samuel Barker is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and algorithmic methods.

Khadijah Cisse is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of finance, she is a self-employed part-time midwife. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by custodial services from Pershing.