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. He holds Series 63 and Series 66 credentials and has worked at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers along with integrated capital markets and alternative investment capabilities.

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.

Julia Makris is a financial advisor at UBS Financial Services in Concord, NH, holding a Series 66 designation with three years of industry experience. She has been with UBS since 2018 and has prior work experience at the University of Connecticut and Concord Country Club. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Pieter Hollenberg is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Regional Advisory Board of the New Hampshire Charitable Foundation and holds a position on the Board of Directors for the Rotary Club of Concord as well as the Capitol Center for the Arts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management through a combination of in-house and third-party resources.

Emily Hoffman is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Concord Family Vision, PLLC, Visionworks, and the University of Massachusetts Amherst. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Douglas Bohlman is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2010. Outside of his advisory role, Bohlman serves on the board of directors for the Krempels Center, a facility supporting individuals recovering from brain injuries, and holds leadership positions with the Rotary Club of Concord, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, utilizing a range of in-house and third-party investment resources.

Addison Vigars is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2026, he worked at Infinex Investments, First Seacoast Bank, Capstone Mechanical, Bangor Savings Bank, and TD Bank. He also serves as an Assistant Vice President at First Seacoast Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Christopher Benoit is a CFP® professional with 39 years of industry experience, currently serving as an advisor at LPL Financial since 2026. He previously worked at OSAIC for eight years and spent 32 years with Signator Investors, Inc. Benoit is also CEO and Senior Advisor of Capital Advisory Group, LLC, a comprehensive financial planning practice based in Concord, NH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

Katherine Fratone is a financial advisor with LPL Financial, holding a Series 65 credential and one year of industry experience. Her prior work includes two years at Valpey Financial Services and six years at Raymond James. Outside of her advisory role, she is involved part-time in administrative work for Celtic Adjusting Services, an auto claims business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Regina Kozsan is a CFP® professional with 21 years of experience in the financial services industry. She is currently a partner at Globe Wealth Management, LLC and affiliated with Cetera, where she has worked since 2016. Outside of her advisory roles, she serves as a committee member at the Parish of the Resurrection, assisting with budgeting and fundraising. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a network of over 10,000 advisors and more than $256 billion in assets under management.

Nichole Reinhardt is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 66 licenses, with 28 years of industry experience. Her prior firms include Lincoln Financial Securities Corp. and Rd Financial Services LLC. She is also involved in insurance and benefits through ownership of Red Boat Advisor Resources, LLC and operates CW Financial Strategies, LLC, which supports recruiting and operating expenses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment implementation options, proprietary and third-party model strategies, and features institutional support structures such as advisor transition programs and equity participation.