Gregory Vallee is a financial advisor with Ameriprise in Hampton, NH, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise since 2018, following seven years at Citizens Securities, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kevin Maher is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016 and previously spent six years at Fidelity Investments. Outside of finance, he is a co-owner of a retail business, Hygge Wax, based in Chicago. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with integrated brokerage, custody, and financial planning solutions.

Khristyna Wunderly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Uptempo (BrandMaker Inc), Amadeus, MMIS Inc, and Vapotherm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Robert Boshar is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC for 17 years. Outside of his advisory role, he is also an agent selling group life and health insurance, long-term care, disability income protection, and various types of life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Zachary Wasson is a financial advisor with LPL Financial in Dover, NH, holding a Series 66 designation and one year of industry experience. He previously worked at Capgemini and Axcelis Technologies and provides investment advisory services through his independent firm, AZTEC Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, including access to model portfolios, retirement plan consulting, and various investment strategies.

Douglas Daigle is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1983. Additionally, he holds a property and casualty license with Liberty Mutual for service work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Mark Witt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at J.P. Morgan Securities since 2022, following prior roles at Citizens Securities, Inc. and Santander Securities, LLC. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Philip Richardson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2000. In addition to his advisory role, he operates an independent accounting practice as a CPA outside of investment hours. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

John Olerio is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Webster Investment Services. Olerio serves as a board member and president of the Bank Insurance & Securities Association and is also involved with the Cranston Veterans Memorial Fund. Cetera Investment Advisers LLC is a nationally registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various program platforms using a multi-manager approach that includes affiliated and third-party managers.

Mark Girard is a financial advisor at Fisher Investments with 21 years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various mandates and employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Kyle Poodiack is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His career background includes roles at Westinghouse Electric Company, Ragnartech Inc., and other companies in various capacities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to proprietary model portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Todd Powers is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked with Cetera and related entities since 2016 and has been affiliated with Powers Financial Group since 2017. Powers is also an agent selling fixed insurance products, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets managed by over 10,000 advisors nationwide.

Elliot Evans is a CFP® and ChFC® with 12 years of experience in the financial industry, currently serving at Edward Jones since 2014. He holds the Series 66 designation and is based in Epping, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Khristina Harris is a financial advisor at Fidelity with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Lisa Cooper is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2016. Her credentials include Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning processes and various advisory programs.

Meagan Mackinnon is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at several firms including Nvest Financial, Commonwealth Financial Network, and Seacoast Financial Network. Outside of her advisory role, she is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Adams is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Robert Burns is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its advisory role to registered investment companies, and its integration of AI and algorithmic methods in portfolio management.

Robert Ortins is a financial advisor at Edward Jones in Stratham, NH, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience and has been with Edward Jones since 2000. 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 strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

Nicholas Liguori IV is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple Fidelity entities since 2010. Outside of his advisory role, he serves as a board member for the Chester New Hampshire School Board and participates in the Chester Softball and Baseball Association as a board director and coach. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios through systematic methodologies and long-term asset allocation benchmarks.