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.

Brian Clark is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in construction, equity partnerships, and sports club management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Joel Kapelson is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, Pruco Securities LLC, Axa Advisors, LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he is involved in independent insurance sales with providers such as Anthem, Harvard, Pilgrim, Tufts, and Humana. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model to tailor services to client goals and risk tolerance.

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.

Michael Winn is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding Series 63 and Series 66 licenses and having 42 years of industry experience. He has worked at RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

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.

Brad Aham is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked with Bluefish Property Group LLC and Bluefish Holdings LLC from 2011 to 2020. He serves as a volunteer board member and chair of the investment policy committee for the Essex County Greenbelt Association, a nonprofit land trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

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.

Timothy Dabrieo is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has previously worked with Waddell & Reed, Inc. and Sage Wealth Partners LLC. Outside of his advisory role, he serves as a nonprofit board member for the Town of Nottingham. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Blake Bachry is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Haverhill High School and as a ride-share driver. Outside of his advisory work, he is employed as an Uber driver and works part-time at Bosa’s Coastal Italian Restaurant. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, collaborating extensively with program sponsors and third-party managers to deliver both advisory and brokerage solutions.

Tamara Perkins is a financial advisor with Edward Jones in Portsmouth, NH, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Seal Software and Splunk Inc. She also oversees finances and lease agreements for a real estate business in Greenland, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Ian Frederick is a financial advisor with Mass Mutual Investors Services in Portsmouth, NH, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked with MML Investors Services, Incorporated and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in a group health insurance brokerage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on tailored, collaborative planning engagements.

Phillip Panici is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2019, with prior roles at Axa Advisors and Primus Management Group. Outside of his advisory work, Panici serves as a basketball referee for IAABO Board 130. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Richard Hackett II is a CFP® professional with 31 years of industry experience, currently with Cetera since 2021. His prior roles include a seven-year tenure at Voya Financial Advisors and long-term involvement with Creteau, Hackett, Lachapelle & Associates, LLC. Outside of advising, he is a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

Conor Aten is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at several firms including New York Life, Eagle Strategies, and AXA Advisors. Outside of his advisory role, he is involved in the restaurant industry as a bar back at Puritan Back Room in Manchester, NH. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of financial planning, brokerage, and advisory services, partnering extensively with third-party managers and program sponsors to deliver tailored investment solutions.

Zachary George is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding a Series 66 designation and bringing 13 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and implements tailored investment strategies through a combination of in-house and third-party managers, with features such as tax management and responsible investing options.

John Frederickson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and has operated Frederickson Financial since 1986. In addition to his advisory work, he is a tax preparer and an independent insurance agent. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options, including proprietary and third-party model strategies, across multiple custody platforms with both discretionary and non-discretionary arrangements.