Mark Witt is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities, Santander Securities, LPL Financial, and IFMG Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Joel Kapelson is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at New York Life, Prudential, AXA Advisors, and MassMutual. Outside of his advisory work, he is involved in independent insurance sales with companies such as Anthem, Harvard, and Humana. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party managers.

Philip Richardson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James Financial since 2009, following a prior nine-year tenure with Raymond James Financial Services and longstanding involvement with Richardson & Piper Financial Services, PLLC. In addition to his advisory work, Richardson is a licensed CPA providing independent accounting services outside of trading hours. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning supported by analytical modeling and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

John Olerio is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes 14 years at LPL Financial and eight years at Webster Investment Services, Inc. He serves as board president for the Bank Insurance & Securities Association and as an associate treasurer for the Cranston Veterans Memorial Fund. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services across multiple program structures, supporting both discretionary and non-discretionary accounts.

Michael Winn is a financial advisor with RBC Capital Markets and holds Series 63 and Series 66 licenses. He has 43 years of industry experience, including prior roles at NRP Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Winn has been with RBC Capital Markets since 2010. RBC Wealth Management serves individual investors, institutions, pension plans, corporations, and nonprofit organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Kyle Poodiack is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Dover, NH. He has been with LPL Enterprise since 2026 and has prior work experience in the energy and manufacturing sectors, including positions at Westinghouse Electric Company and Ragnartech Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable organizations. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Brad Aham is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he was involved with Bluefish Property Group LLC and Bluefish Holdings LLC for nine years. He serves as chair of the investment policy committee for the Essex County Greenbelt Association, a nonprofit land trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

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 Series 66-credentialed financial advisor with 19 years of industry experience, currently practicing at LPL Financial since 2021. His prior work includes roles at Waddell & Reed, Inc. and Sage Wealth Partners LLC. He serves as a nonprofit board member for the Town of Nottingham. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Khristina Harris is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various capacities within Fidelity since 2000, including roles at Fidelity Investments Institutional Services Company Inc and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, incorporating systematic methodologies and oversight controls in managing its model portfolios.

Blake Bachry is a financial advisor with Equitable Advisors based in Portsmouth, NH. He holds a Series 66 designation and has two years of industry experience. Outside of his advisory role, he works as an Uber driver and a busser/food runner at a local restaurant. Equitable Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and asset-management solutions through a network of Investment Adviser Representatives and third-party program sponsors.

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 with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously was employed at AXA Advisors and several other firms. Outside of his advisory role, he serves as a basketball referee with IAABO Board 130. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm utilizes various advisory models delivered through third-party sponsors and offers a range of investment options including mutual funds, ETFs, and alternative investments.

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 based in Portsmouth, NH. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Equitable Advisors, Aten worked at various firms including New York Life and AXA Advisors. Outside of finance, he works part-time in the hospitality industry as a bar back at Puritan Back Room. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

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 been with Cambridge Investment Research Advisors since 2005 and has operated Frederickson Financial since 1986. Outside of his advisory role, he works as an independent insurance agent and provides tax preparation and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Christopher Patenaude is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for four years. Before entering the financial services industry, he spent eight years in education with Woburn and Salem Public Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Garon is a financial advisor with Edward Jones in Portsmouth, NH, holding a Series 66 credential and two years of industry experience. Before joining Edward Jones, he worked for over a decade at Market Basket. Outside of his advisory role, he coaches volleyball at a non-profit club for young women competing in large tournaments and aiming to play in college. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.