Rebecca Isaacs is a financial advisor with LPL Financial where she has worked since 2026. She has over a decade of industry experience, including running Isaacs & Associates LLC since 2015. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Edward Sheehan is a financial advisor with Raymond James & Associates in Seabrook, NH, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James in various capacities since 2016. Sheehan serves on the Board of Governors for the Haverhill Golf & Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Katherine Carlson is a financial advisor at Equitable Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, MetLife Investment Fund Services, and Baystate Financial. Outside of her advisory role, she serves as president of the Northwood Historical Society, where she oversees board meetings and helps organize community programs. Equitable Advisors serves a wide range of clients, from individuals to corporations and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models, including third-party and proprietary solutions.

Joseph Balsamo is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Portsmouth, NH. With over 37 years of experience in financial services, he specializes in providing financial advice and guidance to individuals and families. Joseph focuses on understanding clients' priorities to design and implement customized wealth management strategies that help pursue personal financial goals while managing investment risk. He serves as Senior Vice President of the Merrill Lynch office and employs a high touch client service model to review performance and progress frequently. Before joining Merrill in 2005, Joseph spent 20 years in corporate banking, underwriting and managing highly leveraged complex transactions. His background reflects a passion for entrepreneurship, capital markets, risk management, and financial planning. His areas of expertise include college education planning, family wealth management strategies, legacy planning, retirement income, socially responsible investing, and tax minimization. Joseph holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from the University of Massachusetts System. Joseph is involved in his community through service on the Seabrook Beach Village Planning Board. He and his wife, JoeAnn, have been married for 33 years and live on the New Hampshire Seacoast with their two sons and dogs. His personal interests include biking, golfing, skiing, and traveling.

Aliza Mc Kenna is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC, Oracle, Marmon Aerospace and Defense, and the University of New Hampshire. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

John Pontbriand is a CFA® charterholder and financial advisor with LPL Financial, based in Hampton, New Hampshire, bringing 29 years of industry experience. He has been associated with Salem Five Cent Savings Bank and LPL Financial since 2006. Outside of his advisory work, he provides instruction in self-defense, emergency preparedness, and information security, and participates in local community activities as a town and school district moderator in Hampton Falls. He also assists with a beekeeping hobby business operated by his family and works occasionally as a whitewater rafting guide. 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 portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and oversight of substantial discretionary assets.

John St Pierre is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2010. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mathew Ward is a financial advisor at Edward Jones in Exeter, NH, holding a Series 66 credential with six years of industry experience. He worked at Hodgdon, Wilson & Griffin CPAs for five years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

John Troiano is a financial advisor with Stifel in Portsmouth, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with a Non Family Trust. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Raymond Oliver Alvarez is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has two years of industry experience and has been with Equitable Advisors since 2023. Outside of finance, he is the owner of Mainely Kitchens and Baths Inc. and Summerhands Construction, businesses unrelated to his investment work. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Richard Neville is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses. Neville has worked at LPL Financial for 26 years and has been with Neville & Associates Financial Services since 2018. He is also a notary public. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services through a multi-advisor platform that features model-based asset allocation, portfolio optimization, and access to various investment programs and third-party managers.

Matthew Junkin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years with MetLife Securities Inc. Outside of his advisory role, he is an owner and landlord of a rental condo in Portsmouth, NH. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning relationships using firm-approved software and provides specialized planning programs including divorce, estate settlement, and employer-sponsored planning.

Brian Desoye is a financial advisor with Mass Mutual Investors Services in Exeter, NH, holding Series 63, Series 65, and Series 66 registrations and bringing 22 years of industry experience. He has worked at MassMutual and its affiliates since 2016 and previously worked at MetLife Securities and Harrisdirect LLC. Outside of his advisory work, he owns Birchwood Financial Group, Inc. and is an insurance agent for life, disability, and fixed annuities. 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 provides ongoing financial planning with a focus on goal analysis and written recommendations, as well as asset management, wrap programs, and educational seminars.

Eric Dufour is a CFP®-designated financial advisor with 12 years of industry experience. He currently works at OSAIC and has prior experience at SagePoint Financial and American General. He is also engaged in fixed insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Kristen Cole is a financial advisor at Edward Jones with eight years of experience at the firm and a Series 66 designation. Prior to joining Edward Jones, she worked at Kelly Services/Target CW for two years. Outside of her advisory role, she is involved as an equine caretaker at High Knoll Equestrian Center in Rochester, NH. 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 range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Aaron Hobart is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Fidelity Investments, Merrill, J.P. Morgan Securities, and Ameriprise. Outside of finance, he is a co-owner and musician with Matty and the Penders LLC in Northwood, NH. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

James Force is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Alves is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Cantella & Co., Inc., Royal Alliance Associates, and Merrill. Alves is also the owner of Axiom Wealth Partners and serves as an Independent Insurance Agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple account platforms and proprietary model strategies, managing a multi-billion dollar asset base through thousands of financial professionals.

John Muldoon is a financial advisor with RBC Capital Markets in Portsmouth, NH. He holds the Series 66 designation and has experience at firms including Raymond James & Associates Inc. and Horizon Bank. Muldoon’s background also includes roles at Apple via Apex Systems and work in the banking sector. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Michelle Lane is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at TIAA-CREF from 2016 to 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it is noted for its registration as a commodity pool operator and use of algorithmic and AI-driven research in portfolio management.