David Malone Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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 at Cambridge Investment Research Advisors with 28 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Her prior experience includes roles at Lincoln Financial Securities Corp. and Rd Financial Services LLC. She is also the owner of CW Financial Strategies, LLC, an entity involved in operating expenses and recruiting. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and custodians, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Joseph Paredez is a financial advisor with Edward Jones in Hooksett, NH, holding CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience. He worked at infinex Investments, Inc. from 2014 to 2017 and has been with Edward Jones since 2017. Outside of his financial career, he was involved with Uno's from 2012 to 2017. 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 investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Jennifer Carleton is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, currently also associated with City National Bank. She serves on the Board of Directors for the Capital Region Food Program, a volunteer organization. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Shawn Millerick Jr. is a financial advisor with Cetera and holds the Series 66 designation. He has been in the industry for less than a year, with prior experience including roles at Meeder Investment Management and DHL Supply Chain. Shawn has also worked in various service and retail positions during his time at The Ohio State University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use a range of investment strategies, including model portfolios, third-party managers, and bespoke approaches.

Gary Mc Guirk is a Private Wealth Advisor at Merrill Private Wealth Management, where he focuses on helping clients develop customized wealth management strategies. With over 27 years of experience, Gary and his team emphasize risk tolerance, liquidity needs, cash flow analysis, and after fee/tax returns to create tailored plans that address the unique and evolving wealth preservation needs of families. His approach includes holistic planning that considers both long- and short-term goals, tax-efficient strategies, and wealth transfer to future generations. Before joining Merrill in 2002, Gary was a Managing Director at Robertson Stephens and began his career at Montgomery Securities. He practiced law in Connecticut and Massachusetts from 1987 to 1996. Gary holds a Bachelor’s degree from the College of the Holy Cross and a Juris Doctorate with Honors from the University of Connecticut School of Law. He holds the Personal Investment Advisor (PIA) designation. Gary is actively involved in community and professional organizations, having served on the board of Nativity Preparatory School and supporting local charities such as Campaign for Catholic Schools in Boston and Pine Street Inn. He is also a frequent guest lecturer on finance and economics at the College of the Holy Cross. Outside of work, Gary enjoys boating, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Timothy Davidson is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Davidson & Stone PLLC. In addition to his advisory role, he owns a tax preparation business and is involved in accounting and consulting services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized municipal and retirement plan advisory programs.

Douglas Cate Jr. is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at PFS Investments Inc., Polaris, and Primerica Financial Services, as well as over two decades at US Cellular. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale, with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.

Jonathan Marvin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Cambridge Investment Research Advisors. His career includes prior roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. Marvin serves on the board of YMCA Camp Coniston and acts as a trustee of trust funds for the Town of Bow. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm offers multiple management platforms and proprietary model strategies under the Founders Gate Capital brand.

Adam Davidson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 14 years of industry experience. He previously worked at Ameriprise from 2015 to 2023 before joining Raymond James in 2023. Outside of his advisory role, he is involved in accounting and tax services as an officer and partner in two separate CPA-related businesses, Davidson & Sons, Inc. and Davidson & Stone, PLLC. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting.

Sandra Benard is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2020. She has two years of industry experience and previously held positions outside finance, including roles in education at Weare Middle School and Second Start Alternative High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Amanda Alksnitis is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 12 years of industry experience and has worked at multiple firms, including Securities America, Inc. and The Patriot Financial Group. Outside of finance, she is co-president of Capitol Region Mothers of Multiples and teaches horseback riding and horse training. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management and comprehensive financial planning through a large network of independent advisors.

Lucas Pozzetta is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Ally Invest Advisors, Ameriprise Financial Services, and FIDELITY Brokerage Services. Before his financial career, he was a professional athlete for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Hunter Edwards is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Globe Wealth Management for five years and has a Series 66 designation. Outside of his advisory role, he is involved with Lakes Region Development. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Raymond Burstein is a financial advisor at Edward Jones in Concord, NH, holding CFP®, ChFC®, and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Second Start Alternative High School and St. Paul's School. Outside of his advisory role, he participates as an ambassador and pro staff member for fishing apparel and equipment companies, promoting them on social media in exchange for product discounts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Daniel Ringelstein is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in partnership with The Doyle Group based in Manchester, New Hampshire. He provides high net worth clients with tailored financial strategies, investment management services, and comprehensive wealth forecast planning to support their long-term goals. Daniel earned his Bachelor's Degree in Economics from Vassar College in 2000. He began his finance career as a Cash and Equity Trader in Manhattan until 2007, followed by a role as Portfolio Manager and Partner at ECM, a Norwegian-based hedge fund company. In 2011, he co-founded Winnipesaukee Capital LLC, focusing on managing private equity and real estate investments in Northern New England. Since transitioning to wealth management in 2013, Daniel has worked at Merrill Lynch and Morgan Stanley, building upon his extensive investment experience. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Daniel enjoys hiking, boating, and swimming in the Lakes Region of New Hampshire and Norway with his wife and two sons. He is also an automotive enthusiast and collector.