Gary Seckendorf is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include a decade at Wells Fargo Clearing and a year at Quick & Reilly, Inc. He is based in Salem, New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives, offering diverse investment strategies and operational support tools.

Danielle Settipane is a financial advisor at Charles Schwab with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with MML Investors Services, Mass Mutual Life Insurance Company, and Baystate Financial. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative-investment onboarding process.

Michael Ferris is a financial advisor with Edward Jones in Nashua, NH, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at MFS Fund Distributors, Inc. for ten years before joining Edward Jones in 2022. 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 and affiliated investment products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Stephen Fallon is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, he is the sole proprietor of Esmeralda Books LLC, where he writes, designs, and publishes children's books in both digital and paperback formats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. Their investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Jay McCaig is a Financial Consultant at Fidelity Investments. He partners with individuals and families to help grow, preserve, and transition wealth across generations. Jay leads with planning to help clients implement strategies aligned with their financial goals while leveraging the resources of Fidelity. He has been with Fidelity Investments since 2007, holding various roles including Retirement Solutions Representative, Managed Solutions Consultant, Investment Solutions Consultant for Fidelity Life Insurance, and currently as a Financial Consultant since 2020. Outside of his professional work, Jay's personal interests include biking and golf.

Benjamin Arrigo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2022, he served in roles including the Pease Fire Department and the New Hampshire Air National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Peter Murphy is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Deb DeFelice is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She specializes in helping clients develop personalized financial plans and provides guidance designed to create realistic paths toward achieving their financial goals. Her experience in the financial services industry spans several decades, including roles as a Portfolio Specialist, Client Management Representative, and Retirement Solutions Representative at Fidelity Investments since 2011. Prior to that, she worked as a Financial Consultant at Merrill Lynch, Pierce, Fenner and Smith from 1983 to 1988. She holds insurance licenses in Arkansas and California. Outside of her professional career, Deb enjoys spending time at the beach, fitness activities, social events with friends, traveling, and caring for pets.

Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. In addition to his advisory work, he operates a sole proprietorship offering fixed protection insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of investment programs and third-party manager options.

James Maxon is the sole advisor at James D. Maxon Financial Advisors, LLC, an independent firm based in Bedford, MA. He holds Series 63 and Series 65 licenses and has 24 years of experience in financial advising. Prior to establishing his advisory firm in 2003, he has operated as a Certified Public Accountant since 1986, maintaining that practice alongside his advisory work. James D. Maxon Financial Advisors serves individual clients with personalized financial strategies, combining investment management with accounting insights.

Christopher Gandia is a CFP® professional with 17 years of experience in financial advising. He has been with Northport Harbor Financial Services, LLC since 2008 and also serves the Town of Londonderry in New Hampshire. Northport Harbor Financial Services, LLC provides personalized investment advisory and portfolio management services exclusively to high-net-worth clients. The firm maintains a small client base and focuses on tailored advice and ongoing portfolio oversight rather than mass-market products.

Stephen Feron is a financial advisor at Johnson O'Connor Wealth Management with one year of industry experience. He has been a partner at the accounting firm Johnson O'Connor Feron & Carucci LLP since 1997, providing audit, tax, and consulting services. Johnson O’Connor Wealth Management operates as a referral service to clients of its affiliated accounting firm, serving individuals, trusts and estates, charitable organizations, and corporations. The firm does not manage client assets directly but refers clients to registered broker-dealers and investment advisers, maintaining a code of ethics and transparency in its advisory relationships.