Jonathan Dick is a financial advisor with The Fiduciary Alliance, holding a Series 65 credential and three years of industry experience. He has worked at The Fiduciary Alliance and Dick Insurance Agency since 2020, and previously held roles in the biopharmaceutical sector and at the University of Rhode Island. In addition to his advisory role, he is involved with the Dick Insurance Agency as an agent and account executive. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a multi-divisional structure with a network of representatives, offering client-specific investment strategies that combine fundamental, technical, cyclical, and charting analyses alongside third-party manager allocations.

Claudia Vecchi is a financial advisor with LPL Financial and holds a Series 66 designation. She has 12 years of industry experience and has been associated with LPL Financial since 2013. Since 2016, she has also provided investment advisory services through Northeast Planning Associates, Inc., an independent advisory firm. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Jon Harrison is a financial advisor with Northeast Planning Associates, Inc. and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including prior roles at PRUCO Securities, LLC and LPL Financial. Outside of advisory work, he manages Airbnb rentals on a lake home in New Hampshire. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides modular financial planning, discretionary investment management, and retirement plan advisory services, overseeing approximately $414 million in discretionary assets for nearly 959 clients.

Ian Tollefsen is a CFP® professional with 22 years of industry experience. He is currently with Consolidated Portfolio Review Corp and has held prior roles at firms including Trust Advisory Group Ltd, Paramont Financial Group LLC, and Merrill. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis to meet varying client objectives.

Ryan Levasseur is a financial advisor with Northeast Planning Associates, Inc. He holds Series 66 and Series 63 designations and has six years of industry experience. Prior to joining Northeast Planning Associates, he worked at LPL Financial LLC and also has experience with the Newmarket School District. Outside of his advisory role, he is involved as an instructor, performer, and writer. Northeast Planning Associates, Inc. is an SEC-registered investment adviser that provides modular financial planning, discretionary investment management, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $414 million in discretionary assets with a team of about 70 advisors, focusing on tailored, consultative planning and serving individual and retirement plan clients.

Henry Cooley III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., where he provides financial planning services. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisers with in-house research and a variety of investment options, combining large-scale advisory operations with a range of non-advisory product offerings.

Jonathan Edwards is a financial advisor at Keel Point, LLC with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining Keel Point in 2023, Edwards worked at Granite Financial Partners and Kestra Investment Services. Outside of his advisory role, he is involved in several business activities including operating an investment advisory firm and participating in insurance-related ventures and community organizations such as NH Audubon. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, and corporate clients. The firm combines fundamental and quantitative analysis to develop strategic and tactical asset allocations, offering customized investment programs and a range of portfolio management and consulting services.

Don Silk is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked at Northeast Planning Associates, Inc. since 2003 and LPL Financial since 2007. He is also involved with Tri City Suban, Inc., a business operating since 1988. Silk spends a portion of his time on non-variable life insurance, fixed annuities, and long-term care insurance. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of around 70 advisors.

William Gibbons is a financial advisor with LPL Financial in Manchester, NH, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has worked with LPL Financial since 2007, while also operating Northeast Planning Associates, Inc. since 2003. In addition to his advisory roles, he is involved in selling non-variable insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Andrew Doughty is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2014. He also maintains a role at Northeast Planning Associates, Inc., where he has been involved since 2013. Outside of his advisory work, he is connected to OneEleven Oils, LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

William Husson is a financial advisor with ON Investment Management Company in Bedford, NH, holding a Series 63 license and 28 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, Husson is also licensed to sell life, health, disability, long-term care, fixed and indexed annuities, as well as group life and health insurance. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a dual-registration model that includes both discretionary and non-discretionary account management.

Walter Ammon is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Northeast Planning Associates since 2009 and has been affiliated with LPL Financial since 2004. Ammon offers non-variable insurance through various firms as part of his services. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Anthony Mc Mullen is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vanderbilt Securities, LLC, Stonex Securities Inc, and Trust Advisory Group Ltd. Mc Mullen is also a director of community development for the ReGenerative Roots Association, a nonprofit organization. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, model portfolios, financial planning, and access to third-party sub-advisors. Its investment approach combines strategic asset allocation with fundamental and technical analysis, delivered through a network of affiliated financial entities and service providers.

Adam Carroll is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 66 designations and two years of industry experience. His prior employment includes roles at Fidelity Investments and various positions in retail and service industries. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture platform with internally developed and independent asset allocation models and utilizes a wide range of investment strategies and instruments.

Paul Bedinger is a financial advisor at Capitol Securities Management, Inc. with 45 years of industry experience. He holds a Series 63 designation and previously worked at Cantella And Co., Inc. for 12 years before joining Capitol Securities in 2022. Outside of his advisory role, he serves as a trustee for the Kyle Bedinger Memorial Trust. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies.

Holly Knight is a financial advisor at Alera Investment Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including NFP Retirement and Lion Street Advisors. Outside of her advisory role, Knight serves as vice-chair of the board of trustees for MicroSociety Academy Charter School, contributing to governance and strategic planning. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension consulting platforms.

Robert Korbey is a financial advisor with Founders Financial Securities LLC, holding a Series 63 credential and 21 years of industry experience. His prior work includes five years at Equity Services, Inc., and over 29 years operating his own CPA and accounting practice, where he provides tax preparation, bookkeeping, and consulting services. He also serves as treasurer for the Armenian Apostolic Church at Hye Pointe. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a variety of advisory programs and third-party partnerships.

Matthew Eaton is a financial advisor with LPL Financial in Bedford, NH, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., a registered investment advisory firm providing financial planning and investment management services. Outside of his advisory roles, Eaton is involved in offering non-variable insurance products including long-term care, fixed annuities, life, and health insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment and financial planning solutions, combining large-scale advisory operations with non-advisory product offerings.

Patrick Gillis is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2013 and operates Northeast Planning Associates, Inc., a registered investment advisory firm. Gillis also engages in fixed insurance sales, including life, health, long-term care, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with insurance and credit products through a large network of investment adviser representatives.

Timothy Porter is a CFP® with 24 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2009. He has worked at Gemini Services since 2001 and is involved in tax preparation services through his own firm, Porter Tax Preparation Services, LLC. Porter also serves as a member of the Londonderry School Board. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, employing a range of portfolio management techniques and providing ongoing client reviews.