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 over 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017, following nine years at Lincoln Financial Securities Corporation. Marvin serves as a board member for YMCA Camp Coniston and is a trustee of trust funds for the Town of Bow, New Hampshire. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of implementation options through proprietary and third-party strategies, delivered by a network of independent Financial Professionals.

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.

Edward Wardle is a financial advisor at OSAIC with 34 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is a licensed insurance agent providing life and long-term care insurance to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct and manage portfolios with various asset types on discretionary or non-discretionary bases.

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 and holds Series 63 and Series 65 licenses. He has seven years of industry experience, previously working at Ally Invest Advisors, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of finance, he was a professional athlete from 2016 to 2018 and has over a decade of involvement with Goodales Bike Shop. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap accounts, money-manager programs, and educational seminars.

Adam Audet is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, with prior roles at Lincoln Financial Securities Corporation and Cambridge Investment Research. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Hunter Edwards is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Globe Wealth Management for five years. Outside of his advisory role, Edwards has been involved with Lakes Region Development as an associate financial advisor. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendation reports combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

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.

Jason Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes positions at the Department of Homeland Security and the U.S. Postal Service. Outside of his advisory role, he participates in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Tiffany Snow is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Nathaniel Buiel is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. He previously worked at Ameriprise and has been associated with Davidson & Stone, PLLC, and Davidson & Sons, where he provides tax preparation and financial advisory services. He is also a partner in a commercial real estate venture that houses his accounting and advisory practices. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Lauren Wright is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved in managing a special needs trust and serves as a trustee and guardian, overseeing professional fund management and court reporting. She also teaches English as a Second Language to adult learners and works as a server at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management offerings.

Jeffrey Parsons is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has worked previously at LPL Financial and Invest Financial Corporation. Parsons also operates as an independent insurance agent through Parsons Financial Associates, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing access to proprietary models and third-party strategies tailored to client objectives.

Jodi Steverman is a financial advisor with Ameriprise in Allenstown, NH, holding a Series 66 designation and beginning her advisory career in 2022. Prior to joining Ameriprise, she worked in education at Westwood Public Schools and in healthcare at Phillips Healthcare. Outside of her advisory role, she is involved in tax preparation services through Velocity Tax Planning. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation to support its retirement-income consulting process.

Kate Field is a financial advisor with Fidelity Investments in Weare, NH, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at various Fidelity entities since 2015. Outside of her advisory role, she is employed in retail and motorsports-related positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and structured funds.

Cassandra Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.