Lindsey Belo is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Lindsey worked at Align Credit Union and Granite State Credit Union. 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, supported by a large national network of financial advisors and branch offices.

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.

William Elwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked for over a decade at Cambridge Investment Research and Antaeus Wealth Advisors. Outside of his advisory role, he is co-owner of Vino Tourismo, a business based in Newburyport, MA. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Sullivan is a CFP® professional with nine years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at LPL Financial. Sullivan is the owner and president of Primary Financial Advisors LLC, a support company based in Amesbury, MA. 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, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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 financial advisor with LPL Financial in Hampton, NH, holding the CFA® designation along with Series 63 and 65 licenses. He has 29 years of industry experience, including a 20-year tenure with Salem Five Cent Savings Bank and LPL Financial. Outside of finance, he provides instruction in self-defense, emergency preparedness, and home security, and assists with a family beekeeping business that sells honey locally. He also works part-time as a whitewater rafting guide. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research, and various investment strategies.

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.

Richard Neville is a financial advisor with OSAIC based in Hampton, NH, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked at LPL Financial since 2000 and has been with Neville & Associates Financial Services since 2018. He is also a notary public. OSAIC Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes with both discretionary and non-discretionary options.

James Mccarthy is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Saltbox Financial since 2009 and Royal Alliance since 2005. Outside of finance, he is a pilot for Delta Air Lines, flying Boeing 767 routes primarily based out of JFK. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management across diverse investment strategies.

Charles Beynon is a CFP® and ChFC® with 23 years of experience in the financial industry. He has been with Ameriprise since 2005, currently based in Rye, NH. Outside of his advisory role, he co-owns a fitness club and is involved in several real estate and tax preparation businesses. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering tailored, research-based recommendation reports. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Thomas Burbank is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at LPL Financial since 2022 and was previously affiliated with CUNA Brokerage Services, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

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.

Debbie Feest is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her career includes prior roles at Raymond James Financial Services and Wells Fargo Clearing. In addition to her advisory work, she is involved as an equine specialist providing therapy sessions in collaboration with a mental health professional. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-oriented planning.

Brian Desoye is a financial advisor with MassMutual Investors Services, holding Series 63, 65, and 66 credentials and 21 years of industry experience. He previously worked at MetLife Securities Inc. from 2008 to 2017 and has been with MassMutual and its affiliated firms since 2016. Outside of advisory work, he owns Birchwood Financial Group, Inc. and is licensed to sell life, disability, and fixed annuities. MassMutual 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 and asset management using firm-approved analytical tools, with a focus on collaborative, annual planning engagements.

Eric Dufour is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Osaic. He has previously worked at SagePoint Financial and American General. In addition to his advisory role, Dufour is involved in selling fixed insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and supports a range of investment platforms and third-party solutions.

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.

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.

Alan Silverman is a financial advisor with Mass Mutual Investors Services in Newburyport, MA, holding CFP® and ChFC® designations and bringing 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent seven years at MetLife Securities. Outside of his advisory role, he is an insurance agent specializing in long-term care and manages an LLC handling administrative and recordkeeping functions. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning engagements supported by firm-approved software and a range of specialized programs including divorce planning and employer-sponsored planning.

David Alves is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cantella & Co., Inc. and Royal Alliance Associates, Inc. He is also an owner of Axiom Wealth Partners and Cantella Capital Group LLC, and serves as a Director of Operations at Cantella. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.