Brisbane Eme is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2022. He collaborates with clients to build financial plans by addressing where they currently stand, where they are headed, and how to achieve their goals through actionable steps with measurable outcomes. Brisbane has been with Fidelity Investments since 2019, progressing through roles including CRA-Full Trader, Investment Solutions Representative, and Relationship Manager. His experience spans various facets of financial services, emphasizing client relationship management and investment solutions. Outside of his professional work, Brisbane has interests in soccer and traveling.

William Goldstein is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Durham, NH. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Patrick Shea is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He collaborates with clients to enhance their financial wellbeing by optimizing benefits and developing wealth planning strategies tailored to their life goals. Patrick emphasizes understanding his clients' unique situations and needs to co-create and implement comprehensive financial plans. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Solutions Representative, Retirement Representative, Workplace Planning Consultant, and currently Benefits & Planning Consultant. Prior to Fidelity, Patrick worked as a Small Business Account Executive at Chase Paymentech Solutions from 2008 to 2011. Outside of his professional work, Patrick has interests in movies, reading, and writing.

Michael Welch is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc., Enterprise Bank, Primerica Financial Services, Northlite Glass, and Granite State Credit Union. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,961 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

Robert LaRocque is the Director and Executive Services Officer at Fidelity Investments, where he supports senior executives with all matters related to company equity compensation plans. In this role, he focuses on providing a customized experience that emphasizes benefit optimization and comprehensive planning by leveraging Fidelity's resources. He has been with Fidelity Investments since 2005, holding various positions including Executive Services Officer since 2015, Senior Manager in Portfolio Advisory Services from 2014 to 2015, Manager in Stock Plan Services from 2010 to 2014, Senior Stock Plan Specialist from 2006 to 2010, and Stock Plan Services Representative from 2005 to 2006. His expertise includes diversification strategies, comprehensive trading plans, price sensitivity, and option analytics. Outside of his professional responsibilities, Robert enjoys boating, family activities, spending time at the lake, scuba diving, skiing, and traveling.

Daniel Campagna is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1992. Outside of investment advisory, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a discretionary wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers, operating at scale with approximately $15.5 billion in assets under management.

Michael Cascini is a financial advisor with Primerica Advisors in Hudson, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Cascini serves on the financial review board of Crossway Christian Church, where he oversees the organization's checks and balances process. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Luz Sandoval Kettle is a financial advisor with Cetera holding a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Lighthouse Credit Union and Visions Federal Credit Union, as well as experience as a cultural care au pair. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform approach.

Samuel Perry is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Exeter, NH. He has one year of industry experience and has previously worked in various roles including at Capo Restaurant & Supper Club and Centre Realty Group. Outside of finance, he has been involved with several local businesses such as Exeter Bowling Lanes and Ocean Gaming. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools and supports implementation through brokerage or insurance arrangements.

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.

Caitlin Desoye is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she operates as a real estate finance consultant and serves as an independent insurance advisor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements and offers specialized services including divorce planning and estate-settlement programs.

Emily French is a financial advisor at Edward Jones in Hampstead, NH, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she worked for twelve years at HPMS Inc., The Therapy Connection, an online medical supply retailer, where she performed data entry and customer service duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices across the United States.

Troy Mottard is a financial advisor with Merrill in Manchester, NH, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Bank of America, N.A. and owned a landscaping business, M Outdoor Works, which he operates outside of securities trading hours. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Frank Depeters is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with several firms including Metropolitan Life Insurance Co and The Patriot Financial Group. He is also the owner of Comprehensive Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of over 10,000 advisors and manages over $256 billion in assets.

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.

William Ducharme is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Munters, Southern District YMCA, and Chipotle Mexican Grill, among others. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Scott Earwood is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations 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 advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Beck is a financial advisor with LPL Financial, holding the CFP® designation and securities licenses Series 63 and Series 66. He has 29 years of industry experience, including significant tenures at CUNA Brokerage Services and St. Mary's Bank. Beck is currently based in Manchester, NH, and is involved in financial advisory services at St. Mary's Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Ryan Mclaughlin is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at L.M. Kohn & Company and CGI Wealth Management LLC, where he serves as Vice President. His professional activities include retirement and investment planning. Mass Mutual Investors Services, LLC 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 seminars through annual, collaborative client relationships.

David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.