Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Bryce Schuler is a CFP® with five years of industry experience, currently serving as a financial advisor at Tableaux Wealth. His prior roles include positions at Baldwin & Clarke Advisory Services LLC, New England Private Wealth Advisors LLC, and American Investment Services, Inc. He is also a Treasurer and Board Member of the Francestown Village Water Company, a nonprofit organization providing water services in Francestown, NH. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and trustee/executor services, managing approximately $230 million with an investment approach that incorporates fundamental analysis, modern portfolio theory, and both traditional and derivative instruments.

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 21 years of industry experience. He previously worked for Boston Asset Management Inc for 15 years before joining Empirical in 2024. Outside of his advisory role, he operates a nursery business in Warner, New Hampshire. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using a proprietary methodology and manages multiple model strategies with a focus on low-cost ETFs, mutual funds, and select individual securities.

Deborah Ray is a financial advisor with Arax Advisory Partners, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Merrill Lynch, Triad Advisors, Inc., Pinnacle Private Wealth, LLC, and U.S. Capital Wealth Advisors, LLC. She also assists other registered representatives with financial product sales through Triad Advisors. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, distinguishing itself with performance-based fee arrangements and private fund management.

Robin Morrell is a CFP® with 35 years of industry experience, currently serving at First Heartland Consultants, Inc. He has previously worked at Ameriprise Financial Services Inc, Flatiron Financial Group, and LPL Financial, LLC. Outside of his advisory role, Morrell teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Nicholas Davis is a Series 66 credentialed advisor at Blueprint Financial Advisors with 13 years of industry experience. His prior roles include positions at Hemlock Creek Wealth Management, Raymond James Financial Services, and Edward Jones. Outside of financial advising, he is a partner in Anxiety Guys LLC, a coaching business focused on reducing PTSD and anxiety for individuals and corporations. Blueprint Financial Advisors is a multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework across diversified asset classes to manage client portfolios.

Sarah Davis is a financial advisor with Blueprint Financial Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Edward Jones and Raymond James Financial Services. In addition to her advisory duties, she is a licensed insurance agent with Blueprint Insurance Services. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that manages approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment framework across diversified asset classes.

Matthew Boyle is a CFP® with 24 years of industry experience, currently serving at Empower Advisory Group. His previous roles include positions at GWFS Equities, Voya Financial Advisors, Waddell & Reed, Peoples Securities Inc., and Peoples United Bank. Outside of his advisory work, he serves on the board of the NH Children’s Health Foundation, coaches youth soccer with the Hopkinton Soccer Club, acts as a referee for the New Hampshire Soccer Referee Association, and supports the Hopkinton Library Foundation as a board member. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s approach focuses on integrated financial planning tied to Empower’s administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

James Freeman is a financial advisor with Empower Advisory Group in New Boston, NH, holding Series 63, 65, and 66 licenses and has 32 years of industry experience. Since 2015, he has been affiliated with GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Jeremiah Kennedy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Hornor, Townsend & Kent since 2021 and has prior experience including roles at Scott Christensen and Northwestern Mutual Investment Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and integrates third-party asset managers within its supervisory framework.

Macgregor Maitland is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, Commonwealth Financial Network, and Signator Investors, Inc. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through personalized and third-party managed portfolio solutions.

Jeremy Lathrop is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. Since 2010, he has worked at CCO Investment Services Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory offerings that have included a digital advisory program and a Managed Account program.

John Sinclair Jr. is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at GWFS Equities, Inc. since 2014. Outside of his advisory role, he operates a business selling discounted products, primarily books, toys, and seasonal items, on Amazon. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and participants, as well as to Premier IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Andy Xenakis is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on understanding the financial needs and priorities of individuals and families. He collaborates with clients to build and maintain financial plans aimed at achieving their goals. Andy has held various roles at Fidelity Investments since 2009, including Regional Vice President of Managed Accounts, Regional Planning Consultant, Investment Solutions Consultant for Managed Accounts, and Retirement Relationship Manager. His extensive experience spans financial representation, retirement solutions, investment solutions, and managed accounts. His career at Fidelity Investments demonstrates a progression of leadership and expertise in financial advisory services, supporting clients through comprehensive financial planning and investment management.

Stuart Bronson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 30 years of industry experience. He has been associated with Cambridge Investment Research Advisors and related entities since 2013 and also serves as an advisory representative for Axiom Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering a range of investment solutions across multiple custody platforms and model strategies.

Robert Roland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 36 years of industry experience. His prior roles include seven years at Lincoln Investment and over two decades as an independent insurance agent at Roland & Roland. He serves as a member of the Zoning Board of Adjustment for the Town of Nelson, NH, and is involved in educating others about budgeting and financial goals. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Jessica Moore is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 21 years of industry experience. She has worked in various capacities at Fidelity since 2004, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery while maintaining oversight of sub-advisers and addressing conflicts of interest.

Michael Jorczak is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Fidelity entities since 1996, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base with discretionary and non-discretionary advisory services, and it is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Michael Tenore is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. His prior work history includes roles at Baystate Financial, Modern Auto Sales, DMB Financial, Telefluent, and LGCY Power. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services.

Kevin Cook is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Fidelity Brokerage Services Inc since 1999 and has also worked with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while maintaining governance and proxy-voting procedures.

Barbara Roland is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 36 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and previously spent seven years at Lincoln Investment. In addition to her advisory work, Roland volunteers with Elm City Church and participates on the Nelson Broadband Expansion Ad Hoc Committee. She is also involved in educating others about budgeting and financial goals. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement-plan advisory services through a network of independent Financial Professionals. The firm employs a range of investment approaches, including proprietary models and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.

Elise Kesseli is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and having two years of experience in the industry. Prior to her current role, she worked at Brayton Energy for seven years. She is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, providing advisory services mainly through model-delivery strategies created by third-party asset managers.

Richard Hagala is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as positions outside the financial sector at Lyft and Student Transportation of America. He is involved in sales of investment-related products and referrals for home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.

Khadijah Cisse is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of finance, she is a self-employed part-time midwife. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by custodial services from Pershing.

Julie Hagala is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and having five years of industry experience. Her career includes roles with Primerica Financial Services, PFS Investments Inc., and Scott Dutton. She also serves as a part-time office manager and is a non-compensated notary public. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Robert Cathcart Jr. is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at infinex Investments, Inc. and operated his own advisory business prior to joining LPL Financial in 2025. Outside of his advisory work, he has been involved as a coach in sports and fitness at Trinity High School since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Erin Bacon is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and is based in Hillsborough, NH. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

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.

Galen Nichols is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Nichols serves as Membership Chair for the CoPoCo Swim and Tennis Club in Concord, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Micheal White is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to produce written Recommendation Reports, supporting clients with a range of advisory, brokerage, and insurance solutions through its institutional platform.

Anthony Buruca is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including Planning Consultant and multiple levels of Workplace Planning Consultant. His professional experience spans over several years within Fidelity, focusing on financial planning and consulting. Anthony's expertise includes developing personalized financial plans tailored to clients' unique goals and visions, with an emphasis on tax-efficient investing, risk management, and retirement income strategies. He holds insurance licenses in Arkansas and California, supporting his capacity to manage diverse financial and insurance needs. Outside of his professional work, Anthony enjoys activities such as gardening, outdoor adventures, swimming, and is involved in volunteering. He is also interested in food culture.

Erika Doyle is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and implements models with oversight from BNY Mellon Advisors.