Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Ox Lux Advisory, he worked at Aaron Wealth Advisors and Specialist TeleMed LLC, and he also has experience with Saudi Aramco. Ox Lux Advisory LLC provides advisory services to individuals, high-net-worth individuals, and charitable organizations, offering financial planning and ongoing portfolio management tailored to client goals. The firm integrates modern portfolio theory, quantitative and technical analysis, and employs various trading strategies, conducting regular account reviews and providing detailed reporting.

Hudsen Hagland is a CFP®-certified financial advisor with four years of industry experience. He currently leads AFS Wealth Management LLC, an independent advisory firm, and has prior experience at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. He also held a position at the University of Massachusetts Dartmouth from 2015 to 2020. AFS Wealth Management LLC is a single-advisor firm managing approximately $30.7 million for about 44 clients. The firm offers discretionary portfolio management and financial consulting tailored to individual client objectives, employing a combination of modern portfolio theory and technical analysis methods.

Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.

William Fracalossi is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 and Series 63 licenses. His work history includes roles at GWFS Equities, Inc. and Wells Fargo Clearing, where he worked from 2016 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Nicholas Hobart is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Benjamin F. Edwards & Co. Outside the financial industry, he works part-time as a center store clerk at Hannaford Supermarket. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio strategies through integrated planning and managed account solutions linked to its recordkeeping and administrative platforms.

Maria Horne is a Series 66-licensed financial advisor with LPL Financial, based in Claremont, NH. She has one year of industry experience and has worked at LPL Financial and Claremont Financial Services. Outside of her advisory role, she is a commissioned notary public in New Hampshire. 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 programs, including discretionary and non-discretionary management supported by research and model portfolios.

William Stevens is a financial advisor at Edward Jones in Bellows Falls, VT, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Maccioli is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 credential and has worked at Woodbury Financial Services, Inc. and multiple related entities including Horizon Financial Services, where he serves as owner and provides services such as income tax preparation and payroll as well as fixed term life and health insurance. Outside of advising, he owns an LLC that designs and develops wildlife food plots. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of services such as integrated brokerage and investment advisory, financial planning, and access to third-party money managers, using various tools and platforms to construct portfolios tailored to client needs.

Clay Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 27 years of industry experience. Prior to joining LPL Financial in 2026, he worked at infinex Investments, Inc. and Northfield Savings Bank for 15 years. Outside of advising, he owns and manages three apartment buildings in Northfield, Vermont. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial services supported by research and model portfolios, with both discretionary and non-discretionary management options.

Kayla Putnam is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial LLC and Claremont Financial Services. She serves as a director and board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its clients through advisory programs and institutional consulting.

Roland Swasey is a CFP®-designated financial advisor with Edward Jones, based in Claremont, NH, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at EBAs for 23 years. 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 investment strategies and advisory services through a nationwide network of financial advisors.

Amy Duffy is a financial advisor at Edward Jones in Springfield, VT, holding the ChFC® designation and Series 66 license with nine years of industry experience. Before joining Edward Jones in 2016, she worked in dental office administration at West River Family Dental and Windsor Dental from 2011 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a extensive network of financial advisors and branch offices nationwide.

Steven Schmitt is a CFP® professional with 24 years of experience, currently with Raymond James & Associates since 2022. His prior experience includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors. He is also authoring a book titled "Capitalizing on Climates," expected to be published in early 2026. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and notable municipal advisory and execution services.

Robert Walker Sr. is a financial advisor with Primerica Advisors in Springfield, VT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers 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 for its services.

Jeffrey Jacobs is a financial advisor with Merrill in Saxtons River, VT, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill for over three decades and concurrently with Bank of America for 15 years. Outside of his advisory work, Jacobs owns a proprietorship that manages an owner-occupied brownstone and serves on the board of Vermont Academy, a private boarding school in Saxtons River. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Becky Vittum is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors Inc. and Claremont Savings Bank, where she continues to be involved. Vittum also has a background in the family business, Dale's Radiator Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

Ashleigh Mc Farlin is a CFP® professional with seven years of industry experience, currently practicing at LPL Financial in Claremont, NH. Prior to joining LPL Financial in 2019, she spent five years at Zuraw Financial Advisors. 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 programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Martha Maki is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at Edward Jones for 22 years before joining Raymond James. Maki serves as a finance and investment committee member and director for the Claremont Development Authority and is an officer and treasurer of the nonprofit The Well Collaborative NH. 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, and institutions. The firm offers tailored, non-discretionary planning using analytical models to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Debra Cox is a financial advisor with Primerica Advisors in North Springfield, VT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. In addition to her advisory role, she receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading delegated to BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

Derek Karner is a financial advisor with OSAIC, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services Inc. for seven years and was involved in the furniture business for 27 years. He is a trustee of the Karner Family Trust and is associated with Diamond Point Wealth Partners, a financial advisory partnership. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services, employing asset-allocation tools and offering portfolios with a range of investment types managed on discretionary or non-discretionary bases.