Heather Thompson is a Series 65-licensed financial advisor with eight years of industry experience. She has held positions at Best Life Infinity, LLC since 2023 and previously worked at Investment Advisor Group, American Tax and Financial Planners, and Investment Advisor Alliance. Before entering the financial sector, she taught at SAU 29 Keene High School and provided private tutoring. Best Life Infinity serves individual investors and families, including high-net-worth clients and military survivors. The firm offers investment management, financial planning, and retirement rollover advice, employing a range of strategies based on asset allocation, diversification, and both active and passive management.

Michael Adrian III is a financial advisor at Archer Investment Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2019. Prior to this, he spent over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services. Adrian is also a member of the Board of Directors for the Leland & Gray Education Foundation and is involved in tax preparation and accounting through Adrian & Adrian, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using both discretionary and model-based strategies, focusing on diversified portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Richard Anderson is a financial advisor with Flagship Harbor Advisors, LLC in Walpole, NH. He holds a Series 66 designation and has 18 years of industry experience. Anderson has been with Flagship Harbor Advisors since 2012 and has also worked with LPL Financial since 2011. Outside of his advisory work, he refers personal injury and medical-related cases to attorneys under established referral fee practices in New Hampshire. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and uses a combination of mutual funds, ETFs, individual securities, and independent managers with both fundamental and technical analysis across various trading strategies.

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.

Beth Ann Graf is a financial advisor with Merrill in Newfane, Vermont, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. She has been with Merrill since 1981. She serves as a board member of the Trustees Board for Lake Ronkonkoma United Methodist Church. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

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.

Clay Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior work includes roles at Infinex Investments, Northfield Savings Bank, Edward Jones, Wells Fargo Clearing, A.G. Edwards & Sons, and Fidelity. Outside of his advisory work, he is an owner of multiple apartment buildings in Northfield, Vermont. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools for operational and research assistance.

Christopher Wilson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Mass Mutual and Mass Mutual Investors Services since 2020 and 2021, respectively, and previously was employed at Enterprise Holdings. Outside of his advisory role, he engages in buying and selling sports memorabilia through an eBay account. 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 programs using firm-approved software to deliver tailored recommendations without investment discretion.

Lawrence Raff is a financial advisor with Cetera, holding a Series 63 license and over 43 years of industry experience. His career includes prior roles at Raff Financial Services, Inc. and Penn Equities Inc., along with more than a decade at Cetera Wealth Services, LLC. Raff is also a licensed notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jessica Fuller is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. She serves on the board of Stonewall Farm in Keene, NH, where she participates in fundraising and strategic planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, operating under a fiduciary standard.

Steven Schmitt is a CFP® professional with 24 years of industry experience, currently serving at Raymond James & Associates since 2022. He previously worked at Morgan Stanley Private Bank and Wells Fargo Clearing. Schmitt is also an author, working on a book titled "Capitalizing on Climates," expected to be published in early 2026. 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 municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jeffrey Jacobs is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Merrill since 1991 and is also associated with Bank of America, N.A. since 2011. Outside of his advisory role, he owns a sole proprietorship focused on an owner-occupied brownstone investment and serves on the board of Vermont Academy, a private boarding school in Saxtons River, VT. Merrill, along 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 strategies for a range of individual and institutional investors.

Charles Salisbury is a financial advisor with Edward Jones in Walpole, NH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Edward Jones since 2017 and previously worked at The Home Depot for 12 years. 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 provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Astley is a financial advisor at Edward Jones in Walpole, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Haakon Construction Services Inc. and Dynamic Yield, a Mastercard Company. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Athan Vorilas is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He previously worked at Signator Investors Inc for 10 years before joining OSAIC in 2018. Outside of his advisory role, he serves as president and CEO of Lighthouse Financial Network and is active in his community as a parish council board member of St. Nicholas Greek Orthodox Church. OSAIC serves a diverse client base including individuals, institutions, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing a variety of portfolio construction tools, third-party money managers, and model account solutions.

Richard Francis is the sole advisor at Cygnet Investment Co., Inc. in Walpole, NH, with 36 years of industry experience. He has been with Cygnet Investment Company, Inc. since 1985. Cygnet Investment Co., Inc. is an independent, single-advisor firm that provides investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $11.4 million in assets across about ten client relationships, maintaining a concentrated client base with a high advisor-to-client ratio.