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.

William Hurst is a financial advisor at Momentum Investment Research and Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Fidelity Brokerage Services, Strategic Advisers LLC, and Hurst & DeGraffenried Wealth Management. Momentum Investment Research and Management, LLC provides discretionary portfolio management and subadvisory services to other advisers, along with financial planning and account management for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to implement equity-focused, long-term trading strategies and operates with discretionary trading authority.

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.

Edward Oakes is the principal of The Oakes Financial Group in Troy, NH, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been involved with Oakes Financial Services, Inc. since 2011 and with Hancock Tax & Financial Services since 2005, where he provides income tax preparation services. The Oakes Financial Group offers fee-only financial planning, portfolio design, asset management, and investment consultation to individuals, trusts, estates, and businesses. The firm incorporates educational workshops and seminars into its client services and employs a diversified investment approach based on fundamental analysis and Modern Portfolio Theory.

Charles Krause is a financial advisor at Monadnock Capital Partners, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Northstar Equities since 2007. Krause serves on the Monadnock Community Hospital Investment Committee as a volunteer member. Monadnock Capital Partners provides fee-based portfolio management and pension consulting to individuals, high-net-worth clients, businesses, and institutions. The firm employs a fundamental, disciplined investment approach and manages a small client roster with discretionary authority and ongoing oversight by its senior team.

Carl Johnson is a CFP® with 24 years of industry experience and has been with Grove Street Fiduciary, LLC for 10 years. He has a military background, serving in the United States Navy and currently in the Navy Reserves. Johnson is also a managing member of 20 Grove Street Partners LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, and various organizations by providing personalized wealth and trust advisory services. The firm employs a globally diversified, asset-allocation approach using primarily ETFs, index funds, and no-load mutual funds, with a focus on tailored financial planning and discretionary asset management.

Bryan Krause is a financial advisor at Monadnock Capital Partners, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Monadnock Capital Partners since 2014. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined investment approach focused on business fundamentals, margin of safety, and long-term holdings, managing a small client roster with discretionary authority and ongoing senior team oversight.

Hazel Grolljahn is a CFP® professional with nine years of industry experience, currently serving at Grove Street Fiduciary, LLC in Peterborough, NH. She has been with the firm since 2008, including its earlier incarnation as Ames Planning Associates, Inc. Outside of advisory work, she is secretary of 20 Grove Street Partners, LLC. Grove Street Fiduciary serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a globally diversified, asset-allocation strategy primarily based on ETFs, index funds, and no-load mutual funds, applying modern portfolio theory and cash flow analysis to tailor portfolios to client risk tolerance and time horizon.

Bryce Schuler is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He currently works at Tableaux Wealth and previously held roles at Baldwin & Clarke Advisory Services, New England Private Wealth Advisors, and American Investment Services. Outside of his advisory work, he serves as Treasurer and Board Member for the Francestown Village Water Company, a local non-profit water supplier. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans with wealth management, portfolio management, financial planning, and trustee services. The firm manages approximately $230 million for about 209 clients, utilizing a long-term investment approach grounded in fundamental analysis and modern portfolio theory, incorporating low-cost funds and a range of securities.

Robin Morrell is a CFP® professional with over 36 years of experience in the financial industry. He is currently with First Heartland Consultants, Inc. and has previously worked at Ameriprise Financial Services, Flatiron Financial Group, LPL Financial, Banc of America Investment Services, and Merrill. Outside of his advisory role, he teaches water aerobics at the Granite YMCA in Manchester, NH. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management, financial planning, and a model-based self-directed brokerage account program for 401(k) participants.

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.

Scott Fishman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory role, he is a co-owner of Cinagogue LLC, a film production company based in Seattle, WA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, compliance, and practice-management services while offering a range of investment programs including discretionary model portfolios and customizable solutions.

William Cahill is a CFP® professional with 40 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously spent three years at VOYA Financial. Outside of his advisory work, he is involved in purchasing and selling baseball cards and comic books online. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides comprehensive adviser platforms, including managed-account programs, third-party asset manager access, and custody services.

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.

Kara Nixon is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs to intermediary platforms.

Gary Kostowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. His work history includes roles at PFS Investments, OSAIC, Woodbury Financial Services, and Mass Mutual Investors Services. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors, offering model-driven investment strategies supported by third-party managers and custodians.

Thomas Frazier is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has six years of industry experience, including prior positions at City National Bank and The Main Street America Group. Outside of his advisory work, he is a part-owner of two farms in Fitzwilliam, NH, involved in oversight capacities. He also serves on the investment committee of a nonprofit elementary school, reviewing its endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory and portfolio management programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and incorporating tax management and responsible investing options.

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 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Sara Mc Donough is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and previously worked in logistics and recreational roles. Outside of her advisory work, she coaches vaulting classes and provides horse care and instruction at equestrian facilities in New Hampshire. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment strategies and multiple advisory programs. The firm integrates in-house and third-party managers to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Thomas O Malley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at People's Securities, Inc., People's United Advisors, Inc., and Citizens Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Miranda Bertram is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, True North Wealth Management, and Benson Wealth Management. She also serves as an administrative assistant at SK Management. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of more than 23,700 financial advisors.

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.

Anna Highter is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2014 and City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that include both in-house and third-party managers, incorporating options for tax management and responsible investing.

Ashley Concha Vera is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she was employed at Fresenius Medical Care and Crotched Mountain Rehab. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Matthew Snow is a financial advisor with Primerica Advisors in Swanzey, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2004. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Evelyn Jordan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and Edward Jones. Outside of finance, she is co-owner and social media manager of Grappellis Pizza in Peterborough, NH. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a wide range of investment advisory solutions supported by a large network of advisors and branch offices nationwide.

Jacqueline Lundsted Lyons is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and previously worked at MacDowell for eight years. Outside of her advisory role, she is involved as staff for horse shows with the New Hampshire Hunter Jumper Association and Friendship Field Farm LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies and a combination of in-house and third-party managers to meet client needs.

Steven Amico is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked with firms including Northeast Investment Advisors, B.B. Graham & Company, and Banc of America Investment Services. He is also licensed to sell fixed insurance products such as life and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets through a network of more than 10,000 advisors.

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.

Matthew Pouliot is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments in various roles since 2007, including positions such as Investment Solutions Consultant, Managed Accounts, Client Management Representative, Associate Relationship Manager, Retirement Solutions Representative, and Investment Solutions Representative. Prior to his tenure at Fidelity, Matthew held roles at Wells Fargo Advisors as a Client Associate, at Northwestern Mutual as an Investments Associate, and as a Loan Officer at Homeowners Assistance. Matthew holds insurance licenses for Arkansas and California. His professional approach involves understanding each client's unique financial situation to develop tailored strategies aligned with their long-term goals. He emphasizes collaborative planning to manage risk and adapt to changing market environments, aiming to provide transparent and objective, client-centric service. Outside of his professional work, Matthew has interests in the beach, cars, fitness, movies, traveling, and volunteering.

Gretchen Snow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles in education and outdoor recreation, and she operates a part-time tax preparation business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

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.

James Long is a CFP®-certified financial advisor with Edward Jones, based in Peterborough, NH, and has 19 years of industry experience. He has been with Edward Jones since 2007. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Brian Hall is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. 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, with approximately $1.01 trillion in assets under management.

Joshua Nero is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of investment advisory programs under a fiduciary standard.

Patrick Curtin is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He previously worked at Triad Advisors, Inc. for 16 years before joining OSAIC in 2024. Curtin is also president of Curtin Financial Services, a sole proprietorship focused on comprehensive financial planning, securities sales, and insurance products. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios containing stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jerica Wilkins is a financial advisor at Edward Jones with a Series 66 designation and over three years of industry experience in roles including her current position. Her prior work spans healthcare and retail sectors, including positions at MAS Medical, Speare Memorial Hospital, and J Crew. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

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.

Joseph Durell is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he serves on the boards of the Keene Cal Ripken Baseball/Softball Association and the Peterborough Sunshine Fund, both nonprofit organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates in-house and third-party investment managers, providing solutions tailored to each client's risk profile.