Marjorie Amico

Janice Ainsworth is a financial advisor with Rockworth Investment Services LLC, holding a Series 65 designation and 16 years of industry experience. She has been with Rockworth Investment Services since its founding in 2010 and also maintains a long-standing career with RE/MAX Presidential in real estate. Rockworth Investment Services provides continuous, discretionary portfolio and asset management to individuals, corporate plans, and trusts. The firm employs an active, tactical investment approach favoring ETFs and individual stocks, with frequent monitoring and portfolio adjustments in response to market developments.

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Gwfs Equities, Inc. Welch serves on the Board of Directors for Derry Pathfinders, a nonprofit snowmobile club, where he helps approve the club’s direction. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates in its planning approach.

Brent Holcombe is a CFP® with 32 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 1993, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Vincent Osgood is a financial advisor with Edward Jones in Conway, NH, holding a Series 66 designation and four years of industry experience. He previously worked at Norway Savings Bank from 2014 to 2021. Outside of his advisory role, he serves on the finance committee of the West Oxford Agricultural Society, a local fair organization, where he is involved in budgeting and long-term financial planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lee is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 11 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a wide range of delivery options and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Shawn Christine Adjutant is a financial advisor with Edward Jones in Conway, NH, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 21 years of industry experience, including 13 years with Edward Jones since 2013. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.