Christopher Mason is associated with OX Lux Advisory LLC and holds the Series 63 and Series 65 designations. The firm provides advisory services to individuals, high-net-worth individuals, and charitable organizations, offering financial planning and ongoing portfolio management. OX Lux uses modern portfolio theory, quantitative and technical analysis, and employs various strategies including trading, margin, and options, with a focus on tailored client plans and regular account monitoring.

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.

Douglas Kerr is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Investmark Advisory Group since 2017 and has been associated with Commonwealth Financial Network since 2014. Kerr also engages occasionally as a life settlement broker. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment options and third-party platforms, supported by a team of ten advisors managing approximately $812 million in assets.

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 with Empower Advisory Group in Windsor, Vermont, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Wells Fargo Clearing, as well as Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach, serving a large participant base relative to its advisor headcount.

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 financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she was affiliated with Claremont Financial Services and has held various positions across different industries, including roles at Claremont Savings Bank and Fitchburg State University. She is also a commissioned notary in the state of New Hampshire. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending options.

Robert Maccioli is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 26 years of industry experience. His prior firms include Woodbury Financial Services, Inc., and he has longstanding ownership roles in Horizon Financial Services, where he provides fixed term life and health insurance as well as income tax preparation and payroll services. Outside of his advisory work, he owns Miracle Mountain Wildlife Foodplots, an LLC focused on designing and developing wildlife foodplots. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with advanced asset-allocation tools and offers a range of investment vehicles and advisory programs supported by multiple custodial platforms.

Kayla Putnam is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She has previously worked at LPL Financial and Claremont Financial Services, and serves as a board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and emphasizes client collaboration using detailed risk profiling and firm research.

Michelle Paris is a financial advisor with LPL Financial based in Croydon, NH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at LPL Financial since 2018 and previously at Sugar River Bank and Invest Financial Corporation. Michelle is also involved with T-Squared Financial, an investment-related business she has maintained since 2013. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Rob Harris is a financial advisor with LPL Financial and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Ameriprise Financial Services, Bank of America, and Merrill Lynch. He is also currently affiliated with Sugar River Bank as a financial advisor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Danielle Lara is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Thomas Kleinhen is a Series 63-licensed financial advisor with Morgan Stanley, bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

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.

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.

Torrey Greene is a financial advisor at LPL Financial with 40 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial. Outside of his advisory role, Greene owns a real estate rental business in Alstead, NH. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Becky Vittum is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes 19 years at Raymond James Financial Services Advisors and 17 years at Dale's Radiator Service, alongside over 28 years at Claremont Savings Bank. She is based in Claremont, NH. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Ashleigh Mc Farlin is a CFP®-certified financial advisor with seven years of industry experience, currently associated with LPL Financial and Claremont Financial Services since 2019. Prior to that, she worked at Zuraw Financial Advisors from 2014 to 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team, delivering both strategic and tactical investment approaches through a large network of investment adviser representatives.

Martha Maki is a financial advisor with Raymond James Financial Services Advisors, Inc. in Claremont, NH, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Edward Jones from 2003 to 2025. Outside of advisory work, she serves as treasurer for the nonprofit The Well Collaborative NH and is a finance committee member and director for the Claremont Development Authority. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through various account types and an extensive affiliate network.

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.

Larry Epstein is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. Prior to joining Raymond James, he worked at Valley Financial Group, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, frequently operating in an advisory and implementation-support capacity rather than as a delegated manager.