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.

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.

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 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.

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® with 24 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2022. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Wells Fargo Advisors LLC. He is also an author working on a book titled "Capitalizing on Climates," expected to be published in early 2026. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.

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 who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Merrill since 1991 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory work, he serves on the board of Vermont Academy, a private boarding school in Saxtons River, VT. He is also the owner of a sole proprietorship related to an owner-occupied brownstone in New York City. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm offers multiple investment program strategies overseen by its CIO and benefits from integration with Bank of America’s broader banking and capital markets platform.

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.

Derek Karner is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services Inc. for seven years and was involved in the furniture business at Clear Lake Furniture for 27 years. He is a trustee of the Karner Family Trust and is affiliated with Diamond Point Wealth Partners as a financial advisor. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.