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.

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.

Norman Juniewic Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously spent 20 years with LPL Financial, LLC and currently operates Juniewic Financial Group. He is also the owner of Norman Juniewic, LLC, a private entity through which he conducts fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

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.

Steve Palmer is a financial advisor at OSAIC Institutions, INC. with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Securities America Advisors, Securities America Inc., and MetLife Securities. Palmer serves as a board member for Families in Transition, a nonprofit focused on preventing homelessness. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on predominantly non-discretionary assets.

Beth Ann Graf is a financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 1981. Graf serves as a member of the Trustees Board for the Lake Ronkonkoma United Methodist Church. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies and is integrated with Bank of America affiliates to support trading and capital markets activities.

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.

Christopher Wilson is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and four years of industry experience. He has worked with Mass Mutual and its subsidiary since 2020. Outside of advising, Wilson engages in buying and selling sports memorabilia through an eBay account. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements and educational seminars, serving a broad client base including high-net-worth individuals.

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.

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.

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.

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.

Nataliya Bergeron is a CFP® professional with 16 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. She holds Series 63 and Series 65 licenses and operates out of Keene, NH. Outside of her advisory role, she is a notary public and an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Ryan Astley is a financial advisor at Edward Jones in Walpole, NH, holding a Series 66 designation. He has one year of experience at Edward Jones and previously worked in roles at Haakon Construction Services Inc. and Dynamic Yield, a Mastercard Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.