Sheldon Stansfield is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He collaborates closely with clients to develop financial plans tailored to their individual goals, drawing on Merrill's investment insights and leveraging the resources of Bank of America to provide comprehensive banking and lending solutions. Sheldon’s approach integrates a full understanding of each client's financial picture to navigate changing market conditions effectively. With extensive experience in areas such as education planning, family wealth management, legacy planning, socially responsible investing, and tax minimization, Sheldon and The SWP Group offer clients access to a global network of specialists and in-house managed investment portfolios. The group’s collective expertise spans over 60 years, emphasizing integrity and thoughtful leadership to support clients’ long-term financial objectives. Sheldon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Trinity College as well as a High School Diploma from Kimball Union Academy. Outside of his professional role, Sheldon participates actively in community organizations including Kimball Union Academy, Opera North, The Howe Library, and Willing Hands. He also pursues a range of personal interests such as adventure sports, biking, hiking, skiing, ice hockey, music, swimming, tennis, and spending time with his family. Fluent in English and Chinese, Sheldon continues to prioritize building strong client relationships through personalized service and community engagement.

Lucy Wagner is a Financial Advisor with Merrill Lynch Wealth Management and a member of the SWP Group, a team with 75 years of combined industry experience. She supports families and business owners by delivering a disciplined approach to investing, transparent fees, and proactive communication to help clients reach their financial goals. Lucy began her career at Merrill Lynch Wealth Management as an intern before joining the firm full-time in 2007. She has held roles including Registered Client Associate and positions within the Practice Management Consulting Group and Advisor Strategy & Development, where she contributed to initiatives such as the Optimal Practice Model strategy, campus recruitment, diversity efforts, and coaching the next generation of advisors. Her expertise encompasses family wealth management strategies, personal retirement planning, portfolio management services, and working with women and wealth. Lucy holds a Bachelor's Degree from Wagner College and has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with professional organizations including Thetford Academy and the Upper Valley Business Alliance, and participates in community initiatives such as New York Cares, New York Says Thank You, Room to Grow, The Bowery Mission, and Thetford Academy. Lucy lives in New Hampshire where she enjoys hiking, bicycling, and engaging with her local community.

Joseph Palatucci is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Merrill Lynch since 1997, concurrently associated with Bank of America since 2009. Outside of his advisory role, he is the sole owner of a rental property business in Windsor, Vermont. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individual, high-net-worth, pension, corporate, and charitable clients. The firm offers model-based and discretionary investment strategies overseen by internal and third-party managers and emphasizes varied portfolio implementation aligned with client tax sensitivity and investment restrictions.

Bernadette Longfield is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has worked at Bank of America, Merrill, and Wells Fargo firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a variety of individual and institutional clients.

Maria Gilderdale is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Longfield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2017 after a 17-year career focusing on institutional investing. Throughout his career, Ryan has lived and worked in New York, Tokyo, and London, where he developed and managed ETF, Equity Portfolio Trading, and Asset Management businesses on Wall Street. Ryan graduated from Brown University in 2000 with a degree in Economics. He holds the Chartered Financial Analyst (CFA) designation as well as the Personal Investment Advisor (PIA) credential. His expertise covers family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management services, and values-based investing including ESG considerations. Ryan lives in Woodstock, Vermont with his wife Allison and their four children. Outside of his professional work, he is involved in the community through coaching youth ice hockey, a sport he is passionate about both as a player and mentor. He also enjoys fishing, golfing, and music.

Jaden Witte Schrock is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2024. Prior to joining Merrill, Schrock held various roles including positions at Bates College in politics and community partnerships, as well as experience working with the United States Senate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brandon Riendeau is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2016. Outside of his advisory role, he manages two small business ventures, including an online retail project featuring handcrafted items and a vending machine business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Connor Regan is a Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial advisory field since 2016 and joined Merrill Lynch in 2020. Connor specializes in retirement planning and works with a diverse range of clients, including individuals, families, business owners, and physicians, reflecting his close ties to the healthcare industry. He also focuses on portfolios that align with environmental, social, and governance (ESG) criteria. Connor holds the Chartered Retirement Planning Counselor (CRPC) and Chartered SRI Counselor (CSRIC) designations from the College for Financial Planning. He earned a Bachelor of Arts degree in Economics from Bates College. Prior to his current role, Connor worked in financial planning and investment management at the broker dealer HTK and holds professional licenses in Life, Disability, Long-Term Care, and Annuities. Outside of his professional work, Connor lives in Lebanon, New Hampshire with his partner Becca and their dog Tuck. He was the captain of the NCAA Division I cross-country ski team at Bates College and continues to engage in athletic activities such as running marathons, Nordic skiing, mountain biking, and skiing. His personal interests also include woodworking, surfing, and spending time with family and friends.

Evan Roberts is the Resident Director of the Hanover, NH office for Merrill Lynch Wealth Management, a position he has held since 2024. He joined Merrill Lynch in 2015, following over four years at another leading financial institution. In his current role, Evan supports his peers in growing and maintaining their practices. He specializes in assisting clients with goals-based investment management and comprehensive financial strategies that address complex wealth management needs, including cashflow planning, compensation guidance, managing concentrated stock, preparing for liquidity events, and planning for retirement income and wealth preservation. Evan's experience extends to helping families determine when they have achieved 'work optional' status and advising on sustainable spending strategies to prevent running out of funds in retirement. He also focuses on designing strategies for preserving wealth and transferring it to future generations, especially in the Upper Valley area. Evan holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He grew up on a dairy farm in Cornwall, Vermont, and graduated from Kimball Union Academy in Meriden, NH. Evan earned a bachelor's degree in Finance with double minors in Marketing and Environmental Science from Bryant University. Outside of work, he enjoys hiking, golf, tennis, lacrosse, ice hockey, and skiing. Evan serves as a guest lecturer for OSHER at Dartmouth and volunteers with the Ausbon Sargent Land Preservation Trust in New London, NH, where he lives with his wife, Sarah, and their two daughters.

Kimberly House is a financial advisor with Merrill in Hanover, NH, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she serves as a board member for the Nature Walk Condo Association in Lebanon, New Hampshire. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Timothy Draper is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Roberts, Minichiello & Associates Team. He serves individuals and families with complex financial lives who have outgrown traditional advisory models. Timothy's expertise includes areas such as college education planning, corporate benefits, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with high net worth individuals and families, business owners, corporate executives, partners, physicians, and practice owners, managing approximately 1.8 billion in client assets across 40 states. His approach emphasizes integrated planning, direct client access, proactive guidance, and trust through regularly reviewed strategies. Timothy coordinates complex financial matters including deferred compensation, equity events, partnership income, and multigenerational wealth planning, collaborating with clients' CPAs and attorneys. Timothy holds a Bachelor's degree from Plymouth State University and has studied at Lake Forest College. He carries the Personal Investment Advisor (PIA) designation. Outside of his professional activities, he is involved in community organizations such as Granite United Way, Hanover Chamber of Commerce, Hanover Hockey Association, Project Search, Rotary International, and Youth In Action. He grew up in the Upper Valley and maintains a connection to that community. His personal interests include baseball, golfing, hiking, ice hockey, and spending time with his family.