Donna Boulay is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. Outside of her advisory role, she serves as a trustee for a trust based in Newport, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer delivering financial advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Conaton is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at McAdam Financial and Cedars Mediterranean Foods, as well as positions in education and retail. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Matthew Sasso is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Fidelity and its affiliated entities since 2014, with a prior year at Citizens Securities, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprised of mutual funds, ETFs, and ETPs, and maintains roles as a commodity pool operator and advisor to multiple registered investment companies.

Meghan Timbas is a financial advisor at Edward Jones in Manchester, NH, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones Investment and self-employment. Outside of advising, she has experience managing social media for a nonprofit and has worked in accounting and tourism-related positions. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a range of advisory programs and affiliated investment products.

John Davidson is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2023. Prior to that, he spent eight years at Ameriprise and concurrently operates in leadership roles within accounting firms, serving as president and CEO of Davidson & Sons, Inc. and Davidson & Stone, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, supporting implementation through its advisory programs and other providers.

Gail Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent eight years at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Jason Belyea is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and Citizens Securities. He is also involved in fixed and life insurance through the Bank of New Hampshire and JBC Companies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Edward Marsi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2012 and serves as a family wealth advisor who works with clients and their families to achieve financial goals, solve complex financial problems, and make informed decisions with their wealth. His expertise includes family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Ed focuses on a comprehensive approach to managing wealth by addressing the key variables surrounding investments, including the relationship between income and expenses, tax efficiency, drawdown planning, and estate planning services. Edward holds a High School Diploma from Lynn Vocational Technical Institute and has earned several professional designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, basketball, boxing, camping, cooking, fishing, football, music, watching movies, and spending time with his family.

Kurt Stieper is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a successor co-trustee for an estate in Sun City Center, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies to support client goals.

Andrew Githmark is a financial advisor at Morgan Stanley in Manchester, NH, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Steward Partners Investment Solutions, Raymond James Financial Services, and other related firms. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Lauri Lacourse is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2004. 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, pension plans, corporations, and charitable organizations.

Paul Dattoli is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2026, he served in the U.S. Navy from 2016 to 2023 and currently serves in the U.S. Navy Reserves. He has also held academic positions at the University of New Hampshire and Arizona State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model‑based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachael Cronin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Fidelity Investments, RBC Capital Markets, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both non-discretionary and discretionary options tailored to plan objectives and demographics.

Jared Manning is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Fidelity Investments and has a varied background including roles in both financial services and other industries. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of platforms and proprietary model strategies and operates through a large network of financial professionals managing a multi-billion dollar asset base.

Michael Lindquist is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property in Eastham, Massachusetts. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Nelson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Fidelity Investments Institutional Operations Company and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Allison Moreira is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked across various Fidelity entities since 2010, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, formal advisory roles with multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

Christopher Gelinas is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple entities, including Globe Wealth Management and Cetera Advisors LLC. Outside of advising, he serves as a research assistant at Globe Wealth Management, supporting representatives in delivering financial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a broad range of investment options and custodial relationships.

Matthew Lessard is a financial advisor at RBC Capital Markets with 37 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and UBS Financial Services. He holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Laura Nelson is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she serves as successor trustee for the Heintzelman Family Trust and holds power of attorney responsibilities for family members. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutional accounts.