Christopher Pacheco is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior work includes a decade at Fidelity Brokerage Services LLC and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from both internal and third-party sources.

Donna Boulay is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She also serves as a trustee for a trust based in Newport, RI. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

William Conaton is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and previously worked at McAdam Financial and Cedars Mediterranean Foods. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Nancy Sullivan is a financial advisor with Mass Mutual Investors Services in Manchester, NH, holding a Series 63 designation and 35 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years and has been with MassMutual Life Insurance Company since 2016. She is also a notary for the state of New Hampshire and works as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented strategies.

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.

Gail Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jason Belyea is a financial advisor with Cetera in Concord, NH, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, Citizens Securities, and NH Trust. He also engages in fixed and life insurance activities through the Bank of New Hampshire and JBC Companies. Cetera Investment Advisers LLC serves individual and institutional clients across the U.S. through a large network of independent advisors, offering a range of portfolio management, financial planning, and retirement services delivered via multiple program platforms and third-party managers.

Kyle Slupecki is a financial advisor with Charles Schwab and Co., Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior experience includes 13 years at TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

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 at Merrill with 16 years of industry experience and has been with Merrill for 22 years. She holds Series 63 and Series 65 licenses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Paul Dattoli is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has military experience serving in the U.S. Navy and U.S. Navy Reserves from 2016 to the present. His work history also includes roles at Bank of America Private Bank and Merrill since 2025. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries through the Select Portfolio Solutions program. The firm is integrated with Bank of America’s broader platform, enabling access to various products and services beyond typical managed account offerings.

John Garon is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked for thirteen years at Market Basket. Outside of his advisory role, he coaches volleyball at 603 United Volleyball Club, a non-profit organization for young women competing at large tournaments with collegiate aspirations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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 one year of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Cambridge, he worked at Fidelity Investments and held various roles across multiple firms. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody arrangements.

Michael Lindquist is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Merrill and Bank of America since 2009. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Joseph Okeefe is a financial advisor with Ameriprise in Seabrook, NH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-supported recommendations, primarily for clients with assets held in Ameriprise Managed Accounts.

Lukas Cochran is a financial advisor at Mass Mutual Investors Services with Series 66, 63, and 65 licenses and two years of industry experience. His prior experience includes roles at Franklin Savings Bank, Citizens Bank, Northway Bank, and other financial institutions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations for clients.

Rick Creteau is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has been associated with Cetera and related entities since 2021. In addition to his advisory role, he has worked as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.