Jo Anne Dexter is a Financial Advisor with Merrill Lynch Wealth Management. She works directly with clients to define their financial goals and develop personalized portfolio strategies designed to help achieve them. Jo Anne provides ongoing advice and adjusts financial plans as clients' situations evolve. Her expertise encompasses education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and tax minimization. Jo Anne holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jo Anne earned a Bachelor's Degree from Southern New Hampshire University. Outside of her professional role, she enjoys gardening, singing, and spending time with her family. She is involved in community activities with Founders Academy and Weston Elementary.

Patrick Shea is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He collaborates with clients to enhance their financial wellbeing by optimizing benefits and developing wealth planning strategies tailored to their life goals. Patrick emphasizes understanding his clients' unique situations and needs to co-create and implement comprehensive financial plans. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Solutions Representative, Retirement Representative, Workplace Planning Consultant, and currently Benefits & Planning Consultant. Prior to Fidelity, Patrick worked as a Small Business Account Executive at Chase Paymentech Solutions from 2008 to 2011. Outside of his professional work, Patrick has interests in movies, reading, and writing.

Natalie Norton is a financial advisor at Merrill in Manchester, NH, holding Series 66 and Series 63 licenses with 10 years of industry experience. She has been with Merrill since 2016. 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.

Denise Petrin serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. Her professional focus includes providing investment solutions tailored to small businesses, women, the LGBTQ+ community, military veterans, and retirees. Denise adopts a holistic approach to financial advising, integrating investment and retirement planning, wealth preservation, estate and legacy planning, and coordination with other trusted professionals to create personalized financial strategies. With over 30 years of experience in banking and wealth management, Denise helps clients and their families build, manage, preserve, and transition wealth. She emphasizes creating strategies aligned with clients' life stages, including preparing for and navigating retirement. Denise collaborates closely with clients to understand their goals and develop individualized plans aimed at sustainable income, wealth protection, and legacy preservation. Her community involvements include active roles with veterans organizations such as Veterans Count and the American Legion Women’s Auxiliary. Denise is a native of New Hampshire and holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed a non-accredited certificate program at Southern New Hampshire University. She is a member of multiple professional organizations, including the Concord Chamber of Commerce, Manchester Chamber of Commerce, Hooksett Chamber of Commerce, One Church, and the American Legion Auxiliary. Outside her professional and volunteer commitments, Denise enjoys outdoor activities such as biking, camping, and hiking, and values spending time with her family, including her five granddaughters.

Owen Mcgarrahan III is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Pieter Hollenberg is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Regional Advisory Board of the New Hampshire Charitable Foundation and holds a position on the Board of Directors for the Rotary Club of Concord as well as the Capitol Center for the Arts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management through a combination of in-house and third-party resources.

Emily Hoffman is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Concord Family Vision, PLLC, Visionworks, and the University of Massachusetts Amherst. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers while providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

David Crespo is a financial advisor with Primerica Advisors in Manchester, NH. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. Prior to joining Primerica Advisors in 2022, he worked with Mutual of America Securities LLC and Mutual of America Life Insurance Company. He is also involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

Robert LaRocque is the Director and Executive Services Officer at Fidelity Investments, where he supports senior executives with all matters related to company equity compensation plans. In this role, he focuses on providing a customized experience that emphasizes benefit optimization and comprehensive planning by leveraging Fidelity's resources. He has been with Fidelity Investments since 2005, holding various positions including Executive Services Officer since 2015, Senior Manager in Portfolio Advisory Services from 2014 to 2015, Manager in Stock Plan Services from 2010 to 2014, Senior Stock Plan Specialist from 2006 to 2010, and Stock Plan Services Representative from 2005 to 2006. His expertise includes diversification strategies, comprehensive trading plans, price sensitivity, and option analytics. Outside of his professional responsibilities, Robert enjoys boating, family activities, spending time at the lake, scuba diving, skiing, and traveling.

Sean Doyle is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, he has developed extensive experience over more than 30 years in the financial services industry, providing advice and services focused on wealth management. Sean leads investment initiatives, crafting portfolios tailored to client objectives, cash-flow needs, and risk tolerances. He works closely with high-net-worth clients, including business owners and executives, to address complex financial situations and collaborates with external tax and legal advisors to create integrated strategies involving legacy design, tax-efficient investments, and business structuring. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, retirement income, and philanthropic planning among others. Sean holds a Bachelor of Science degree in Business Management from Bentley College and earned his Master's Degree in Business Administration from Rivier College. He has obtained several professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Sean maintains a commitment to educating clients to preserve and grow their assets while considering comprehensive financial planning elements such as estate planning and tax preparation services. Residing in Londonderry, New Hampshire, Sean lives with his wife Rachael and their three children. Outside of his professional duties, he enjoys outdoor activities including boating, fishing, golfing, hiking, and photography. Sean is involved in his community through participation with St. Jude's Church and volunteering at the St. Jude Food Pantry and Blue Angel Program.

Lara Chulack is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following prior roles at UBS Financial Services and A. G. Edwards & Sons, Inc. Chulack holds an inactive real estate license in New Hampshire. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large team of advisors and utilizes research, analytics, and diversification principles in its investment approach.

Douglas Bohlman is a financial advisor with RBC Capital Markets in Concord, NH, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 2010. Outside of his advisory role, Bohlman serves on the board of directors for the Krempels Center, a facility supporting individuals recovering from brain injuries, and holds leadership positions with the Rotary Club of Concord, NH. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, utilizing a range of in-house and third-party investment resources.

Addison Vigars is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and four years of industry experience. Prior to joining RBC in 2026, he worked at Infinex Investments and First Seacoast Bank, among other financial institutions. He also serves as an Assistant Vice President at First Seacoast Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on client risk profiles and utilizing both in-house and third-party investment managers.

David Malone Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Christopher Benoit is a CFP® professional with 39 years of industry experience, currently serving as an advisor at LPL Financial since 2026. He previously worked at OSAIC for eight years and spent 32 years with Signator Investors, Inc. Benoit is also CEO and Senior Advisor of Capital Advisory Group, LLC, a comprehensive financial planning practice based in Concord, NH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Tibbo is a financial advisor with LPL Financial based in Manchester, NH. He holds a Series 66 designation and has five years of industry experience. In addition to his advisory role, Tibbo serves as a teacher's assistant for the Harvard Division of Continuing Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Lisa Caulton is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, Ms. Caulton is the sole proprietor of a manufacturing business, D.D. Bean & Sons, Co., based in Jaffrey, New Hampshire, and serves as a trustee and co-trustee for trusts in Dublin, New Hampshire. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of retail and institutional investment services.

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

Diane Hunt is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009, previously working at Banc Of America Investment Services, Inc. from 2006 to 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ian Macdermott is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience working with successful families, business owners, non-profits, endowments, and Taft Hartley plans to help preserve and grow wealth aligned with their unique goals. Ian's expertise includes family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible investing, tax minimization, and retirement income planning. Prior to his current role, Ian worked at Morgan Stanley for seven years and at Merrill for eleven years. He began his career at Prudential Securities in 1992. Ian holds a Bachelor's degree from the University of New Hampshire. He has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A native of New Hampshire residing in Bedford with his wife and two children, Ian has been actively involved in his community. He has served as past president of Farnum Center, a board member for twenty years, past president of Manchester Country Club, and past chairman of Share Our Strength's Taste of the Nation event in Manchester, NH. Additionally, he has chaired the investment committee for the Daniel Webster Council of the Boy Scouts. Ian's personal interests include playing golf, skiing, and biking.