Curtis Barnes is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing collaborative planning processes and firm-approved analytical tools.

Michael Shearin is a CFP® professional with Morgan Stanley in Manchester, NH, holding securities licenses Series 63 and Series 65. He has 33 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney dating back to 2009. Outside of his advisory work, he is involved as a lender in an unrelated business activity based in Westminster, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Thomas Slattery is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and Corporate Financial Planning agreements.

Joshua Wright is a financial advisor with RBC Capital Markets in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and three years at Prudential Equity Group. He serves on the board of directors for the Manchester Development Corporation, focusing on economic growth planning in Manchester. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Amy Bright is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill and Bank of America since 2013. Outside of her advisory role, she is the sole owner of a rental property business based in Savannah, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware investment options.

Jason Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes positions at the Department of Homeland Security and the U.S. Postal Service. Outside of his advisory role, he participates in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Brian Mc Laughlin is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Southern New Hampshire University, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Paul Jobin is a CFP® with 25 years of experience in the financial services industry, currently associated with MassMutual Investors Services. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2011 and has prior experience with Colonial Life starting in 2009. Outside of his advisory role, he also works as an independent cycling coach, designing training plans for cyclists. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements and a range of investment and educational programs.

Paul Hesse is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Morgan Stanley, and Ameriprise. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Simard is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He joined the firm in 2025 and previously worked at Liguori Accounting and various nonprofit and public sector organizations. Outside of advising, he serves as Treasurer for the Exeter Area Chamber of Commerce, where he assists with financial oversight and staff education. 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, annual financial planning relationships using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

James Bee is a Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). James earned his Bachelor's Degree from the College of the Holy Cross.

Jamin Purtell is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cadaret Grant & Co., Inc., Lincoln Financial Advisors Corporation, and Signator Investors Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Nicholas Hathaway is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2022 and has prior experience with Twin City Financial Group and various community and recreational organizations. 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.

Cassandra Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Donald Sommese is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he serves on the President’s Circle Steering Committee at Rivier College, assisting with events for local business leaders. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

David Kiley is a financial advisor with LPL Financial in Bedford, NH, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2008 and is a partner at Olbricht Kiley Group, LLC, a CPA firm providing accounting, tax advice, and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, and institutional platforms.

Brendan Furtek is a financial advisor with Cetera in Concord, NH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at the Bank of New Hampshire and Morrison Nursing Home. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with more than 10,000 advisors managing over $256 billion in assets.

Raymond Halpin is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2004, including 11 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is the owner and president of The Halpin Company, which manages bookkeeping, tax filing, and related business operations. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Nora Dube is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Merrill for seven years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach includes model-based asset allocations and proprietary research tailored to clients’ goals and risk tolerances.

Heather Bertel is a financial advisor with Morgan Stanley in Manchester, NH. She holds a Series 66 license and has three years of industry experience, including prior roles at Fidelity Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.