Blair Inslee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Blair provides financial advisory services to clients, assisting them with investment strategies and wealth management. Blair holds the professional designation of Personal Investment Advisor (PIA). Blair earned a Bachelor's Degree from the University of Vermont.

Robert Hoy is a financial advisor with Morgan Stanley in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, he is an officer of Hoy Family, LLC, a real estate-related business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools, providing advisory services without individual security recommendations in standalone plans.

Irina Hultin is a financial advisor at Edward Jones with nine years of industry experience. She has held roles at Edward Jones since 2017 and previously worked at KPF Global and Allied Telesis. Hultin holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Lance Prichard is a financial advisor with Morgan Stanley in Portsmouth, NH, holding CFP®, Series 63, and Series 65 credentials and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and was previously with Citigroup Global Markets from 1994 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Chad Tanguay is a financial advisor with Ameriprise in Dover, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at John Hancock Investment Management for three years and has experience in hospitality and entertainment sectors. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, with an emphasis on assets held in Ameriprise Managed Accounts.

Laura Voigt is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Ameriprise Financial Services. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Dustin Lockard is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and maintains distinctive roles including commodity pool operator registration and advisory responsibilities for multiple registered investment companies.

Timothy Bascom is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Nelson is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has held prior roles at APW Capital, Sunpointe Investments, and Wells Fargo Advisors. Outside of his advisory work, he is a part owner and art dealer at New Hampshire Fine Art LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Kimberly Jones is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Her prior work includes over a decade at John Hancock, followed by roles at Optum and a brief period of unemployment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Mc Keea Fields is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, Fields worked at Service Credit Union, Milestone Financial Planning, Morgan Stanley, Merrill, and St. Mary's Credit Union. Fields is also a notary, performing notary duties occasionally alongside advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party management, and institutional platforms.

Elisabeth Haynes is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at Morgan Stanley since 2014 with a brief period at Lyons National Bank and LPL Financial. Outside of her advisory role, she serves as a trustee/co-trustee for a trust in Portsmouth, New Hampshire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Darin Pope is a CFP® and CFA® with 29 years of industry experience. He is currently with Stifel in Portsmouth, NH, having joined the firm in 2025. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, FSIC, Securities America Inc., and United Atlantic Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Trent Blossom is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Portsmouth, NH. His prior roles include positions at MFS Fund Distributors, Inc. and Cribstone Capital Management, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Timothy Porter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He previously spent over two decades with New York Life and its affiliated entities before joining Mass Mutual Investors Services in 2025. 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 ongoing financial planning, asset management, and educational programs, utilizing firm-approved software and collaborative annual planning processes.

Morgan MacLeod is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, Morgan partners with clients to understand their short- and long-term financial goals and collaborates with them to build customized financial plans tailored to their unique needs. Morgan has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant 2, Workplace Planning Consultant 3, and currently Benefits Planning Consultant. Prior to joining Fidelity, Morgan worked as a Client Advisor at Cambridge Trust from 2019 to 2021. Outside of professional responsibilities, Morgan enjoys spending time at the beach, hiking, reading, traveling, and practicing yoga.

Harrison Creamer is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Unified Parking Partners and Melrose Wakefield Hospital. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios, while also overseeing affiliated and unaffiliated sub-advisers.

Kelly Curley is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Tammy Carignan is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co. L.P. from 2016 to 2017 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies supported by its Global Investment Committee.

Joseph Meo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2000 and joined Merrill Lynch in 2007. In his role, he focuses on creating strategies for high-net-worth individuals, their families, and businesses to help them pursue both short- and long-term financial goals. Joseph is a New England partner of The JEMM Group, an institutional consulting group providing investment consulting services specifically to non-profit institutions. As a qualified Senior Portfolio Advisor, he offers traditional advice and guidance while assisting clients in pursuing their investment objectives through Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds, or portfolios. His areas of expertise include family wealth management, institutional consulting, retirement planning, philanthropic planning, and portfolio management services. He earned a bachelor's degree in business administration with a concentration in finance from the Whittemore School of Business at the University of New Hampshire. Joseph resides in Rye, New Hampshire, and is active in his local community and charitable organizations. His personal interests include fishing, surfing, and tennis.