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.

Lan-Vi Dao is Vice President, Financial Consultant at Fidelity Investments, where she serves as a trusted strategic partner to clients on the Seacoast. In this role, she leads a local wealth management team focused on helping clients align their financial goals with actionable investment strategies through personalized guidance and strategic insight. Lan-Vi has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments since 2011, including Financial Consultant and Investment Consultant positions. Prior to that, she worked at Scottrade and TD Wealth Management Inc., as well as serving as a teller at Citizens Bank and TD Bank. Outside of her professional responsibilities, Lan-Vi enjoys camping, cooking and baking, spending time at the lake, caring for pets, reading, and traveling.

John Sargent is a financial advisor with Equitable Advisors in Portsmouth, NH. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, his work experience includes roles in retail and community organizations. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party solutions delivered through its network of Investment Adviser Representatives.

Curtis Hermann is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 1999 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and employs research-driven strategies based on diversification and modern portfolio theory.

Yvonne Legge is a financial advisor with Morgan Stanley in Portsmouth, NH, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with global market analyses to support its advisory services.

Robin Jarvis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cambridge since 2010, with prior roles at Oppenheimer and Merrill. In addition to his advisory work, Jarvis is an independent insurance agent and also works as a courier service contractor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, third‑party advisers, and proprietary model strategies.

Keith Peyser is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. In his current position, Keith collaborates with clients to develop customized financial plans tailored to their individual goals. Keith grew up in Portsmouth, New Hampshire, and focuses on supporting individuals and families in the Seacoast area. He emphasizes understanding each client's specific situation to help them feel confident with their financial and long-term planning. Outside of his professional work, Keith enjoys activities such as beach outings, boating, golf, hiking, movies, and snowboarding.

Robert Giordano is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for nine years and has owned Rob's Comics, a comic book business, since 2014. 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 variety of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and retirement advice, supported by a network of over 22,800 advisors.

Mary Sycamore is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and CFA® designations and Series 65 and 66 licenses. She has 11 years of industry experience, including prior roles at Morgan Stanley Private Bank and Robertson Stephens Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Stohrer is an Investment Consultant at Fidelity Investments, a position he has held since 2025. In this role, he supports families and individuals in making informed financial decisions that align with their personal goals to promote lasting financial well-being. Gregory's experience at Fidelity Investments includes roles as a Relationship Manager in 2025, Financial Representative from 2024 to 2025, Business Development Consultant in 2024, and Investment Sales Associate from 2022 to 2024. Through these positions, he has developed expertise in investment consulting and client relationship management. Outside of his professional work, Gregory enjoys activities such as fishing, fitness, golf, outdoor adventures, snowboarding, and spending time with his pets.

Shirley Reed is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2015. She has over 25 years of experience in the financial services industry, having held various positions within Fidelity Investments since 2001, including Senior Account Executive, Account Executive, Financial Planning Consultant, Investment Representative, and Financial Representative. Throughout her career, Shirley has worked closely with clients to design and implement financial plans, emphasizing strategic planning, disciplined strategies, and customized approaches. She holds the Certified Financial Planner (CFP©) designation and leverages a team of financial professionals to support client goals. Outside of her professional work, Shirley enjoys biking, gardening, caring for pets, photography, tennis, and volunteering.