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.

John Vaillancourt is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Voya Financial Advisors, Inc. He maintains a business called Vaillancourt Financial Services. 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 and access to third-party asset management programs.

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.

John Beaudet is a financial advisor with MassMutual Investors Services. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Vacasa, Silent Falcon UAS Technologies, and Babson College. 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 structured, collaborative financial planning engagements supported by firm-approved analytical tools.

Lauri Lacourse is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2004. 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.

Nicholas Dolle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles in the automotive and telecommunications sectors, as well as service in the U.S. Army Reserve and National Guard. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by third parties and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Paul Dattoli is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2026, he served in the U.S. Navy from 2016 to 2023 and currently serves in the U.S. Navy Reserves. He has also held academic positions at the University of New Hampshire and Arizona State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model‑based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Michael Lindquist is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family rental property in Eastham, Massachusetts. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph O’Keefe is a financial advisor with Raymond James & Associates in Bedford, NH, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Merrill, and Advest, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Eric Nelson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Fidelity Investments Institutional Operations Company and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Norman Long is a financial advisor with Ameriprise in Nashua, NH, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement recommendations, emphasizing assets held in Ameriprise-managed accounts.

Allison Moreira is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked across various Fidelity entities since 2010, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, formal advisory roles with multiple registered investment companies, and integration of AI and algorithmic tools in its investment process.

Stanley Greene is a Series 66-licensed financial advisor with Edward Jones in Milford, NH, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

David Brochu is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and distinguishes itself with a tiered wrap fee structure and active model curation.

Laura Nelson is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she serves as successor trustee for the Heintzelman Family Trust and holds power of attorney responsibilities for family members. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and institutional accounts.

Joseph Hubbell is a financial advisor with Wells Fargo Clearing who holds Series 63, 65, and 66 designations and has 42 years of industry experience. His prior roles include positions at Raymond James & Associates, Snowden Lane Partners, Merrill, J.P. Morgan Securities, and UBS Financial Services. Outside of his advisory work, he serves as an arbitrator for FINRA and as Harbor Master and Harbor Control Commission member for the Incorporated Village of Harbor in Lloyd Harbor, New York. 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 and utilizes research-driven investment approaches based on diversification principles and modern portfolio theory.

Gregory Timbas is a financial advisor with Edward Jones in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with W. S. Griffith & Co., Inc. since 1995. Outside of his advisory role, he serves as treasurer for the Sudden Pitch Tennis Club in Manchester, assisting with budget preparation and financial oversight. 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 supported by a large network of financial advisors and branch offices nationwide.

Tyler Brown is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with Northwestern Mutual and has experience in outside insurance sales, including life, disability, and long-term care insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, technology-driven planning approaches and offers specialized services such as divorce and employer-sponsored planning programs.