Diane Hunt is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies and is part of Bank of America’s broader corporate platform, providing access to a wide range of financial products and services.

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 a Series 66 designation. She has prior experience at John Hancock from 2008 to 2021 and Optum from 2021 to 2024. Jones joined Ameriprise in 2024. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elisabeth Haynes is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at Lyons National Bank, LPL Financial, and a period as a homemaker. Elisabeth also serves as a trustee for a trust in Portsmouth, New Hampshire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

Tucker Ford is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Guggenheim Partners and service in the United States Navy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

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.

Rob Andreasse is a Financial Consultant at Fidelity Investments. He collaborates with individuals and families from various financial backgrounds to co-create personalized financial plans that clients feel comfortable and confident in. Rob has been with Fidelity Investments since 2021, holding roles including High Net Worth Associate, Financial Representative, Investment Consultant, and currently Financial Consultant. His experience spans multiple facets of financial advisory within the firm. Outside of his professional responsibilities, Rob engages in social activities with friends and participates in recreational interests such as golf, running, and spending time by the lake.

Trent Blossom is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Portsmouth, NH. His prior experience includes roles at MFS Fund Distributors, Inc. and Cribstone Capital Management, LLC. He also spent time with Morgan Stanley Private Bank, N.A. before joining Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers financial planning that incorporates firm-approved tools and modeling techniques.

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.

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 at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes various roles outside the financial industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Curtis Hermann is a CFP®-designated financial advisor with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Portsmouth, NH. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 at Cambridge Investment Research Advisors with 27 years of industry experience. He has been with Cambridge since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he works as an independent insurance agent and also provides courier services as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

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 Series 66-registered financial advisor with Edward Jones in Portsmouth, NH, where he has worked since 2017. He has eight years of industry experience and previously owned Rob's Comics, a comic book business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, a large nationwide advisor and branch network, and a range of investment and advisory solutions.

David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. 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 and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.