Douglas Daigle is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1983. Additionally, he holds a property and casualty license with Liberty Mutual for service work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Jeffrey Space is a financial advisor with Charles Schwab, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He is currently based in Bedford, New Hampshire. Charles Schwab & Co., Inc. provides advisory, brokerage, custody, and cash-sweep services to a large client base, primarily high- and ultra-high-net-worth individuals. The firm offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and affiliated managed accounts.

John Reger II is a CFP® with 26 years of industry experience, currently advising at Ameriprise in Bedford, NH. His prior work includes 12 years at Citizens Securities, Inc. He is co-owner of Rise Tax Strategies, LLC, which provides tax preparation services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors to deliver non-discretionary, tax-aware withdrawal strategies.

Karen O Rourke is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with Ameriprise. She has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC since 2013 and is involved in business ownership through RPWM Partners, LLC. Additionally, she is co-owner of Rise Tax Strategies, LLC, a tax preparation business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Eugene Engholm Jr. is a financial advisor at Charles Schwab with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Fidelity Brokerage Services, TD Ameritrade, and Scottrade. Outside of his advisory role, he works part-time as a driving range associate at a local golf course. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s investment approach includes both non-discretionary and discretionary models, multi-asset portfolios, and access to alternative investments, supported by a centralized and integrated operational structure.

Tiffany Day is a financial advisor at Edward Jones in Concord, NH, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Hendl is a CFP® with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to that, he worked at Alps Fund Services for five years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Hardenbergh IV is a financial advisor with UBS Financial Services in Manchester, NH, holding a Series 66 designation and 22 years of industry experience. He previously worked at Bank of America and Merrill, spanning a combined period from 2003 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jonathan Martin is a CFP®-certified financial advisor at Wells Fargo Advisors with nine years of industry experience. He previously worked at UBS Financial Services for six years and held a position at the University of New Hampshire for three years. Outside of his advisory role, Martin owns and operates Black Star Collectibles & Games LLC, a business involved in buying and selling collectibles. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, providing tailored recommendations through both brokerage and advisory programs.

Lise Lavoie is a financial advisor at Ameriprise with 16 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-smart strategies to provide written recommendation reports. The firm serves a broad client base through a variety of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Shaun Sullivan is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Putnam Investments, Stewart Partners Global Advisory, and Raymond James. Outside of finance, he assists with restaurant operations at Holy Grail Food & Spirits in New Hampshire during his partner’s pregnancy. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Halloran II is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nina Manzi is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in working closely with individuals and families to develop personalized strategies that focus on college education planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, women and wealth, and retirement income. Nina is committed to helping clients build, preserve, and transfer wealth over time by aligning financial strategies with their unique goals and priorities. She holds a Bachelor's Degree in Finance from Merrimack College, where she gained experience managing the business school investment funds. Nina is also designated as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Utilizing the resources and capabilities of Merrill and Bank of America, she offers a comprehensive approach to financial planning that integrates investment strategies, banking needs, and long-term planning within a coordinated framework. Outside of her professional work, Nina engages in boating, golfing, reading, scrapbooking, swimming, traveling, and spending time with her family. Her personal philosophy centers on uncovering what matters to clients and their families to create strategies aimed at pursuing their financial goals.

Mark Borak Jr. is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research Advisors and Aggregate Advisors. Outside of his advisory role, he is also active in insurance sales as an agent and broker, focusing on life, disability, and fixed annuities. Mass Mutual 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, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Angela Rullo Husson is a financial advisor at UBS Financial Services with nine years of industry experience. She holds Series 66 and Series 63 designations. Her career includes roles at UBS Financial Services, GWFS Equities, Inc., and Citizens Securities, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial and capital markets solutions.

John Adie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics to support its investment approach.

Ian Macneill is a financial advisor with Wells Fargo Clearing in Boston, MA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

John Polichetti is a Financial Advisor with Merrill Lynch Wealth Management, based in Manchester, New Hampshire. He works with families, professionals, and business owners to develop personalized financial strategies that address retirement planning, education funding, individual and corporate investment strategies, and legacy planning. His approach is focused on building long-term relationships rooted in trust and transparency. Mr. Polichetti holds both a Bachelor's degree in Business Administration with a concentration in Finance and a Master of Science in Finance from the University of Massachusetts Lowell. During his time at UMass Lowell, he competed as a Division I baseball player. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from southern New Hampshire, John currently resides in Raymond, New Hampshire. His community involvement includes participation with the Adam Keenan Foundation Inc., Boutin-Stone Fund, Inc., Catie's Closet, Inc., and the New Hampshire Food Bank. Outside of work, he enjoys baseball, fishing, golfing, and spending time with his family.

Paul Brewer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing and maintaining relationships with clients, teammates, and community members to support clients through their financial goals and life challenges. Paul's expertise encompasses executive compensation, family wealth management strategies, endowments, foundations and non-profit services, legacy planning, managing new wealth, personal retirement planning, and tax minimization. He and his team prioritize understanding clients' personal priorities to provide tailored advice, service, and transparency. He holds a Bachelor's Degree from Colby College and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Paul is involved in community activities such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church, and enjoys fishing, golfing, hiking, skiing, spending time with his family, and traveling.

William Chapin Jr. is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he holds an ownership interest in a private, member-only fishing club and is involved in local education, serving on school district and foundation boards focused on policy, budgeting, and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor strategies aligned with clients’ goals and risk tolerances. The firm also integrates institutional trading capabilities with wealth management services.