Daniel Hartford is a Series 66-registered financial advisor with Morgan Stanley in Manchester, NH, bringing six years of industry experience. He previously worked at Wellington Management Company for six years before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and investment research.

Christopher Pacheco is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior work includes a decade at Fidelity Brokerage Services LLC and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from both internal and third-party sources.

Donna Boulay is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She also serves as a trustee for a trust based in Newport, RI. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Samantha Rivet is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and one year of industry experience. She previously worked at Rise Private Wealth Management and has a background that includes roles outside finance, such as positions at Victoria's Secret and involvement with Elite Hockey Camp. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

William Conaton is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and previously worked at McAdam Financial and Cedars Mediterranean Foods. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Normandin Jr. is a financial advisor with Ameriprise in Concord, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and Flatiron Financial Group. He has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nancy Sullivan is a financial advisor with Mass Mutual Investors Services in Manchester, NH, holding a Series 63 designation and 35 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years and has been with MassMutual Life Insurance Company since 2016. She is also a notary for the state of New Hampshire and works as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented strategies.

Brittany DeLaHaye is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. She has held various roles at Fidelity Investments since 2010, including Relationship Manager, Financial Representative, Regional Supervisory Analyst, and Senior Financial Specialist. Prior to joining Fidelity, she worked as a Customer Service Representative at Lincoln Financial Group from 2008 to 2010. In her current role, Brittany partners with individuals and their families to understand their unique benefits plans and financial needs. She provides tools and knowledge to help clients make informed financial decisions and supports them through changes in their circumstances, fostering long-lasting relationships. Outside of her professional work, Brittany enjoys family activities, hiking, outdoor adventures, painting, reading, and running.

Meghan Timbas is a financial advisor at Edward Jones in Manchester, NH, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Edward Jones Investment and self-employment. Outside of advising, she has experience managing social media for a nonprofit and has worked in accounting and tourism-related positions. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals and institutions, with a range of advisory programs and affiliated investment products.

John Davidson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise. Outside of his advisory role, Davidson serves as president and CEO of Davidson & Sons, Inc. and Davidson & Stone, PLLC, both accounting and CPA firms. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by asset allocation analysis and firm research.

Gail Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kendra Kearney is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2013, currently associated with Rise Private Wealth Management. Kearney is a 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. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with tax-aware strategies and ongoing annual advice.

Jason Belyea is a financial advisor with Cetera in Concord, NH, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, Citizens Securities, and NH Trust. He also engages in fixed and life insurance activities through the Bank of New Hampshire and JBC Companies. Cetera Investment Advisers LLC serves individual and institutional clients across the U.S. through a large network of independent advisors, offering a range of portfolio management, financial planning, and retirement services delivered via multiple program platforms and third-party managers.

Kyle Slupecki is a financial advisor with Charles Schwab and Co., Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior experience includes 13 years at TD Ameritrade, followed by his current role at Charles Schwab since 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and utilizes multi-asset model portfolios supported by centralized custody and operational infrastructure.

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.

Michelle Provencher is a financial advisor with Ameriprise in Hudson, NH, holding a Series 66 designation and three years of industry experience. She previously worked at Baystate Financial from 2015 to 2019. Outside of Ameriprise, she manages an advisory business through ASK Private Wealth Management LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Vaillancourt is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Voya Financial Advisors, Inc. from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

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.

Lauri Lacourse is a financial advisor at Merrill with 16 years of industry experience and has been with Merrill for 22 years. She holds Series 63 and Series 65 licenses. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.