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 Series 66 credentials and one year of industry experience. Her prior work includes over a decade at John Hancock, followed by roles at Optum and a brief period of unemployment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Frank Depeters is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Metropolitan Life Insurance Co, Ohio National Financial Services, and several other financial firms. He is also the owner of Comprehensive Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program options.

Mc Keea Fields is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, Fields worked at firms including Morgan Stanley, Merrill, and Service Credit Union. Fields also serves as a notary as a side business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

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.

William Ducharme is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Munters, Southern District YMCA, and Chipotle Mexican Grill, among others. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.

Scott Earwood is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in financial advising, all of which have been with Edward Jones since 2013. He is based in Stratham, NH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

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 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Unified Parking Partners and Melrose Wakefield Hospital. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of fund and model portfolio products.

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® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

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.