Ryan Le Brun is a financial advisor at Merrill with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Fidelity Investments and Bank of America. His background includes roles outside finance in retail and alternative therapies. 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.

Simon Keeling is a CFP® with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 14 years at Edward Jones before joining Raymond James in 2023. Keeling is also the owner of Keeling Wealth, LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools including deterministic and probability modeling to support client goals.

Robert Dunlap is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. Dunlap serves as a board member of Massasecum Timber Corporation, a timber production company based in New Hampshire. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to support its advisory services.

Steven Schehl is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America, N.A. and Merrill, with tenure spanning from 2009 to 2023 across those firms. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Frederick Kline is a financial advisor with UBS Financial Services in Manchester, NH, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2024, he worked at Merrill and Fidelity Investments. His background includes roles outside finance, such as positions at Skydive New England and several hospitality and real estate businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor client plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial solutions.

Brent Kiley is a financial advisor with Ameriprise Financial Services, holding CFP® and ChFC® designations and over 26 years of industry experience. He has worked at Ameriprise since 2005 and is currently associated with Rise Private Wealth Management. Outside of advising, he serves on the board of the Mental Health Center of Greater Manchester as Chair of the Finance Committee and is involved with the Manchester Country Club Finance Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Khadijah Cisse is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017. Outside of finance, she is a self-employed part-time midwife. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by custodial services from Pershing.

Ryan Clark is a financial advisor at Ameriprise in Manchester, NH, holding a Series 66 designation with seven years of industry experience. He has worked at Ameriprise since 2018 following eight years at RMC Wholesale, LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written recommendations delivered by a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kurt Patten is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and models, while generally acting in an advisory capacity for clients’ financial plans.

Julie Hagala is a financial advisor with Primerica Advisors, holding the Series 63 and Series 65 licenses and having five years of industry experience. Her career includes roles at Primerica Financial Services and PFS Investments Inc., as well as experience in office management and notary public duties unrelated to investment advisory. She also participates in the sale of loan products and home-related service referrals through affiliated companies. Primerica Advisors is a firm that sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable entities. The firm uses model-based investment strategies managed by unaffiliated asset managers and offers discretionary account options supported by BNY Mellon Advisors and Pershing.

Lawrence Depaulis is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, he is involved with searchable.ai, providing financial advice related to short-term cash management accounts. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, combining IPS-driven investment processes with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Julia Makris is a financial advisor at UBS Financial Services in Concord, NH, holding a Series 66 designation with three years of industry experience. She has been with UBS since 2018 and has prior work experience at the University of Connecticut and Concord Country Club. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research from its Chief Investment Office and UBS Global Research to tailor investment strategies.

Stacey Girard is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. She previously worked at Fidelity Brokerage Services for over two decades and spent a year with The Colony Group before joining Morgan Stanley in 2023. 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 analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Debra Swanson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Rise Private Wealth Management, Cambridge Investment Research Advisors, LPL Financial, and Parsons Financial Associates. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Jo Anne Dexter is a Financial Advisor with Merrill Lynch Wealth Management. She works directly with clients to define their financial goals and develop personalized portfolio strategies designed to help achieve them. Jo Anne provides ongoing advice and adjusts financial plans as clients' situations evolve. Her expertise encompasses education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and tax minimization. Jo Anne holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jo Anne earned a Bachelor's Degree from Southern New Hampshire University. Outside of her professional role, she enjoys gardening, singing, and spending time with her family. She is involved in community activities with Founders Academy and Weston Elementary.

Natalie Norton is a financial advisor at Merrill with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Merrill since 2016. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Denise Petrin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over 30 years of experience in banking and wealth management, having transitioned to Merrill from Wells Fargo in 2020. Denise focuses on providing comprehensive financial strategies tailored to each stage of her clients' lives, assisting a diverse client base that includes small businesses, women, military veterans, members of the LGBTQ+ community, and retirees. Her approach emphasizes understanding each client's unique circumstances, experiences, and goals to develop investment management strategies that support their long-term financial objectives. Denise works collaboratively with clients' tax advisors, estate planning attorneys, and other specialists to review and verify asset titling and estate plans. She holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Denise also completed a non-accredited certificate program from Southern New Hampshire University. A native of New Hampshire, Denise is actively involved in her community, participating in organizations such as the American Legion Auxiliary, Food For Children, Less Legg More Heart (Board Member), One Church, and Veterans Count. Outside of her professional and community work, she enjoys outdoor activities including biking, camping, hiking, and spending time with her five granddaughters.

Owen Mcgarrahan III is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Pieter Hollenberg is a financial advisor with RBC Capital Markets in Concord, NH, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the Regional Advisory Board of the New Hampshire Charitable Foundation and holds a position on the Board of Directors for the Rotary Club of Concord as well as the Capitol Center for the Arts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management through a combination of in-house and third-party resources.

Emily Hoffman is a financial advisor at RBC Capital Markets in Concord, NH, holding a Series 66 designation. She joined RBC Capital Markets in 2024 and has prior experience in the healthcare and education sectors, including roles at Concord Family Vision, PLLC, Visionworks, and the University of Massachusetts Amherst. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, financial planning, and custody services. The firm offers a range of advisory programs and utilizes both in-house and third-party investment managers to implement discretionary and non-discretionary portfolios.