Ian Macdermott is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over 30 years of experience working with successful families, business owners, non-profits, endowments, and Taft Hartley plans to help preserve and grow wealth aligned with their unique goals. Ian's expertise includes family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible investing, tax minimization, and retirement income planning. Prior to his current role, Ian worked at Morgan Stanley for seven years and at Merrill for eleven years. He began his career at Prudential Securities in 1992. Ian holds a Bachelor's degree from the University of New Hampshire. He has earned several professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A native of New Hampshire residing in Bedford with his wife and two children, Ian has been actively involved in his community. He has served as past president of Farnum Center, a board member for twenty years, past president of Manchester Country Club, and past chairman of Share Our Strength's Taste of the Nation event in Manchester, NH. Additionally, he has chaired the investment committee for the Daniel Webster Council of the Boy Scouts. Ian's personal interests include playing golf, skiing, and biking.

Katrina Quispe is a financial advisor with Ameriprise, holding Series 63 and Series 65 registrations and four years of industry experience. Her prior roles include positions at Fidelity Investments and Edward Jones Investments. Outside of her advisory work, she occasionally serves as a substitute cantor at Ste. Marie Parish, including singing for Sunday masses and weddings. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to create customized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Susan Natsios is a financial advisor at RBC Capital Markets with 32 years of industry experience. She has held her current position since 2010. Her credentials include Series 63 and Series 66 registrations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by comprehensive portfolio management and financial planning services.

Troy Mottard is a financial advisor with Merrill in Manchester, NH, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Bank of America, N.A. and owned a landscaping business, M Outdoor Works, which he operates outside of securities trading hours. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Dawn Cillo is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held positions at PaineWebber Inc. for 21 years and Granite VNA for one year before joining Morgan Stanley Smith Barney LLC in 2022. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Melissa Nordaby is a financial advisor with Cambridge Investment Research Advisors based in Bedford, NH. She holds Series 63 and Series 65 designations and has 26 years of industry experience, including 20 years with Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Kimberly Snow Lawlor is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2019 to 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with options for portfolio customization and alternative investments.

Alexander Fernandez Rana is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with various Fidelity entities since 2007 and currently serves as a director on the board of Quayside Yacht Club, a private yacht club in New Hampshire. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across multiple asset classes.

Joseph Paredez is a financial advisor with Edward Jones in Hooksett, NH, holding CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience. He worked at infinex Investments, Inc. from 2014 to 2017 and has been with Edward Jones since 2017. Outside of his financial career, he was involved with Uno's from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Dennis Daggett is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long-term roles at Primerica Advisors and Primerica Financial Services, as well as 15 years with the State of New Hampshire Administrative Office of the Courts. Outside of finance, he owns and operates Dennis Daggett Photography. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and uses third-party asset managers monitored through an independent due-diligence process.

David Salzberg is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, businesses, and non-profit organizations define and achieve their financial goals. He joined Merrill Lynch in 2011 and draws on over 25 years of senior management experience in the software development industry, including roles in international business development and product strategy at both large public companies and start-ups. This background supports his ability to develop sophisticated wealth management strategies for his clients. David’s expertise encompasses a comprehensive approach to financial planning that integrates investment management, tax planning, insurance, risk assessment, family dynamics, retirement planning, and estate considerations. His client focus areas include college education planning, divorce transition planning, legacy planning, socially responsible and values-based investing, and managing new wealth. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the State University of New York System. In addition to his professional career, David is involved in community service and the arts. He serves on the Concord Hospital Trust Board and its Planned Giving & Major Gifts Committee, volunteers as a Meal Coordinator at the Friendly Kitchen in Concord, NH, and has participated in various arts organizations and museum boards. His personal interests include baseball, cooking, gardening, music, painting, reading, and traveling.

Daniel Michelon is a financial advisor at OSAIC with 22 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Sagepoint Financial, Capital Financial Services, and Crown Capital Advisors, where he remains president and co-owner of an insurance product wholesale operation. Michelon is involved in the creation of marketing materials and agent recruitment for Crown Capital Advisors. OSAIC serves a diverse client base, including individual and institutional investors, offering a range of integrated brokerage and advisory services. The firm employs asset-allocation tools, risk assessment, and automated portfolio management to construct diversified investment portfolios.

Jill Loveren is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Robert Hermann is a CFP® professional with 24 years of industry experience, currently serving at Raymond James Financial in Bedford, NH. His background includes over two decades with Fidelity Brokerage Services and roles at Strategic Advisers, LLC. In addition to his advisory work, he is associated with Paquette and Shaw Financial Services LLC, where he provides financial planning and investment assistance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, supporting clients through its advisory programs and affiliations.

Kristina Mairead Vailas is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and previously worked at Merrill for four years. Outside of financial services, she had a brief role with Houlagan Lacrosse LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets services.

Rodney Weaver Jr. is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and Strategic Advisors Inc. Outside of advising, he is a licensed attorney managing his own law office and serves as a pro-bono attorney for the New Hampshire Bar Association. He also lectures on CFP courses at Suffolk University Center for Executive Education. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

David Greco is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. He is dedicated to helping clients maximize their relationships with Fidelity by utilizing the available tools and resources to build financial plans aligned with their goals and aspirations. David has accumulated extensive experience within Fidelity Investments, serving in various capacities since 2010. His prior positions include Scrum Master from 2021 to 2024, Guidance Support Specialist from 2015 to 2021, Workplace Planning and Guidance Consultant from 2013 to 2015, and Defined Benefits Representative from 2010 to 2013. Outside of his professional work, David has personal interests that include baseball, cars, family activities, food, football, and skiing.

Michael Yotts is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 15 years of experience in providing comprehensive financial guidance. He works closely with clients to understand their life priorities and collaborates to create personalized wealth management strategies tailored to their goals and aspirations. Michael's approach emphasizes the importance of a full financial picture and the integration of insights from Merrill and banking solutions from Bank of America. As a CERTIFIED FINANCIAL PLANNER® practitioner, Michael specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, retirement planning, tax minimization, socially responsible investing, and small business strategies. He and his team provide services encompassing concentrated stock management, asset and liability management, trust and estate planning, and access to lending services. His professional designations include CFP, CPWA, CSRIC, CTFA, and PIA. Michael holds a Bachelor's Degree from Southern New Hampshire University and a Certificate in Financial Planning from Boston University. He is a member of the Greater Boston Bankers Association and supports community organizations including Better Money Habits, New Hampshire Food Bank, and Southern New Hampshire University. Michael resides in southern New Hampshire with his wife and young son and has interests in baseball, camping, cooking, hiking, music, photography, reading, skiing, and traveling.

Andrea Michelon is a financial advisor at UBS Financial Services with 18 years of experience in the industry. She held a position at Merrill from 2009 to 2023 before joining UBS. Outside of her advisory work, Michelon serves as a consultant for Arbonne, focusing on nutritional products, cosmetics, and lifestyle coaching. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and financial planning solutions.

Benjamen Rafferty is a financial advisor at Raymond James Financial with seven years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Fidelity Brokerage Services LLC and Prime Buchholz & Associates. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through an affiliation with a municipal advisor.