Daniel Ringelstein is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in partnership with The Doyle Group based in Manchester, New Hampshire. He provides high net worth clients with tailored financial strategies, investment management services, and comprehensive wealth forecast planning to support their long-term goals. Daniel earned his Bachelor's Degree in Economics from Vassar College in 2000. He began his finance career as a Cash and Equity Trader in Manhattan until 2007, followed by a role as Portfolio Manager and Partner at ECM, a Norwegian-based hedge fund company. In 2011, he co-founded Winnipesaukee Capital LLC, focusing on managing private equity and real estate investments in Northern New England. Since transitioning to wealth management in 2013, Daniel has worked at Merrill Lynch and Morgan Stanley, building upon his extensive investment experience. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Daniel enjoys hiking, boating, and swimming in the Lakes Region of New Hampshire and Norway with his wife and two sons. He is also an automotive enthusiast and collector.

Peter Motsis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Derry, NH. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with advisory support from a centralized consulting team.

Amy Bright is a financial advisor with Merrill in Manchester, NH, holding a Series 66 designation and 15 years of industry experience. She has been with Merrill and Bank of America since 2013. Outside of her advisory role, she is the sole owner of a rental property business based in Savannah, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware investment options.

Jason Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes positions at the Department of Homeland Security and the U.S. Postal Service. Outside of his advisory role, he participates in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Tiffany Snow is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Scott Dion is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory work, Scott serves as Vice President of Micromounters of New England, where he helps run meetings and manage club affairs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning and recommendations using proprietary research and third-party data.

Brian Mc Laughlin is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Southern New Hampshire University, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Paul Jobin is a CFP® with 25 years of experience in the financial services industry, currently associated with MassMutual Investors Services. He has worked at MML Investors Services and MassMutual Life Insurance Company since 2011 and has prior experience with Colonial Life starting in 2009. Outside of his advisory role, he also works as an independent cycling coach, designing training plans for cyclists. MassMutual 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, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements and a range of investment and educational programs.

Paul Hesse is a financial advisor with Merrill in Manchester, NH, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Morgan Stanley, and Ameriprise. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Simard is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He joined the firm in 2025 and previously worked at Liguori Accounting and various nonprofit and public sector organizations. Outside of advising, he serves as Treasurer for the Exeter Area Chamber of Commerce, where he assists with financial oversight and staff education. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Nathaniel Buiel is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. He previously worked at Ameriprise and has been associated with Davidson & Stone, PLLC, and Davidson & Sons, where he provides tax preparation and financial advisory services. He is also a partner in a commercial real estate venture that houses his accounting and advisory practices. 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, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

James Bee is a Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). James earned his Bachelor's Degree from the College of the Holy Cross.

Jamin Purtell is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cadaret Grant & Co., Inc., Lincoln Financial Advisors Corporation, and Signator Investors Inc. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Lauren Wright is a financial advisor with UBS Financial Services in Concord, NH, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved in managing a special needs trust and serves as a trustee and guardian, overseeing professional fund management and court reporting. She also teaches English as a Second Language to adult learners and works as a server at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation with institutional trading capabilities and wealth management offerings.

Nicholas Hathaway is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2022 and has prior experience with Twin City Financial Group and various community and recreational organizations. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Parsons is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2021. Prior to that, he held positions at LPL Financial, Invest Financial Corporation, and several other firms. Outside of advisory work, he is an independent insurance agent and also serves as a notary. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies while supporting both discretionary and non-discretionary management.

Jodi Steverman is a financial advisor with Ameriprise in Allenstown, NH, holding a Series 66 designation and beginning her advisory career in 2022. Prior to joining Ameriprise, she worked in education at Westwood Public Schools and in healthcare at Phillips Healthcare. Outside of her advisory role, she is involved in tax preparation services through Velocity Tax Planning. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation to support its retirement-income consulting process.

Kate Field is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2015. Outside of her advisory role, she is employed at TJ Maxx and Speedway Motorsports in positions unrelated to finance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Cassandra Sweatt is a financial advisor with Primerica Advisors in Concord, NH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Donald Sommese is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he serves on the President’s Circle Steering Committee at Rivier College, assisting with events for local business leaders. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.