Ryan Longfield is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2017 after a 17-year career focusing on institutional investing. Throughout his career, Ryan has lived and worked in New York, Tokyo, and London, where he developed and managed ETF, Equity Portfolio Trading, and Asset Management businesses on Wall Street. Ryan graduated from Brown University in 2000 with a degree in Economics. He holds the Chartered Financial Analyst (CFA) designation as well as the Personal Investment Advisor (PIA) credential. His expertise covers family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, portfolio management services, and values-based investing including ESG considerations. Ryan lives in Woodstock, Vermont with his wife Allison and their four children. Outside of his professional work, he is involved in the community through coaching youth ice hockey, a sport he is passionate about both as a player and mentor. He also enjoys fishing, golfing, and music.

Robert Johnson Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, having worked with MassMutual Life Insurance Company since 2016 and MML Investors Services, LLC since 2017. Outside of his advisory role, he is also an insurance broker involved in the sale of fixed annuities. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, annual planning engagements.

Jaden Witte Schrock is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2024. Prior to joining Merrill, Schrock held various roles including positions at Bates College in politics and community partnerships, as well as experience working with the United States Senate. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Deborah Littlefield is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 38 years of industry experience. Her career includes long-term roles at Raymond James Financial Services, including Littlefield Wealth Services and Littlefield & Associates. She is also involved with Littlefield & Davidson Wealth Services in a non-compensated representative capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to institutions and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients in implementing recommendations through various advisory programs.

Brandon Riendeau is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2016. Outside of his advisory role, he manages two small business ventures, including an online retail project featuring handcrafted items and a vending machine business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Rizzo is a financial advisor with Edward Jones in White River Junction, VT. He holds a Series 66 designation and has 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Peter Reilly is a financial advisor at Morgan Stanley in Hanover, NH, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Amazon and the Tuck School of Business at Dartmouth, as well as six years of service in the United States Navy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Connor Regan is a Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial advisory field since 2016 and joined Merrill Lynch in 2020. Connor specializes in retirement planning and works with a diverse range of clients including individuals, families, and business owners. He has a particular focus on physician financial planning due to his connections to the healthcare industry. Additionally, Connor is committed to designing portfolios that meet environmental, social, and governance (ESG) criteria. Connor holds the Chartered Retirement Planning Counselor (CRPC) and Chartered SRI Counselor (CSRIC) designations from the College for Financial Planning. He earned a Bachelor of Arts degree in Economics from Bates College. Prior to joining Merrill Lynch, he worked at the broker-dealer HTK, where he specialized in financial planning and investment management. Connor also holds professional licenses in Life, Disability, Long-Term Care, and Annuities. Outside of his professional life, Connor was captain of the NCAA Division 1 cross-country ski team at Bates College. He continues to pursue athletic activities such as running marathons and skiing. Connor enjoys spending time with his family, his fiancée Becca, and their dog Tuck. His personal interests include biking, boating, ice hockey, pickleball, surfing, traveling, and woodworking.

Evan Roberts is the Resident Director of the Hanover, NH office for Merrill Lynch Wealth Management, a position he has held since 2024. He joined Merrill Lynch in 2015, following over four years at another leading financial institution. In his current role, Evan supports his peers in growing and maintaining their practices. He specializes in assisting clients with goals-based investment management and comprehensive financial strategies that address complex wealth management needs, including cashflow planning, compensation guidance, managing concentrated stock, preparing for liquidity events, and planning for retirement income and wealth preservation. Evan's experience extends to helping families determine when they have achieved 'work optional' status and advising on sustainable spending strategies to prevent running out of funds in retirement. He also focuses on designing strategies for preserving wealth and transferring it to future generations, especially in the Upper Valley area. Evan holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He grew up on a dairy farm in Cornwall, Vermont, and graduated from Kimball Union Academy in Meriden, NH. Evan earned a bachelor's degree in Finance with double minors in Marketing and Environmental Science from Bryant University. Outside of work, he enjoys hiking, golf, tennis, lacrosse, ice hockey, and skiing. Evan serves as a guest lecturer for OSHER at Dartmouth and volunteers with the Ausbon Sargent Land Preservation Trust in New London, NH, where he lives with his wife, Sarah, and their two daughters.

Jessica Duncklee is a financial advisor with LPL Financial in Norwich, Vermont, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with LPL Financial since 2012 and has worked at Mascoma Savings Bank since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Paul Redfern Sr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also serves at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Peter Stern is a financial advisor with Morgan Stanley in Hanover, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee for an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Susan Terwilliger is a financial advisor with Cetera and holds a Series 66 designation. She has 13 years of industry experience and has been with Cetera and CETERA Financial Specialists LLC since 2016. Outside of her advisory role, she is president of a networking organization, The Silver Leaf Tavern, and is involved in promoting a New York City bar called 1st Thursday. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party managers.

Kimberly House is a financial advisor with Merrill in Hanover, NH, holding Series 63 and Series 66 licenses and with 22 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she serves as a board member for the Nature Walk Condo Association in Lebanon, New Hampshire. 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, and institutional investors.

Clara Cole is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Mascoma Bank and Loomis Sayles & Co. Outside of her advisory role, she is involved in marketing and social media for Susan Cole Realty Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

John Souther is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based Corporate Financial Planning agreements.

William Ksander is a financial advisor with Morgan Stanley in Hanover, NH, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Fidelity Investments and has experience with the New Hampshire Fire Academy. Outside of his advisory role, he is involved with the New Hampshire Fire Academy in a labor and service capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

John Caputo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his work at Wells Fargo, he holds a 50% ownership in DECA Wealth Management in West Lebanon, NH. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services using proprietary research and tools, with planning engagements tailored to client needs and integrated with other financial products and services.

Matthew Tashjian is a financial advisor at UBS Financial Services with 31 years of industry experience. He has previously worked at Bank of America and Merrill. He also serves as a lecturer in business and life planning at a law firm in West Hartford, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Timothy Draper is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Roberts, Minichiello & Associates Team. He serves individuals and families with complex financial lives who have outgrown traditional advisory models. Timothy's expertise includes areas such as college education planning, corporate benefits, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He works closely with high net worth individuals and families, business owners, corporate executives, partners, physicians, and practice owners, managing approximately 1.8 billion in client assets across 40 states. His approach emphasizes integrated planning, direct client access, proactive guidance, and trust through regularly reviewed strategies. Timothy coordinates complex financial matters including deferred compensation, equity events, partnership income, and multigenerational wealth planning, collaborating with clients' CPAs and attorneys. Timothy holds a Bachelor's degree from Plymouth State University and has studied at Lake Forest College. He carries the Personal Investment Advisor (PIA) designation. Outside of his professional activities, he is involved in community organizations such as Granite United Way, Hanover Chamber of Commerce, Hanover Hockey Association, Project Search, Rotary International, and Youth In Action. He grew up in the Upper Valley and maintains a connection to that community. His personal interests include baseball, golfing, hiking, ice hockey, and spending time with his family.