Christopher Christensen is a financial advisor with Morgan Stanley in Hanover, NH. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he served in the U.S. Army for seven years and has work experience in healthcare and education sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering 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 and modeling techniques to support its financial planning services.

Dana Duellman is a financial advisor at Wells Fargo Advisors with seven years of industry experience. Prior to joining Wells Fargo Advisors in 2021, Dana worked at Wells Fargo Clearing and spent six years at Starbucks. Dana also serves as a co-trustee for a family trust and is involved with Upper Valley Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored client recommendations.

Stephen Winslow is a financial advisor with LPL Financial in Norwich, VT, holding a Series 66 designation and 14 years of industry experience. His career includes positions at LPL Financial since 2008, Mascoma Savings Bank, HSBC Securities, and Chase Investment Services. Outside of financial advising, he is a self-employed carpenter and works as a respite care worker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing model portfolios and third-party subadvisors, supported by advanced operational and research tools.

Ryan La Croix is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in White River Junction, VT. Outside of his advisory role, he is a member of the Randolph Recreation Advisory Committee in Vermont, where he participates in community events and supports local recreational initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and is recognized for its extensive retail advisor network and affiliated financial services.

Scott Beckman is a financial advisor with Charles Schwab in West Lebanon, NH, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Edward Jones and Natixis Global Associates. Outside of his advisory work, Beckman coaches a youth ski race development program at Mount Sunapee. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized infrastructure for custody, brokerage, and advisory services.

James Goodrich is a financial advisor with Morgan Stanley in Hanover, NH, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its advisory process.

Derek Pierce is a financial advisor with Mass Mutual Investors Services in Woodstock, VT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at Metlife Securities Inc. Pierce serves as the girls varsity tennis coach at Woodstock Union High School. Mass Mutual Investors Services, LLC 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, annual financial planning engagements using firm-approved software and provides additional programs such as wrap accounts, money-manager programs, and educational seminars.

Bernadette Longfield is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has worked with firms including Bank of America, Wells Fargo Clearing, and A. G. Edwards & Sons. Merrill, along 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 for individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations.

Robert Littlefield is a financial advisor with Raymond James Financial Services, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has operated Littlefield Wealth Services and Littlefield & Associates since the mid-1980s in roles including owner and president. Littlefield is also CEO and president of Littlefield & Davidson Wealth Services, a non-compensated support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning that incorporates risk profiling and modeling tools, and supports both advisory programs and institutional portfolio management.

Keith Lewandoski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. His work history includes positions at Morgan Stanley, Metlife Securities, and Mass Mutual, along with founding Upper Valley Tax Preparation. He also serves as a board member for Cover Home Repair, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement advisory services with a range of implementation options, including proprietary and third-party model strategies.

Merritt Zahner is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling.

Suzanne Regan is a CFP®-certified financial advisor with 19 years of industry experience, currently with Ameriprise in Norwich, VT since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2017 to 2020. Regan serves on the Board of Directors for the Norwich Baseball Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Christopher Bunnell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2010 and has over 20 years of experience in financial advising. His areas of expertise include divorce transition planning, education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Chris holds a Bachelor of Science degree in Finance from the University of Vermont and an MBA from Boston University. He is a CERTIFIED FINANCIAL PLANNER® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and also holds the Certified Plan Fiduciary Advisor® designation. Additional professional credentials include Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Outside of his professional work, Chris enjoys golf, skiing, running, and spending time in Vermont with his family. He is involved with the Quechee Ski Team and The Quechee Club. He lives with his wife, Liz, and their three sons.

Eric Werner is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Werner serves as a board member of the New Hampshire & Vermont Council of Charitable Gift, a nonprofit providing professional development and networking opportunities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ralph Caputo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2011. Outside of his advisory work, he serves as a notary public in Grafton County, New Hampshire. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose their implementation approach.

Timothy Stotz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved with the Stotz Family LLC, which engages in real estate activities. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and diverse investment products.

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.