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.

Maria Gilderdale is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1999. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Nathaniel Morgan is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. He has previously worked at Grant Street Group, where he also develops software for a county tax collector. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

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.

Gary Packnick is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Cetera since 2019 and previously with Summit Financial Group and Summit Brokerage Services. He serves on the board of directors for Singing Hills Christian Conference Center, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers.

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.

William Thomas is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He has held various roles within Wells Fargo entities since 2009. Outside of his advisory work, he co-owns Upper Valley Wealth Management LLC and serves on the investment committee of the Montshire Museum of Science. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

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.

James Godfrey is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience and has previously worked with Avantax Investment Services and 1st Global Advisors, among others. Godfrey is also a board member of the Vermont Chapter Alzheimer’s Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

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.