Stacey Girard is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. She previously worked at Fidelity Brokerage Services for over two decades and spent a year with The Colony Group before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Samuel Kasten is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he worked for the Manchester Police Department for four years and has held positions in various other organizations including WordStream and Toast, Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies across an investable universe of mutual funds, ETFs, and ETPs.

Samuel Sylvain is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he was employed at Castleton University and O'Keefe Landscaping. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and serves a broad client base with both discretionary and non-discretionary advisory solutions.

Debra Swanson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Rise Private Wealth Management, Cambridge Investment Research Advisors, LPL Financial, and Parsons Financial Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jo Anne Dexter is a Financial Advisor with Merrill Lynch Wealth Management. She works directly with clients to define their financial goals and develop personalized portfolio strategies designed to help achieve them. Jo Anne provides ongoing advice and adjusts financial plans as clients' situations evolve. Her expertise encompasses education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and tax minimization. Jo Anne holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jo Anne earned a Bachelor's Degree from Southern New Hampshire University. Outside of her professional role, she enjoys gardening, singing, and spending time with her family. She is involved in community activities with Founders Academy and Weston Elementary.

Stacy Martel is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and five years of industry experience. She has worked with Fidelity Brokerage Services since 2020 and with Fidelity Investments since 2025. Prior to her advisory career, she spent eight years at the British Beer Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Patrick Shea is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He collaborates with clients to enhance their financial wellbeing by optimizing benefits and developing wealth planning strategies tailored to their life goals. Patrick emphasizes understanding his clients' unique situations and needs to co-create and implement comprehensive financial plans. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Solutions Representative, Retirement Representative, Workplace Planning Consultant, and currently Benefits & Planning Consultant. Prior to Fidelity, Patrick worked as a Small Business Account Executive at Chase Paymentech Solutions from 2008 to 2011. Outside of his professional work, Patrick has interests in movies, reading, and writing.

Philip Amesoeder is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His prior roles include multiple positions at Eastern Bank and the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and constructs model portfolios using systematic methodologies.

Natalie Norton is a financial advisor at Merrill in Manchester, NH, with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm benefits from its integration with Bank of America, providing access to a broad set of products and services beyond traditional investment management.

Benjamin Mitchell is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Foresters Advisory Services LLC and Foresters Financial Services. In addition to his advisory role, he is an insurance agent specializing in individual and group life insurance. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various specialized financial planning services.

Domenic Valluzzi is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2017. His background includes roles at the University of New Hampshire and involvement with UNH Recreation. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and other investment vehicles. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios for intermediary platforms.

Michaela Scott is a CFP® and ChFC® with 17 years of industry experience, currently serving at OSAIC since 2018. Prior to that, she worked at Jhfn Sii for nine years. In addition to her financial advisory work, she has been involved with Petey's Summertime Seafood Bar and Grill for over 17 years and holds leadership roles as co-chair of the Saint Anselm College Economics and Business Advisor Council and president of the American College of Financial Services Alumni Council. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and portfolio management strategies and operates a complex platform with multiple mergers, private-equity ownership, and extensive third-party commercial arrangements.

Denise Petrin is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings over 30 years of experience in banking and wealth management, having transitioned to Merrill from Wells Fargo in 2020. Denise focuses on providing comprehensive financial strategies tailored to each stage of her clients' lives, assisting a diverse client base that includes small businesses, women, military veterans, members of the LGBTQ+ community, and retirees. Her approach emphasizes understanding each client's unique circumstances, experiences, and goals to develop investment management strategies that support their long-term financial objectives. Denise works collaboratively with clients' tax advisors, estate planning attorneys, and other specialists to review and verify asset titling and estate plans. She holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Domestic Partnership Advisor (ADPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Denise also completed a non-accredited certificate program from Southern New Hampshire University. A native of New Hampshire, Denise is actively involved in her community, participating in organizations such as the American Legion Auxiliary, Food For Children, Less Legg More Heart (Board Member), One Church, and Veterans Count. Outside of her professional and community work, she enjoys outdoor activities including biking, camping, hiking, and spending time with her five granddaughters.

Michael Welch is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc., Enterprise Bank, Primerica Financial Services, Northlite Glass, and Granite State Credit Union. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,961 advisors and $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

Owen Mcgarrahan III is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Christopher Monroe is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity affiliates since 2014. Outside of finance, he is involved with KTOD LLC, contributing as a testing team member for their trading card video and podcast content, including playing in tournaments and coaching players. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research alongside quantitative and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolios, maintaining oversight and governance across a range of investment vehicles.

John Murphy is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles across media, sports, and corporate sectors, including at DraftKings Inc., Always On Media, and the Columbus Blue Jackets Radio Network. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and deliver customized investment solutions.

Shannon Weisensee is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2021, she held roles at Instacart, DoorDash, and Foxx Life Sciences, among others. Weisensee’s background also includes work in education and the retail grocery sector. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory and discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, serving a broad client base with systematic investment approaches.

Robert Admirand is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at JetBlue Airways, Lyft, Signature Flight Support, and the Boston Globe. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver its investment solutions.

Keith Mc Ewen is a financial advisor at RBC Capital Markets in Nashua, NH, holding a Series 66 designation with six years of industry experience. He previously worked at State Street Bank & Trust and Olympia Moving and Storage. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile and implemented through a combination of in-house and third-party managers.