Sheldon Stansfield

We help you write your own Smart Plan. A Smart Plan is your ongoing work in progress to get you where you want to go financially. We want to be your partner to make the job easier and more efficient. We will help develop your Smart Plan, coordinate it with your other advisors, and assure that it stays on track. We’re not afraid to challenge conventional wisdom about investing and preserving wealth. We utilize all available resources in pursuit of your goals with confidence and calm. At the end of the day, this effort is committed to you. It's about planning your voyage with purpose and intent, charting a course for an enviable outcome.

Lucy Wagner is a Financial Advisor at Merrill Lynch Wealth Management and a member of the SWP Group, a team with 75 years of combined industry experience. She began her career at Merrill Lynch Wealth Management as an intern and joined the firm full-time in 2007. Lucy has worked in various roles including as a Registered Client Associate and within the Practice Management Consulting Group, focusing on strategies to help advisors deliver consistent client experiences and support practice growth. Her work also includes involvement in campus recruitment, diversity initiatives, client acquisition, and coaching the next generation of Merrill advisors. Lucy holds a Bachelor's Degree from Wagner College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She works with multigenerational families and business owners to develop personalized financial strategies, emphasizing trust, personalized investment management, fee transparency, and proactive communication. Her client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, and Women and Wealth. Lucy lives in New Hampshire where she enjoys hiking, bicycling, and being part of a tight-knit community. She is involved with professional organizations such as Thetford Academy and the Upper Valley Business Alliance, and participates in community initiatives including New York Cares, New York Says Thank You, Room to Grow, The Bowery Mission, and Thetford Academy.

Christopher Bunnell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2010 and brings over 20 years of experience in the financial services industry. Christopher specializes in areas including divorce transition planning, education planning, family wealth management strategies, managing new wealth, personal retirement planning, tax minimization, and retirement income. Christopher holds a Bachelor of Science degree in Finance from the University of Vermont and earned his Master of Business Administration from Boston University. He is a CERTIFIED FINANCIAL PLANNER® professional, designated by the Certified Financial Planner Board of Standards, Inc., and also holds the Certified Plan Fiduciary Advisor® designation. Additionally, he carries the Personal Investment Advisor and Retirement Benefits Consultant professional designations. Outside of his professional role, Christopher is actively involved in organizations such as the Quechee Ski Team and The Quechee Club. He enjoys adventure sports including golfing, running, and skiing. He spends personal time with his wife, Liz, their three sons—Topher, George, and Ford—and their golden retriever, Bogey, particularly in Vermont.

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.

Connor Regan is a Financial Advisor with Merrill Lynch Wealth Management who has been practicing in the financial services industry since 2016. He specializes in retirement planning and works with a diverse group of clients including individuals, families, and business owners. Connor has developed a particular focus on physician financial planning, leveraging his close personal connections to the healthcare sector. He is also committed to designing investment portfolios that align with environmental, social, and governance (ESG) criteria and socially responsible investing principles. Connor holds the Chartered Retirement Planning Counselor (CRPC) and Chartered SRI Counselor (CSRIC) designations from the College for Financial Planning, as well as a Personal Investment Advisor (PIA) designation. He earned a Bachelor of Arts degree in Economics from Bates College. Prior to joining Merrill Lynch, Connor specialized in financial planning and investment management at HTK, a broker dealer. He also maintains professional licenses in Life, Disability, Long-Term Care, and Annuities. Originally from Maine, Connor was captain of the NCAA Division 1 cross-country ski team at Bates College and remains physically active, engaging in marathon running, Nordic skiing, mountain biking, surfing, and woodworking. He lives in Lebanon, New Hampshire with his partner Becca and their dog, Tuck. Outside of his advisory role, Connor enjoys learning about the life stories of his clients and crafting personalized financial strategies to support their long-term goals.