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.

Sheldon Stansfield is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He collaborates closely with clients to develop financial plans tailored to their individual goals, drawing on Merrill's investment insights and leveraging the resources of Bank of America to provide comprehensive banking and lending solutions. Sheldon’s approach integrates a full understanding of each client's financial picture to navigate changing market conditions effectively. With extensive experience in areas such as education planning, family wealth management, legacy planning, socially responsible investing, and tax minimization, Sheldon and The SWP Group offer clients access to a global network of specialists and in-house managed investment portfolios. The group’s collective expertise spans over 60 years, emphasizing integrity and thoughtful leadership to support clients’ long-term financial objectives. Sheldon holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Trinity College as well as a High School Diploma from Kimball Union Academy. Outside of his professional role, Sheldon participates actively in community organizations including Kimball Union Academy, Opera North, The Howe Library, and Willing Hands. He also pursues a range of personal interests such as adventure sports, biking, hiking, skiing, ice hockey, music, swimming, tennis, and spending time with his family. Fluent in English and Chinese, Sheldon continues to prioritize building strong client relationships through personalized service and community engagement.

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.

Evan Roberts is the Resident Director at Merrill Lynch Wealth Management's Hanover, NH office, a position he has held since 2024. He joined Merrill Lynch in 2015 after more than four years at another leading financial institution. In his current role, Evan supports his peers in growing and maintaining their practices while continuing to work directly with clients. His expertise includes creating goals-based investment management and financial strategies that address a range of wealth management needs such as cash flow planning, compensation strategy including concentrated stock, preparing for liquidity events, retirement income planning, and legacy planning for families in the Upper Valley region. Evan holds a bachelor's degree in Finance with a double minor in Marketing and Environmental Science from Bryant University. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He graduated from Kimball Union Academy and Middlebury Union High School. Evan works collaboratively with experienced financial advisors as a member of Streb, Palatucci and Associates, serving a diverse client base including entrepreneurs, professors, physicians, technology executives, and business owners. Originally from Cornwall, Vermont where he grew up on a dairy farm, Evan now lives in New London, NH with his wife Sarah and their two daughters. Outside of work, he enjoys hiking, skiing, tennis, ice hockey, lacrosse, golf, boating, gardening, traveling, and woodworking. He volunteers with the Ausbon Sargent Land Trust and serves as a guest lecturer for OSHER at Dartmouth. He also coaches lacrosse in Meriden, NH.

Timothy Draper is a Financial Advisor with Merrill Lynch Wealth Management. He leads an 11-person team dedicated to providing clients with comprehensive financial expertise, serving as a single point of contact to access Merrill and Bank of America’s full capabilities. Timothy and his team utilize a proprietary planning system designed to simplify wealth management, focusing on building and protecting wealth through tax-efficient cash flow strategies tailored for retirement. Timothy’s client focus includes college education planning, family wealth management strategies, retirement income, tax minimization, and managing new wealth, among other areas. He works closely with individuals and families to identify their goals and create customized plans that address personal priorities, including corporate benefits and equity compensation services. His approach emphasizes simplicity and transparency, helping clients gain confidence in their financial decisions. He holds a Bachelor’s degree from Plymouth State University and studied at Lake Forest College. Timothy is a Personal Investment Advisor (PIA) and is actively involved in his local community through 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 enjoys baseball, golfing, hiking, ice hockey, and spending time with his family.