With over 165 combined years of experience, our team’s investment knowledge, and modern perspectives shape our role as a reliable wealth management team. We are located in Centerra Parkway in the heart of the Upper Valley, and work with our clients locally as well across the country. Our commitment is to our clients and our community as we look forward to walking along side of our clients and their families for years to come.
Meet Our Team
We are honored to be recognized as one of Forbes:
Top Wealth Management Teams 2022, 20234
Top 100 in the Nation for 2022 & 2023
Forbes Top Wealth Management Teams High Net Worth 2023, 2024, 2025 and 20265
Ranked first in the state of New Hampshire for 2023 & 2024
These awards are a reflection of the trust our clients have placed in us over the past 25 years.
Below are individual recognitions earned by Brian Doyle and Stephen Loughman.
Barron’s Top 1,200 Financial Advisors1
Brian Doyle, Executive Wealth Partner, Senior Wealth Manager 2015-2025
Forbes Best-in-State Wealth Advisors2
Brian Doyle, Executive Wealth Partner, Senior Wealth Manager 2018-2024
Wells Fargo Advisors Financial Network Platinum Council3
Brian Doyle, Executive Wealth Partner, Senior Wealth Manager 2014 - 2025
Stephen Loughman, Executive Wealth Partner, Senior Wealth Manager 2015 - 2025
1 Brian has been named as a Barron's Top 1,200 Financial Advisors (2015-2025). Stephen has been named as a Barron's Top 1,200 Financial Advisors (2018-2021). Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. View additional disclosures
2 Stephen and Brian have been named Forbes Best-In-State Wealth Advisors (2018-2024). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. Fee paid for use of marketing materials. View additional disclosures
3 2024-2025: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.
2014-2023: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
4 2025 Forbes Top Wealth Management Teams High Net Worth: Awarded November 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2024 Forbes Top Wealth Management Teams High-Net-Worth: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. Fee paid for use of marketing materials. View additional disclosures
5 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. Fee paid for use of marketing materials. Fee paid for use of marketing materials. View additional disclosures
Stephen has earned his CERTIFIED FINANCIAL PLANNER® certification. To earn this designation he has demonstrated skill in analyzing and developing personal long-term financial strategies. He has completed hundreds of hours of rigorous financial planning courses and examinations. These courses are then followed by a 10- hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.
CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.
Brian Doyle, and Michele Mardanes (Senior Registered Client Associate, Office Manager) Jessica Matheson (Senior Registered Client Associate) and Kristen Laundry (Financial Advisor) have earned the AAMS® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, they passed an end-of-course examination that tested their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.