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 and around the world. 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


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.

Credentials. Awards. Distinctions.




CERTIFIED FINANCIAL PLANNERTM (CFP®)

Stephen has earned his CERTIFIED FINANCIAL PLANNER™ professional 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.


Accredited Asset Management Specialist (AAMS®)

Brian Doyle, Miki Thomas (Senior Registered Client Associate) and Michele Mardanes (Senior Registered Client Associate, Office Manager) 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.


Barron’s Top 1200 State By State Advisors

1Stephen and Brian have been named as 2023 Barron's Top 1,200 State by State Advisors (2017-2023).
The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.



Forbes Best-In-State Wealth Advisors

2Stephen and Brian have been named as 2023 Forbes Best-In-State Wealth Advisors (2018-2023). The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Wells Fargo Advisors Platinum Council

3Both Stephen and Brian are Wells Fargo Advisors Financial Network Platinum Council. Stephen has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors since 2015 and Brian has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors since 2014. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.


Forbes Top Wealth Management Teams

For 2022 and 2023 The Doyle Loughman Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Top Wealth Management Teams. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Forbes Best-In-State Wealth Management Teams

The Doyle and Loughman Wealth Management Group has been named as a 2023 and 2024 Forbes Best-In-State Wealth Management Team. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.





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.

1 The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.