Bruce George Mclaren

Kevin Obrien is the president and owner of Creative Financial Strategies, Inc. in Littleton, NH, where he has worked since 1993. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. In addition to his advisory role, Obrien serves as treasurer and board member of Mountain Top Telecom, Inc., a wireless internet service provider. Creative Financial Strategies, Inc. provides financial planning, investment management, tax preparation, business advisory, and insurance product services to individuals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers a range of engagement types and delivers advice primarily on a non-discretionary basis, managing portfolios both directly and through third-party platforms.

Francis Dietrich is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. In addition to his advisory role, he serves as a part-time teacher in Risk Management at Northeastern University. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based strategies with institutional trading capabilities and wealth management offerings.

Michael Green is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked in veterinary and music-related roles. He is also the owner and manager of The Original Rebel LLC, a music entertainment business providing services for public and private events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Mac Connell is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and previously worked for Learfield IMG College. Outside of his advisory role, he works part-time at a local ski area operating a ski lift on weekends. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles, supported by an extensive network of affiliated research and sub-advisers.

Steven Bissonnette is a CFP® with 19 years of industry experience, currently advising at Ameriprise Financial Services, LLC. His prior roles include positions at LPL Financial and Edward Jones. Outside of financial services, he is an ordained minister, serves as chairman of a local bus board, and crafts custom-built guitars. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored planning advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Kim Shillieto is a financial advisor with Edward Jones in Littleton, NH, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory work, she serves as chairman of the board for Profile School in Bethlehem, NH and is president of Old Hops Farm Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.