Bruce 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.

John Trombetta is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Wells River Savings Bank since 2021 and OSAIC Institutions since 2017, alongside a long tenure at Kohls Department Store beginning in 2002. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

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-credentialed financial advisor with Edward Jones in Littleton, NH, holding two years of industry experience. Before joining Edward Jones, he spent five years at Epping Road Veterinary Hospital and has involvement in the entertainment industry as owner and manager of The Original Rebel LLC, providing musical entertainment for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and maintains one of the largest retail advisor and branch networks in the industry.

Michael Mac Connell is a Series 66 licensed financial advisor with Raymond James & Associates, based in Franconia, NH. He has five years of industry experience, including five years at Learfield IMG College prior to joining Raymond James in 2020. Outside of his advisory role, he works part-time operating a local ski lift on weekends to support community recreation. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

Steven Bissonnette is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he is involved in custom guitar building, serves as chairman of the WIBC Bus Board, and is an ordained minister with the Universal Life Church. He also participates in local community activities, including helping at craft shows and volunteering as a train conductor at the Lancaster Fair. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research-driven strategies with tax-efficient withdrawal planning. The firm provides a wide range of advisory, brokerage, and insurance solutions through its affiliated companies.