Danielle Jordan Knowlton

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.

Gerard Jones is the principal of Gerard Asset Management, L.L.C. in Waterford, Vermont, with 30 years of industry experience. He has led his independent firm since 1994. In addition to his advisory role, he maintains a part-time law practice specializing in estate planning, elder and disabled persons law, and financial planning. Gerard Asset Management provides discretionary investment management and supervisory services to individuals, trusts, estates, business entities, and charitable organizations. The firm tailors investment programs to clients’ financial goals and risk tolerance, using a combination of fundamental, charting, and technical analysis, and conducts quarterly account reviews.

Harper Phillips is a financial advisor at Btv Capital LLC in Burlington, VT, holding a Series 65 designation with nine years of industry experience. He has been with Btv Capital LLC since 2015 and previously operated Vennor Group LLC as a self-employed advisor from 2002 to 2017. Btv Capital LLC is a single-advisor registered investment adviser providing discretionary investment management and advisory services to a limited number of clients, including individuals, institutions, and pooled vehicles. The firm employs a volatility-based trading strategy focused on equity and index options, futures, and options on futures, using derivatives and leverage with an emphasis on growth and speculation rather than broad diversification.

Ryan Thompson is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and seven years of industry experience. His work history includes roles at Infinex Investments, Passumpsic Savings Bank, Citizens Inc, Merrill, and Edward Jones. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a mix of discretionary and non-discretionary account management.

Jason Robinson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years and serves in the U.S. Army National Guard. Outside of finance, he owns and operates Silver Cricket Christmas Tree Farm in Lancaster, NH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and corporations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable services in municipal and public finance advisory.

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.