Gregory Thomas Powers

David Mongeau is the principal advisor at Chess Financial Planning LLC in Springvale, ME, with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including LPL Financial, WCG Wealth Advisors, and Independent Financial Group. Outside of advisory services, Mongeau is also involved in tax preparation. Chess Financial Planning LLC provides holistic financial planning, investment management, and retirement-plan advisory primarily to middle-income individuals and small business owners through largely online services. The firm combines ongoing financial planning with model and custom portfolio management, offering both discretionary and non-discretionary account arrangements tailored to client risk tolerance.

Alexander Fallon is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Empower Financial Services and Fifth Third Bank. Prior to his finance career, he held various roles outside the industry, including positions at golf clubs and construction companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and are closely integrated with Empower’s recordkeeping and administrative platforms.

Joshua Wilson is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Commonwealth Financial Network and previously worked at PIN Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Securities America, Inc., Securities America Advisors, and National Planning Corporation. Outside of advisory work, he co-owns PIN Insurance, Inc., which facilitates fixed insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custodial services.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Cody Gullikson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Sysco, Focal Point Landscaping Contracting, and Express Employment Professionals, among others. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction. The firm is noted for its advisory roles with multiple registered investment companies and its use of systematic methodologies in portfolio management.

Kevin Monroe is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Mwa Financial Services, Inc. and Modern Woodmen Of America. Monroe serves as a board member of River of Life Church, a religious organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.