Jamie C Fagan

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.

Bruce Mclaren is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 66, and 65 licenses and having 11 years of industry experience. He previously worked at Chalice Wealth Advisors, LLC from 2018 to present and at Mascoma Wealth Management from 2015 to 2018. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform and integrates insurance-linked account management alongside affiliated financial entities.

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 with Raymond James & Associates in Franconia, NH, holding a Series 66 designation and six years at Raymond James following five years with Learfield IMG College. In addition to his advisory work, he serves as a part-time ski lift operator at the local Cannon Mountain to help maintain access for youth in the community. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and municipal advisory services.

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.