Steven Bissonnette

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.

Bruce Mclaren is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He previously worked at Chalice Wealth Advisors, LLC from 2018 to 2023 and Mascoma Wealth Management from 2015 to 2018. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach that customizes strategies based on client goals and risk tolerance, with ongoing oversight of third-party managers.

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.

Robert Thompson is a financial advisor with OSAIC Institutions, Inc. in Newport, VT, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Passumpsic Financial Advisors, Passumpsic Bank, LPL Financial, CETERA Advisor Networks LLC, Community Financial Service Group, and Northern Lights Credit Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm’s advisory approach combines fundamental and technical analysis, asset allocation, and third-party due diligence, with a notable emphasis on non-discretionary assets and integrated services across advisory and broker-dealer functions.

Staci Smith Lantagne is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Stifel Niclaus & Co Inc since 2009. Outside of her advisory role, she serves on the Development Committee and Board of the St. Johnsbury History and Heritage Center and is a member of the Pension Committee for the Town of St. Johnsbury. Stifel serves a wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jason Robinson is a financial advisor with Raymond James Financial, holding a Series 66 credential 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 advising, he owns and operates Silver Cricket Christmas Tree Farm in Lancaster, NH. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by extensive research and a broad affiliate network.