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.

Stephanie Powell is a financial advisor at Snowden Capital Advisors LLC with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a notable capacity to operate across institutional and cross-border relationships.

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.

Edward Scribner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has been affiliated with Scribner Financial Services, Inc. since 2000 and joined Commonwealth Financial Network in 2023. He is based in Bradford, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

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.

Bobette Scribner is a ChFC® credentialed financial advisor with 40 years of industry experience. She is currently affiliated with Commonwealth Financial Network and owns Scribner Financial Services, Inc. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support.

Troy Sanborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at LPL Financial since 2022 and previously with People's United Advisors, Inc. and People's Securities Inc. Sanborn also performs notary services as part of his professional activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

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.

Randall Saulnier is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. He has worked with LPL Financial since 2020 and concurrently with Community Financial Services Group since 2013, following a seven-year tenure at Cetera Advisor Networks LLC. Saulnier also serves as a trust officer at Community Financial Services Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuities.

Kim Shillieto is a financial advisor at Edward Jones with 23 years of industry experience. She has worked at Edward Jones since 2002 and holds Series 63 and Series 66 designations. Outside of her advisory role, Shillieto serves as chairman of the board for Profile School in Bethlehem, NH, and is president of Old Hops Farm Inc. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Marcelle is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Community Services Financial Group and Casey George–Northwestern Mutual. LPL Financial provides advisory and brokerage services to a diverse client base, offering a broad range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.

Shawn Millerick Sr. is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Millerick Financial Services Inc. Outside of his advisory role, he serves as a board member and treasurer of the nonprofit Next Level Living, overseeing its finances and governance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a blend of advisor-managed accounts, model portfolios, and third-party managed options.

Joseph Gallant is a CFP®-certified financial advisor with 20 years of industry experience, currently with Cetera. He previously worked at VOYA Financial Advisors and has been involved with USA Training Centers, LLC since 2011. Outside of his advisory role, Gallant operates as an independent insurance agent. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Julia Prisco is a CFP® with seven years of industry experience, currently affiliated with Raymond James Financial. Her prior work includes roles at Beacon Wealth Management and Terrie O'Connor Realtors. She is also an owner and advisor of Buttonwood Point LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Marc Prisco is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Raymond James Financial. His prior experience includes roles at iCapital Markets LLC, JP Morgan & Co, and Rebar Systems. Outside of finance, he is involved in a farm-related business producing maple sugar products and woodworking through Buttonwood Services LLC. 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, leveraging asset-allocation analysis, firm research, and a broad affiliate network to support tailored advisory services.

Ryan Ackerman is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel since 2009. Outside of his advisory role, Ackerman serves as Treasurer and Board Member of the Cohase Chamber of Commerce and is an Assistant Varsity Coach for boys soccer at St Johnsbury Academy. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Joseph Marshall is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2016. Prior to joining Stifel, he was employed at Woodsville Guaranty Savings Bank and Ken Frank Masonry. Marshall serves on the Board of Directors for the Frances Atkinson Residence, a retirement home in Vermont. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Ashley Ball is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked in various roles within Cetera and serves as Operations Manager at Joseph C. Gallant, where she handles client servicing and administrative duties. Prior to her financial services career, she held positions in healthcare and senior care organizations. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining discretionary and non-discretionary solutions with fiduciary and retirement capabilities not commonly found at firms of its size.

Kenneth Kinder is a financial advisor at Stifel with 26 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as a director and board member of The Killham Bear Center, a nonprofit that rescues, rehabilitates, and releases black bear cubs. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.