Elizabeth Burke is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Linsco/Private Ledger from 1994 to 2017. Burke holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Lebarge is a financial advisor with OSAIC in Dover, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Signator Investors, Inc. for 33 years before joining Osaic Wealth, Inc. in 2018. Outside of advising, he is involved in the sales and marketing of fixed annuities and non-variable insurance through a sole proprietorship. OSAIC serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by multiple program offerings and custodial arrangements.

Mark Svenson is a Series 66 licensed advisor with Merrill, based in Dover, NH, who has 13 years of industry experience. He has worked at Merrill and Bank of America since 2018 and held positions at PNC Investments from 2015 to 2018. Outside of his advisory role, he serves as co-trustee for the Linda L.C Svenson Revocable Trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric De Lorey is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones in Rochester, NH since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

John Cogan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior work includes roles at Osaic Institutions, Inc., Infinex Investments, Inc., LPL Financial, and Edward Jones. Outside of his advisory work, he is president of the Coastal New England Baseball League, an adult baseball league based in Dover, NH. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Evan Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Cambridge Investment Research, Cantella & Co., Inc., Northwestern Mutual, and Signator Investors. Miller is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.