Kevin Ferland is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2007 and previously at Northeast Planning Associates, Inc. He is also affiliated with Dumais & Ferland, CPAs, where he has been involved for over two decades. Outside of advisory services, he is involved in selling non-variable insurance products including life, health, long-term care, and group benefits. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and access to model portfolios and research from internal and third-party sources.

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 Wealth, Inc. 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 in 2018. Outside of his advisory role, he operates a vacation cottage rental business and is involved in the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base—including individuals, institutions, and charitable organizations—through a large network of advisers and multiple advisory platforms. The firm employs various portfolio construction tools and offers integrated brokerage and advisory services, with a complex corporate structure and multiple third-party commercial 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 in Portsmouth, NH, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Osaic Institutions, Inc. and Infinex Investments, Inc. Outside of his advisory work, he serves as president of the Coastal New England Baseball League, an adult baseball league. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Evan Miller is a financial advisor with Cambridge Investment Research Advisors based in Exeter, NH. He holds Series 63 and Series 65 credentials and has eight years of industry experience, including prior roles at Cantella & Co., Inc., Northwestern Mutual Investment Services LLC, and Signator Investors, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions that can be tailored to client objectives, utilizing both proprietary and third-party strategies.