Susanne Heckaman is a financial advisor at Edward Jones in York, ME, holding Series 63 and Series 66 licenses with 26 years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

David Ferland is a financial advisor with LPL Financial in York, ME, holding Series 63 and Series 66 credentials and totaling 20 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation, Ameriprise Financial Services, Inc., and Invest Financial Corporation. Outside of his advisory work, he is the owner of Lennox Insurance and Financial, LLC, an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives utilizing model portfolios, third-party subadvisors, and customized strategies.

Timothy Cavanaugh is a financial advisor with RBC Capital Markets in Portsmouth, NH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and portfolios tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Neil Hubacker is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2024. Prior to joining LPL, he worked in insurance and held roles at Cornerstone/The Church Ambassador Network of NH and SilverCloud, Inc. Outside of his advisory work, he is a business owner of Flexion Hub LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Dale Wallace is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, and a founding partner of the DWJ Group. He operates primarily out of Portsmouth, New Hampshire, with his main office located in Boca Raton, Florida. With over 25 years of experience in the wealth management industry, Dale focuses on helping clients achieve their financial aspirations through comprehensive investment strategies. His expertise includes non-managed strategies such as syndicate investments, structured investments, and option strategies. Dale also co-manages client portfolios to deliver a well-rounded investment approach tailored to meet the needs of high net worth clients. He holds the Personal Investment Advisor (PIA) designation and completed a non-accredited executive education program on value investing at Columbia University Graduate School of Business. Outside of his professional work, Dale enjoys baseball, basketball, football, ice hockey, skiing, and spending time with his family. He and his wife reside in Boca Raton with their two dogs, Marshmallow and Misty. Dale appreciates strong leadership and attributes part of his team’s approach to the example set by Tom Brady and the New England Patriots.

Henry Purple is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in various other fields, including creative studios and community cemetery services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on financial planning, third-party asset management access, and affiliated insurance and trust services.

Kathryn Drew is a Wealth Management Advisor with Merrill Lynch Wealth Management. She serves as the managing partner of The Drew Knight Wealth Management Group, where she works with high net worth individuals, companies, non-profit organizations, and affluent families across the United States. Kathryn applies a strategic process to help clients build and preserve their net worth. With over 30 years of experience, Kathryn holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Her expertise includes personal retirement planning, family wealth management strategies, philanthropic planning, portfolio management services, and specialized areas such as LGBT wealth planning and socially responsible investing. She also advises clients on financial transactions such as creating or selling a business, retirement planning, and estate planning needs. Kathryn graduated with a Bachelor's degree from Oral Roberts University. She is actively involved in community organizations including Cross Roads House, Loon Preservation Society, Seacoast Science Center, and Squam Lake Conservation Society. Outside of her professional role, Kathryn enjoys boating, cooking, gardening, hiking, music, reading, scuba diving, and spending time with her family. She lives in Rye, New Hampshire, and supports ocean health and lake preservation efforts in her free time.

Roland Gagne is a CFP® and ChFC® affiliated with Cambridge Investment Research Advisors, bringing 35 years of industry experience. He has been with Cambridge Investment Research entities since 1998. Outside of his advisory role, he serves as an investment committee member and trustee for the Biddeford Saco Rotary Club. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Matthew Meader is a financial advisor at Equitable Advisors in Portsmouth, NH, holding a Series 66 designation with three years of industry experience. His prior work includes roles in aviation support and at SUNY Canton. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a variety of advisory programs and third-party managers. The firm emphasizes matching client needs and risk tolerance to program models, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Luis Rozon is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 licenses and has worked previously at F.H. Cann & Associates Inc and Olde Town Realty. Outside of his advisory role, he has engaged in multiple business activities related to property management and ownership. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an emphasis on eligible strategies and ESG frameworks.

Paula Baxley is a financial advisor with J.P. Morgan Securities in Portsmouth, NH, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Bank of America, Merrill, Flynn Restaurant Group LLC, and Royal Administration Services. She has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

John Habig is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, currently associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and analyses.

Siobhan Moore is a Financial Consultant currently working at Fidelity Investments since 2023. She collaborates with local individuals and their families to develop personalized wealth plans aimed at helping clients stay on track toward their financial goals. She focuses on understanding each client's specific situations, needs, and wants to assist them in defining their own financial success. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, a Wealth Management Specialist at Merrill Lynch from 2021 to 2022, and a Client Associate at Merrill Lynch from 2018 to 2021. Prior to that, she worked as an Internal Wholesaler at MFS Investment Management from 2015 to 2018. Outside of her professional work, Siobhan enjoys cooking and baking, spending time with family, hiking, skiing, and traveling.

Guy Angiuoni Jr. is a Series 66 licensed financial advisor with LPL Financial, where he has worked since 2003, accumulating 26 years of industry experience. Prior to and alongside his advisory role, he has practiced as an attorney. Outside of his financial career, he coaches high school ice hockey in the Massachusetts area. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies supported by proprietary research and technology.

Maryan Twible is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 credential and has been with Raymond James Financial Services in various capacities since 2016. Outside of her advisory role, she is the sole owner of York Investment Partners LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Benjamin Woodhouse is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is involved with Kevin The Dog LLC, a real estate business in Portsmouth, NH. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Albert Basse IV is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work includes positions at Wellington Management Company LLP and running his own firm, Albert Basse Associates Inc. He is the founder and president of The Oliver Ames Rugby Booster Club Incorporated, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, and institutional clients, utilizing model-driven investment strategies and access to third-party asset managers.

Ellen Lavin is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2007 and previously at Northeast Planning Associates, Inc. and Veravest Investment Advisors, Inc. In addition to her advisory role, she is involved in tax preparation and accounting through Weidema, Lavin & Grott Accounting PC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Dearden is a financial advisor with Mass Mutual Investors Services in Hampton, NH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He previously worked at MetLife Securities, Inc. for 14 years before joining Mass Mutual and also has part-time involvement in marketing and events at Sunday River Ski Resort. He serves as a trustee of local trust funds, responsible for managing and reporting on those assets. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap programs, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Thomas Delrosso is a CFP® professional affiliated with Wells Fargo Clearing in Portsmouth, NH, with 42 years of industry experience. His career includes two tenures at Wells Fargo Clearing totaling 16 years and a year at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.