Ian Oneail is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bangor Savings Bank, First Seacoast Bank, Northwestern Mutual Life Insurance Company, and Citizens Bank. 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 under management through a large nationwide network of financial advisors and branch offices, offering a variety of advisory programs and investment strategies under a fiduciary standard.

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®, ChFC®, and Series 63 credentialed financial advisor with 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 1998. He serves on the investment committee and as a trustee for the Biddeford Saco Rotary Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody platforms tailored to client objectives.

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.

Paula Baxley is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021, and previously held roles at Bank of America, Merrill, Flynn Restaurant Group, and Royal Administration Services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Justin Cate is a financial advisor with Edward Jones in Somersworth, NH. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he was involved in several businesses, including Vida Cantina LLC and Boardwalk Cafe and Pub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and operates a large national network of advisors, offering a variety of advisory and investment strategies under a fiduciary standard.

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.

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 Certified Financial Planner (CFP®) with 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Lorenz is a Financial Consultant at Fidelity Investments, serving clients in the Seacoast and surrounding areas. With over 20 years of experience at Fidelity, he focuses on building long-term relationships with families to develop personalized and comprehensive financial plans. His career at Fidelity includes roles such as Wealth Management Planning Consultant, Director of Fidelity Charitable, and Director of Portfolio Advisory Services, reflecting extensive experience in wealth management and portfolio advisory services. He has held positions ranging from Financial Representative to Branch Service Manager, demonstrating a broad understanding of financial consulting and client management. James is a long-time resident of the area and is committed to working closely with clients to understand their situations and future goals in order to co-create effective financial strategies.

Sharon Harkinson is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Steward Partners and Raymond James Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of solutions including custody, underwriting, and capital markets services.

Robert Burns Jr. is a financial advisor with Mass Mutual Investors Services who holds the CFP® and ChFC® designations and has 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is involved in the sale of individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative planning engagements using firm-approved software and a range of programs including wrap accounts and money-manager options.

Ziad Habayeb is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2009 to 2021, and he has been with Morgan Stanley since 2021. Outside of his advisory work, he is a managing partner in a real estate venture and holds interests in other business activities related to real estate and retail operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage capabilities.

Howard Green Jr. is a financial advisor at Raymond James Financial with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Raymond James and its related entities since 1998. He also owns Green Capital Management, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Catherine Smith is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.