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.

Gunnar Tache is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles in property management, technology research, and various positions in different sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Joseph Dinaso is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Wells Fargo Funds Distributor, LLC, Dunham & Associates Investment Counsel, Inc., and Prudential Insurance Company of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

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.

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.

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.

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.

Karen Goddard is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Signator Investors, Inc. Outside of financial advising, she is a half owner and tax preparer for a Liberty Tax franchise and also plays the fife in a fife and drum corps. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various management strategies and alternative investment opportunities.

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.

Eric Moriarty is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and their families to develop personalized wealth plans, aiming to help clients feel confident as they pursue their financial goals. He emphasizes understanding his clients' goals, values, and preferences to provide peace of mind in navigating their financial futures. Eric has held various positions at Fidelity Investments since 2014, progressing through roles including Investment Consultant, Financial Representative II, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Full Trader. This breadth of experience has contributed to his expertise in financial consulting and investment strategies. Outside of his professional work, Eric enjoys fitness, golf, music, skiing, and soccer.