Paul Toole is a financial advisor with Edward Jones in Kennebunk, ME, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at Key Investment Services LLC and KeyBank before joining Edward Jones in 2019. Outside of his advisory role, Toole serves as the president of the Business Network International Referral Masters group in Windham, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Ethan Ladd is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive financial planning and investment management services. He focuses on supporting working professionals and their families in New England and beyond, integrating clients' insurance, tax, investment, retirement, benefits, and estate planning goals into ongoing advice and guidance. Ethan holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). Before his career in wealth management, Ethan worked as an appraiser and dealer of fine stringed instruments, directing sales of rare violins from notable Italian makers of the 18th century. He has handled thousands of instruments and led the auction of the record-setting 'Lady Blunt' Stradivarius violin in 2011. Ethan serves on the Board of Directors of the Violin Society of America, where he volunteers his time. Ethan earned his Bachelor's degree, Master of Business Administration (MBA), and Master of Science in Finance (MSF) from Northeastern University. He lives in Kennebunk, Maine with his family and has personal interests in camping, cooking, fishing, football, hiking, photography, reading, running, skiing, and spending time with his family.