David Avery is a financial advisor with UBS Financial Services in Arundel, ME, holding Series 65 and Series 66 credentials and having 27 years of industry experience. He has been with UBS Financial Services since 2009. Avery previously served on the Board of Directors for the Berkshire Chamber of Commerce, where he helped guide the organization's direction and led nominations for future board members. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Gurski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at LPL Financial since 2024 and previously at Insperex LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Hoglund is a Series 66-licensed financial advisor with Merrill, based in South Portland, ME. He has four years of experience at Merrill and one year at Bank of America. Prior to his financial services career, he managed a family-owned butcher shop business for over a decade. 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, and institutional investors.

Roger Woodman Jr. is the president and sole employee of Roger F. Woodman Jr. & Co., where he has provided financial advisory services since 2001. He holds a Series 65 designation and has 22 years of industry experience. In addition to investment advice, he offers estate management and trustee services, including bill payment, tax administration, and the management of charitable and non-charitable gifts. Roger F. Woodman Jr. & Co. serves individuals, trusts, estates, and charitable organizations, delivering investment supervisory and estate management services. The firm employs a fundamental analysis and long-term purchase strategy, typically managing discretionary accounts and meeting with clients at least twice annually. It accepts individual clients and uses hourly billing for certain services, also providing co-trustee roles on select trust accounts.