Mark Svenson is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, with prior experience at PNC Investments. Outside of his advisory role, he serves as co-trustee for a family revocable trust. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients, including individuals, high-net-worth individuals, and institutional accounts.

Eric De Lorey is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones in Rochester, NH since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

John Cogan is a financial advisor with Ameriprise in Portsmouth, NH, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Osaic Institutions, Inc. and Infinex Investments, Inc. Outside of his advisory work, he serves as president of the Coastal New England Baseball League, an adult baseball league. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Alexander Wallace is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked in roles including strategic maintenance and marine engineering consulting. Outside of his advisory work, he is an owner and property manager of a rental property in Dover, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.