Kevin Ferland is a financial advisor with LPL Financial in Somersworth, NH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2007 and has prior experience at Northeast Planning Associates, Inc. and Dumais & Ferland, CPA's, where he remains active. Outside of his advisory role, he is involved in selling life, health, long-term care, and group insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, combining advisory and brokerage solutions with a broad set of affiliated financial products and institutional platforms.

Thomas Gower III is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2002 and holds the Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Brady Desjardins is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at System One Holdings and LBD Homes, and his background includes four years at Niagara University and Berwick Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Michael Lebarge is a financial advisor with OSAIC in Dover, NH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at Signator Investors, Inc. for 33 years before joining Osaic Wealth, Inc. in 2018. Outside of advising, he is involved in the sales and marketing of fixed annuities and non-variable insurance through a sole proprietorship. OSAIC serves a broad mix of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by multiple program offerings and custodial arrangements.

Mark Svenson is a Series 66 licensed advisor with Merrill, based in Dover, NH, who has 13 years of industry experience. He has worked at Merrill and Bank of America since 2018 and held positions at PNC Investments from 2015 to 2018. Outside of his advisory role, he serves as co-trustee for the Linda L.C Svenson Revocable Trust. 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, pension plans, corporations, and charitable organizations.

John Cogan is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior work includes roles at Osaic Institutions, Inc., Infinex Investments, Inc., LPL Financial, and Edward Jones. Outside of his advisory work, he is president of the Coastal New England Baseball League, an adult baseball league based in Dover, NH. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Diane Hoenig is a CFP® professional with over 32 years of experience in the financial services industry. She has been with Ameriprise since 1993, serving in various capacities within the firm. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations in partnership with its financial advisors.

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.

David Avery is a financial advisor with UBS Financial Services in Arundel, ME, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS since 2009. Avery previously served on the board of directors for the Berkshire Chamber of Commerce, where he was involved in business advocacy and networking efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor portfolios and financial plans that align with 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.