Kevin Ferland is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2007 and previously at Northeast Planning Associates, Inc. He is also affiliated with Dumais & Ferland, CPAs, where he has been involved for over two decades. Outside of advisory services, he is involved in selling non-variable insurance products including life, health, long-term care, and group benefits. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and access to model portfolios and research from internal and third-party sources.

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.

Michael Lebarge is a financial advisor with Osaic Wealth, Inc. 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 in 2018. Outside of his advisory role, he operates a vacation cottage rental business and is involved in the sales and marketing of fixed annuities and non-variable insurance. Osaic Wealth, Inc. serves a diverse client base—including individuals, institutions, and charitable organizations—through a large network of advisers and multiple advisory platforms. The firm employs various portfolio construction tools and offers integrated brokerage and advisory services, with a complex corporate structure and multiple third-party commercial 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 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.

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 credentials and bringing 26 years of industry experience. He has been with UBS since 2009. Avery served on the board of directors for the Berkshire Chamber of Commerce, where he was involved in guiding the chamber’s direction and leading nominations for future board members. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

John Gurski Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes work at Insperex LLC and a teaching background at Endicott College and Kennebunk High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.