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.

Tammy Lavertue is a financial advisor with Ameriprise in Sanbornville, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at LPL Financial for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of her advisory role, she is involved in independent insurance brokering and owns a tax preparation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm provides personalized, research-driven recommendations and combines advisory, brokerage, and insurance solutions through its large institutional platform.

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.

Margaret Murray is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2023 and is also affiliated with Northeast Planning Associates, where she has been involved since 2019. Outside of her advisory role, she is a licensed notary public in the State of New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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 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.

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.

Bethany Goodrich is a CFP® professional with four years of industry experience. She is currently with LPL Financial and previously worked at Cornerstone Financial Planning, LLC and TPS Group. Outside of her advisory role, she is involved in a real estate rental business with a family member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Brendon Canavan is a CFP® and CFA® with eight years of industry experience. He currently works at Stifel and previously held positions at Columbia Management Investment Distributors, Eaton Vance Management, and Bates College. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.