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.

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 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.