Kevin Obrien is the president and owner of Creative Financial Strategies, Inc. in Littleton, NH, where he has worked since 1993. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. In addition to his advisory role, Obrien serves as treasurer and board member of Mountain Top Telecom, Inc., a wireless internet service provider. Creative Financial Strategies, Inc. provides financial planning, investment management, tax preparation, business advisory, and insurance product services to individuals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers a range of engagement types and delivers advice primarily on a non-discretionary basis, managing portfolios both directly and through third-party platforms.

Gerard Jones is the principal of Gerard Asset Management, L.L.C. in Waterford, Vermont, with 30 years of industry experience. He has led his independent firm since 1994. In addition to his advisory role, he maintains a part-time law practice specializing in estate planning, elder and disabled persons law, and financial planning. Gerard Asset Management provides discretionary investment management and supervisory services to individuals, trusts, estates, business entities, and charitable organizations. The firm tailors investment programs to clients’ financial goals and risk tolerance, using a combination of fundamental, charting, and technical analysis, and conducts quarterly account reviews.

Bruce Mclaren is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 66, and 65 licenses and having 11 years of industry experience. He previously worked at Chalice Wealth Advisors, LLC from 2018 to present and at Mascoma Wealth Management from 2015 to 2018. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform and integrates insurance-linked account management alongside affiliated financial entities.

Michael Green is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked in veterinary and music-related roles. He is also the owner and manager of The Original Rebel LLC, a music entertainment business providing services for public and private events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Mac Connell is a financial advisor with Raymond James & Associates in Franconia, NH, holding a Series 66 designation and six years at Raymond James following five years with Learfield IMG College. In addition to his advisory work, he serves as a part-time ski lift operator at the local Cannon Mountain to help maintain access for youth in the community. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and municipal advisory services.

Steven Bissonnette is a CFP® with 19 years of industry experience, currently advising at Ameriprise Financial Services, LLC. His prior roles include positions at LPL Financial and Edward Jones. Outside of financial services, he is an ordained minister, serves as chairman of a local bus board, and crafts custom-built guitars. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored planning advice and written recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Kim Shillieto is a financial advisor with Edward Jones in Littleton, NH, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory work, she serves as chairman of the board for Profile School in Bethlehem, NH and is president of Old Hops Farm Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Timothy Curran is a CFP® with 36 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with Metlife Securities Inc. for nearly three decades. Additionally, he is an independent insurance agent with Curran Financial Group, LLC, focusing on life, disability, property and casualty, and other insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to create tailored recommendations for clients.

Alan Marcelle is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has seven years of industry experience. His prior work history includes roles at Community Services Financial Group and time spent with various firms and positions in unrelated fields. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Jamie Fagan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with J.P. Morgan Securities since 2008 and also serves as an employee of JPMorgan Bank, enabling him to offer certain bank deposit and credit products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering non-discretionary programs supported by centralized due diligence and ESG eligibility processes.

Shawn Millerick Sr. is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Voya Financial Advisors and Millerick & Associates, where he serves as president. In addition to his advisory work, he is a board member and treasurer for the nonprofit Next Level Living, overseeing its financial and governance matters. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services, allowing advisors to utilize model portfolios, third-party managers, or bespoke strategies.

Joseph Gallant is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Cetera and has held positions at VOYA Financial Advisors and Cetera Wealth Services. Outside of his advisory roles, he is an independent insurance agent and a partner in several financial services ventures. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Julia Prisco is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Her career includes roles at Raymond James & Associates and Beacon Wealth Management, LLC, as well as nearly a decade at Terrie O'Connor Realtors prior to entering financial services. In addition to her advisory work, she is the owner of Buttonwood Point LLC, a support company based in Littleton, New Hampshire. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, employing risk profiling and modeling tools, and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Marc Prisco is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior roles include positions at iCapital Markets LLC, JP Morgan & Co, and various affiliates of Raymond James. Outside of finance, he owns Buttonwood Services LLC, a farm-related business producing maple sugar products and woodworking for a limited clientele. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports municipal and public finance work through an affiliated municipal advisor.

Ashley Ball is a financial advisor at Cetera with three years of industry experience. She holds the Series 66 designation and has worked with Joseph C. Gallant as an operations manager, handling client servicing and administrative duties. Ball's background includes roles in healthcare and staffing prior to her current financial services positions. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using multiple program structures and investment approaches.

Glenn Gardner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 36 years of industry experience. He has previously worked at Next Financial and Sentra Securities Corporation, among others. Outside of his advisory role, Gardner is involved in tax preparation and accounting services through Union Street Advisors LLC. 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 advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Steven Aiken is a financial advisor with LPL Financial based in Littleton, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior experience includes roles at Commonwealth Financial Network, Infinex Investments, Meredith Village Savings Bank, and Cetera Investment Services. Outside of advising, he serves as a Select Board Member with the Town of Meredith. 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 advisory and brokerage services supported by extensive resources, including model portfolios, third-party asset management, and various financial products.