Ryan Ackerman

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.

Stephanie Powell is a financial advisor at Snowden Capital Advisors LLC with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 66 designation. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion for a diverse client base including high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, with a notable capacity to operate across institutional and cross-border relationships.

Bruce Mclaren is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He previously worked at Chalice Wealth Advisors, LLC from 2018 to 2023 and Mascoma Wealth Management from 2015 to 2018. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach that customizes strategies based on client goals and risk tolerance, with ongoing oversight of third-party managers.

Edward Scribner is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation. He has been affiliated with Scribner Financial Services, Inc. since 2000 and joined Commonwealth Financial Network in 2023. He is based in Bradford, Vermont. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

John Trombetta is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Wells River Savings Bank since 2021 and OSAIC Institutions since 2017, alongside a long tenure at Kohls Department Store beginning in 2002. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

Bobette Scribner is a ChFC® credentialed financial advisor with 40 years of industry experience. She is currently affiliated with Commonwealth Financial Network and owns Scribner Financial Services, Inc. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operations, trading, technology, investment management, compliance, and practice-management support.