Kerri Allen is a Certified Financial Planner® with 21 years of industry experience. She is currently with Root Financial Partners and has previously worked at TFC Financial Management, Boston Wealth Strategies, and Baystate Financial. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a primarily passive investment approach with diversified portfolios based on index mutual funds and ETFs, supplemented by fundamental and technical analysis and due diligence on third-party sub-advisers.

Stephen Craig is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. He has worked at multiple firms including Bank of America Merchant Services and Franklin Memorial Hospital, with no prior industry experience before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Doane is a financial advisor with LPL Financial and Camden National Bank, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with both firms since 2014. Outside of his advisory roles, he is involved with Camden Financial Consultants, a business related to his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.