Clark Paul Welch

Alexander Fallon is a financial advisor with Empower Advisory Group in Limerick, ME. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Fifth Third Bank, and Alliance Financial Group. Fallon also has experience working at golf clubs and in construction earlier in his career. Empower Advisory Group provides financial planning and investment management services primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s approach emphasizes long‑term portfolio returns and integrates tightly with affiliated entities for recordkeeping and brokerage execution.

Joshua Wilson is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Commonwealth Financial Network and previously worked at PIN Wealth, LLC, Purshe Kaplan Sterling Investments, Inc., Securities America, Inc., Securities America Advisors, and National Planning Corporation. Outside of advisory work, he co-owns PIN Insurance, Inc., which facilitates fixed insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custodial services.

Jessica Putnam is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones for seven years before joining Ameriprise Financial Services LLC, where she is currently based in Naples, ME. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.

Marjorie Amico is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 38 years of industry experience. Her career includes long tenures at Waddell & Reed, Inc. and various insurance carriers before joining Cetera in 2022. Outside of her advisory role, she is a co-owner of Queen House, LLC. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of advisors, offering a range of portfolio management, retirement services, and financial planning solutions. The firm operates a multi-manager platform with diverse program options and oversees approximately $256 billion in assets.

Michael Lee is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2024, he worked at NEXT Financial Group for 11 years and has held positions at several other firms since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Christopher Coburn is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Ameriprise since 2017 and previously spent nine years with UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.