Heather M Verrill

Hyla Fahsholtz is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Key Investment Services in 2023, Fahsholtz worked at TD Bank N.A. and TD Private Client Wealth LLC from 2014 to 2023. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation and oversight from KeyCorp affiliates, serving a broad client base primarily on a non-discretionary basis.

Melissa Groves is a financial advisor with Edward Jones in Auburn, ME, holding a Series 66 designation and having nine years of industry experience. Prior to her current role, she worked at Pine Tree Orthopedic and Rite Aid. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Ronald Trahan is a financial advisor with Edward Jones in Turner, ME, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2023, he worked for the Gosline-Murchie Agency for 11 years. Outside of his advisory role, he serves as a high school basketball official in Brunswick, ME. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Benjamin Holmes is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Preferred Therapy Solutions, North Country Associates, Rehab Care, Uhaul Moving and Storage, and Husson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Trevor Gay is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, his work history includes roles at USCIS, College Possible, and the University of Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Stephen Carew is a financial advisor with LPL Financial in Auburn, ME, holding Series 63 and Series 65 qualifications and bringing 31 years of industry experience. His career includes positions at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. He is a partner in BGA Advisors, Inc., which owns a stake in Varney Retirement Services LLC, where he is also a partner involved in the sales and servicing of employer-sponsored retirement plans and individual investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a broad array of investment strategies and operational tools.