Kelly Martin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Enterprise in 2024, Martin worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Martin serves as a trustee on the University of Maine System Board of Trustees, participating in several committees including Investment and Audit. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services through a broad product platform.

Michael Martin is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Key Investment Services LLC for 14 years before joining Ameriprise in 2020. Outside of his advisory role, Martin serves as treasurer on the board of directors for Saint Francis Congregational Church in Maine. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce personalized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.