Zachary Rubin is a financial advisor with Kingfisher Capital Management LLC in York, Maine, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Camden Wealth Management and Deutsche Bank Securities Inc. He also serves as a non-fiduciary administrative co-trustee for the Simson trusts, a family trust, dedicating approximately 10 hours per month. Kingfisher Capital Management LLC is a single-advisor registered investment adviser serving primarily high-net-worth individuals. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to provide discretionary portfolio management and ongoing monitoring.

David Mongeau is a financial advisor with Chess Financial Planning LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at LPL Financial, LLC and WCG Wealth Advisors, LLC. Mongeau is also a licensed insurance producer and an Enrolled Agent providing tax-preparation services. Chess Financial Planning delivers financial planning and investment advisory services primarily to individual clients and very small employer retirement plans. The firm emphasizes plan-driven investment advice, using low-cost ETFs and mutual funds, and operates on a non-discretionary basis with largely virtual client interactions.

Jared Chase is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Motley Fool Wealth Management, Fidelity Brokerage Services, and other firms. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary, focusing on long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers coordinated tax and advisory services through an affiliated entity.

Michael Murray is a financial advisor with Principal Financial Services based in Sanbornville, NH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Lincoln Financial Securities Corporation before joining Principal in 2018. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Heather Martin is a financial advisor with Morgan Stanley in York, ME, holding a Series 63 designation and 15 years of industry experience. Her prior work includes roles at E*TRADE Securities LLC and Stockcross Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Richard Driscoll is a financial advisor at Osaic with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Everbank and Securities America Advisors, Inc. Driscoll is also licensed as a life insurance agent, focusing on annuities and fixed index life insurance. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process incorporating risk tolerance assessments and portfolio optimization, supporting a wide range of investment options and advisory programs.

Michael Stevenson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He worked at Lincoln Financial Securities Corporation for 12 years before joining LPL Financial in 2020. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial product offerings.

Jessica Jourdain is a financial advisor at Edward Jones with 23 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she works as a Walmart Spark driver, making grocery deliveries in Sanford, ME. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Chad Liston is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked at Metlife Securities and Metropolitan Life Insurance Company before joining Mass Mutual in 2017. Outside of his advisory role, he is involved as an insurance agent and has interests in real estate through ownership and management of rental properties and a real estate LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative financial planning engagements using firm-approved software and delivers written recommendations focused on investment categories and strategies.

Sean Dumont is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a co-owner of a four-unit apartment building in Sanford, Maine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Monroe is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience, including over two decades at Mwa Financial Services, Inc. Monroe is also a board member of River of Life Church, a religious organization. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Gregory Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Junior Warden on the Vestry of St. John the Baptist Episcopal Church, participating in property management and church operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a managed-account program and periodic plan reviews, emphasizing planning delivered through a large network of financial advisors rather than institutional portfolio management.

Lance Hoenig is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns LDH Group, which holds investment property and a local office in Kennebunk, Maine. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brittany Baylor is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she sells produce from her home garden in Middleton, NH. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Daniel Smith is a financial advisor with UBS Financial Services in York, Maine, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he acts as a trustee for an irrevocable insurance trust, authorizing annual life insurance payments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm’s advisors use proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Thomas Scala is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Enterprise in the sales division and various positions in hospitality and construction. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dana Pelkey is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America and its related entities for over 20 years. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm’s approach centers on model portfolios developed by its research team and third-party strategists, offering both discretionary and non-discretionary financial planning and access to various asset management programs.