Robert Corey is a CFP® professional with 23 years of experience in the financial advisory industry. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is a fee-only independent advisory practice serving individuals, high-net-worth clients, trusts, and business entities with comprehensive financial planning, investment advice, and tax preparation. The firm manages approximately $56 million in client assets on a non-discretionary basis, focusing on diversified portfolios using no-load mutual funds and ETFs, and integrates CFP®-level planning with Enrolled Agent tax services.

Kenneth Daley is a financial advisor at Azimuth Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Azimuth Capital Management since 2012. Outside of his advisory role, he owns and operates Focused Fitness Ultimate Edge Karate, where he teaches martial arts classes twice a week. Azimuth Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate clients. The firm employs a fundamentally oriented, long-term investment approach, offering tailored portfolios constructed from low-cost mutual funds, ETFs, individual securities, and unit investment trusts, with continuous monitoring and periodic reviews.

Craig Stevens is a financial advisor with Maine Center for Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Maine Center for Wealth Management since 2010 and also operates Stevens Law Offices, PA, where he practices estate planning. Stevens serves as an independent insurance agent offering life and annuity products and manages Dirigo Ventures LLC, a property management business. Maine Center for Wealth Management provides wealth management, discretionary portfolio management, and financial planning to individuals, families, trusts, estates, retirement plans, and businesses. The firm constructs portfolios tailored to clients’ investment objectives and risk tolerance, emphasizing ETFs over mutual funds and typically managing assets on a discretionary basis.

John Duval Sr. is a financial advisor with Kelly & Associates, LLC in Manchester, ME, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Kelly & Associates since 2015 and concurrently operates John Duval Associates, a litigation consulting business where he serves as owner and expert witness in FINRA securities cases. Kelly & Associates, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and low-turnover asset-class investing, managing client accounts primarily on a non-discretionary basis and incorporating tax-aware strategies.

Jac Arbour is a CFP® and ChFC® with 10 years of experience in financial advising. He is the managing member of J.M. Arbour, LLC and has worked there since 2016, with prior experience at Foundations Investment Advisors, LLC and Combined Benefits United. Outside of his advisory role, Arbour is involved in personal development coaching and serves as CEO of ARMO Sourcing, LLC and MasterFi, Inc., a SaaS company providing financial guidance through AI. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, including high-net-worth clients. The firm offers discretionary portfolio management and retirement plan consulting, utilizing sub-advisers and third-party model providers for asset allocation and rebalancing, and manages series-structured private funds with performance-based allocations.

Miles Whitlock is a financial advisor with J.M. Arbour, LLC, holding the ChFC® designation and Series 65 license, and has nine years of industry experience. He previously worked at Foundations Investment Advisors, LLC for six years and has operated as an independent agent with Combined Benefits United since 2016. J.M. Arbour, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages client portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

Nicholas Sickinger is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Murphy Karpie Connelly & Sickinger, LLC and teaching positions at Colby College, Joel Barlow High School, and John Read Middle School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages model portfolios primarily through sub-advisers and third-party providers and serves as investment manager for series-structured private funds.

William Cummings is a financial advisor with J.M. Arbour, LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. He previously worked at Foundations Investment Advisors LLC, TD Bank, and Axa Advisors, LLC. Outside of his advisory role, he is the president and founder of W. Sinclair Holdings LLC, a benefit counseling and business consulting firm. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, managing portfolios primarily through sub-advisers and third-party model providers. The firm also manages private credit and venture fund series and offers retirement plan consulting.

Nathan Nichols is a financial advisor at GRP Retirement Planning with nine years of industry experience. He holds a Series 65 designation and has previously worked at firms including Advisory Alpha, LLC and Planners Alliance LLC. Nichols is also president of Gosline Retirement Planning, where he provides insurance services, education, and consulting. GRP Financial Services is an SEC-registered firm that manages approximately $110 million for individuals, businesses, non-profits, and municipal clients through a five-advisor team. The firm offers discretionary investment management and financial planning, tailoring portfolios to client goals and risk tolerance, and provides employer-sponsored financial education and virtual seminars.

Jacob Coan is a financial advisor at GRP Retirement Planning with a Series 65 designation and three years of industry experience. He has held roles at GRP Financial Services, Gosline Retirement Planning, Advisory Alpha, LLC, Summit Real Estate, and Gosline Insurance Group. Outside of advising, Coan has experience as a real estate sales agent. GRP Financial Services is an SEC-registered advisory firm serving individuals, businesses, non-profits, and municipal entities through a five-advisor team. The firm offers discretionary investment management and financial planning, tailoring portfolios to client goals and risk tolerance, and provides employer-sponsored financial education and virtual seminars.

Lance Harder is a financial advisor with GRP Retirement Planning in Farmingdale, ME, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at multiple firms such as Advisory Alpha, LLC and Pruco Securities LLC. GRP Financial Services is an SEC-registered advisory firm serving individuals, businesses, non-profits, and municipal entities with discretionary investment management and financial planning. The firm employs a tailored investment approach and offers employer-sponsored financial education and virtual seminars.

Brittany Cates is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. Prior to joining J.M. Arbour Wealth Management, she worked at Nale Law Offices for eight years and has been self-employed as an artist since 2020. Outside of finance, she creates oil paintings and is involved in advertising her artwork. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities. The firm offers discretionary portfolio management and financial planning, managing client strategies primarily through sub-advisers and third-party model providers, and serves as the investment manager for series-structured private funds.

Gavin Stern is a financial advisor at J.M. Arbour, LLC with a Series 65 credential and one year of industry experience. Prior to joining J.M. Arbour, he held positions at the Hudson Institute and worked at various educational and recreational organizations. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and serving as investment manager for series-structured private funds. The firm utilizes sub-advisers and third-party model providers to implement client strategies and is notable for managing private credit and venture fund series with performance-based allocations.

Troy Knowlan is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Compass Securities Corp. since 2000. In addition to his advisory role, he serves as controller of O'Connor GMC, Inc., where he manages the accounting and finance departments of the auto dealership. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach focused on asset allocation and efficient-frontier portfolio optimization using a variety of investment vehicles, and operates as a fee-only investment manager.

James Lowell is a financial advisor at J.M. Arbour, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC and Clark Insurance. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities. The firm manages discretionary portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

John Bandstra is a financial advisor at GRP Retirement Planning with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lincoln International and KPMG LLP. GRP Financial Services is an SEC-registered advisory firm managing approximately $110 million for individuals, businesses, non-profits, and municipal entities. The firm offers discretionary investment management and financial planning through a five-advisor team, tailoring portfolios to client goals and providing employer-sponsored financial education and virtual seminars.

Matthew Gosselin is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. Prior to joining J.M. Arbour, he held roles at PepsiCo, Thomas College, Newberry College, Maine Community Bank, FunZ Trampoline Park, and Saint Dominic Academy and Regional High School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm is notable for managing series-structured private funds and utilizing model-provider marketplaces in its investment approach.

Damian Smith is a financial advisor at Creative Financial Designs, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, Damian provides biblical counseling and discipleship coaching through a nonprofit activity focused on supporting men using scripture. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm uses a research-driven investment process that includes Biblical Responsible Investing strategies and offers both discretionary and non-discretionary management across a range of portfolio options.

Joseph Bean is a financial advisor at Simplicity Wealth with Series 63 and Series 65 designations and one year of industry experience. He has a background in insurance sales through Principled Agency and has been involved in energy sales and property management activities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm uses a model-driven, fund-of-funds investment approach combined with proprietary and third-party model portfolios and provides technology and operations services such as a Managed Account Program and back-office support to advisers and intermediaries.

Dean Jackman is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and two years of industry experience. His prior work includes roles at Ameriprise and community-focused positions such as at Kennebec Valley Community Action Program. He is also involved with Fourteen Forty Financial, LLC, managing an advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while delivering discretionary model portfolios and customized program structures.

Kenneth Nott is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2006 and is a co-owner of Duncklee & Nott, a private entity facilitating securities, advisory, and insurance business. Outside of his advisory work, he coaches junior varsity girls' soccer in Farmingdale, Maine. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and back-office support. The firm offers multiple portfolio management options and distinct program structures, supporting advisors with operations, technology, compliance, and practice management.

John Burrell Jr. is a financial advisor with Eagle Strategies (NY Life) based in Gardiner, ME, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at Eagle Strategies since 2023 and is also associated with NYLIFE Securities, LLC and New York Life Insurance Co. Additionally, he operates Top Flight Financial and Insurance Services, brokering non-registered insurance products alongside his advisory work. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Erika Barden is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she held various roles in the hospitality industry. She is also an insurance agent with Bankers Life & Casualty, Inc., licensed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Lucas Mc Daniels is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Key Investment Services and KeyBank since 2015. Outside of his advisory role, he is a landlord for an apartment above his home in Randolph, Maine. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and collaborates with third-party managers such as BNY Mellon Advisors, Inc.

Michael Trenholm is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 33 years of industry experience. He has been affiliated with Central Maine Financial Services and Commonwealth Financial Network since 1997 and has been operating under his own name since 1987. Outside of advising, he is a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, and compliance, while allowing them discretion in portfolio construction.

David Farago is a financial advisor with Ameriprise Financial Services, LLC in Manchester, ME, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and Federal Distributors before joining Ameriprise in 2020. Outside of his advisory role, he co-owns a franchise business focused on indoor simulation golf and serves on the board of directors for Spectrum Generations. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations delivered by a centralized consulting team in partnership with clients’ advisors.

Scott Blanche is a Wealth Management Advisor with Merrill Lynch Wealth Management in Jenkintown, Pennsylvania. He has been with Merrill Lynch since 1996 and brings over 34 years of experience in wealth management. Scott leads a team serving a select group of referred clients and multiple generations of families, focusing on personalized financial strategies tailored to individual long-term goals. Scott’s expertise includes family wealth management, retirement income planning, college education planning, divorce transition planning, and investment consulting for defined contribution plans. He holds the Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) designations, which support his work with retirement plans such as 401(k)s and 403(b)s. Scott emphasizes close personal attention and client education to foster trusted relationships and customized, goals-based strategies addressing risk tolerance, liquidity needs, and overall objectives. Scott earned his bachelor’s degree from Rutgers University in 1991. Outside of his professional responsibilities, he enjoys spending time with his wife and two children at their home in Huntington Valley and at their lake property in Maine. He is involved in his community through participation with organizations such as the Cobbosseecontee Lake Association and the Friends of Cobbosseecontee Watershed.

Samuel Mondonedo is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has a background with the Military Sealift Command and Maine Maritime Academy. Outside of his advisory role, he is also associated with Mendall Financial Group LLC as an employee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling.

Carol Gilbert Tondreau is a financial advisor with Ameriprise in Augusta, ME, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1996. Outside of her advisory role, she serves on the Board of Directors for the Calumet Educational Endowment Committee and holds officer positions with the Apple Ridge Subdivision Homeowners Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, using a centralized consulting team to provide non-discretionary, research-driven recommendations in partnership with advisors like Ms. Tondreau. The firm combines modeling and tax-efficiency analysis and provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Kathryn Carter is a financial advisor with LPL Financial in Augusta, ME, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with LPL Financial and its predecessor firms since 1994. Outside of her advisory role, she conducts non-variable insurance business through a broker general agency. 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 wide range of investment delivery options supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and annuities.

Blaine Guido is a financial advisor at Edward Jones in Manchester, ME, with eight years of industry experience. He holds the Series 66 designation and previously worked at Central Maine Motors and Thomas College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 advisors. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carl Marsh is a financial advisor at LPL Financial with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with LPL Financial since 2010. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jason Morin is a financial advisor at Edward Jones in Hallowell, ME, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Southern Maine Finance Agency, TD Bank NA, and RMS/Guild Mortgage, among other roles. 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 and investment solutions supported by a network of more than 23,700 financial advisors nationwide.

Julie Lucas is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Matthew Rittenhouse is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services, Baystate Financial, and Mass Mutual Life Insurance Company since 2020. Prior to his financial advisory roles, he was involved with MyEVV, Interchange Group, and Christopher Newport University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software for goal analysis and structured annual planning relationships.

Jason Macdonald is a financial advisor with Ameriprise in Falmouth, ME, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, he serves as a youth hockey referee. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Samuel Oppenheim is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Mattress Firm from 2015 to 2019. Oppenheim holds the Series 66 designation and is based in Augusta, Maine. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Patrick Brennan is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 17 years. Outside of his advisory role, he is involved in life and health insurance sales through Brennan Partners Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by sophisticated investment tools and access to multiple custodial platforms.

Eliot Sergent is a Series 66-credentialed financial advisor with Edward Jones in Augusta, ME. He began his career with Edward Jones in 2025 and has prior experience in various roles at companies including Charter Communications and Home Solutions USA LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Gail Conley is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has worked at LPL Financial and Kennebec Savings Bank since 2016, where she also serves as Director of Investment Services. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tracy Cunning is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones for six years. Tracy is also the owner of Late Apex Holdings, LLC, and serves as a 1099 contract employee of Fourteen Forty Financial LLC, an Ameriprise franchise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

Kimberly Mackenzie is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2020. Her prior experience includes roles at key Investment Services LLC and KeyBank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Rachael Siegfriedt is a financial advisor with Edward Jones in Monmouth, ME, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at the New York City Department of Investigation and Hilco Global. Outside of her advisory role, she is involved in residential property management in Biddeford, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Danielle Valleau is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. She has worked at Raymond James since 2009 and was previously with Thomas M Hastings LLC. She also operates a support company, Danielle Valleau LLC, which supports her advisory business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation-support services rather than discretionary management.

Patricia Flagg is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes long-term roles at Avantax Advisory Services and related entities before joining Cetera in 2025. She serves on the board of directors and is a past president of the Maine Association of Professional Accountants and owns a tax preparation and accounting business, Flagg Financial. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with unique retirement and trust capabilities.

Sarah Dunckel is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on multiple local nonprofit boards, including Friends of the Kennebec River Rail Trail and Augusta Trails, and acts as treasurer for Beta Sigma Phi and the BOLM Board. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.