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Bruce S

Series 63, Series 66

S Portland, ME

LPL Financial

Bruce Sawyer is a financial advisor with LPL Financial in South Portland, Maine, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at TRSS Wealth Management, LLC for 18 years and has been with LPL Financial for over two decades. Outside of advising, he serves as a board member for the nonprofit Gray Water District in Gray, Maine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a variety of investment strategies, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Philip R

Series 66

S Portland, ME

LPL Financial

Philip Reed is a financial advisor with LPL Financial in South Portland, ME, holding a Series 66 designation and seven years of industry experience. He previously operated The Law Office of Philip M. Reed, LLC for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Andrew S

ChFC®, Series 63

S Portland, ME

LPL Financial

Andrew Stickney is a financial advisor with LPL Financial in South Portland, Maine, holding the ChFC® and Series 63 designations and bringing 28 years of industry experience. He has worked at LPL Financial since 2003 and previously held a position at Ameriprise. In addition to his advisory role, he is involved in selling various types of insurance products, including long-term care, disability, fixed life insurance, and fixed annuities. 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, wrap and model portfolio programs, third-party asset management access, and institutional platforms, utilizing a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas B

Series 63, Series 66

S Portland, ME

LPL Financial

Thomas Brunelle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has worked at LPL Financial since 2003 and was affiliated with TRSS Wealth Management, LLC from 2014 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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