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Brian B
CFP®, Series 63
Waterville, ME
LPL Financial
Brian Bernatchez is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 1996. He is based in Waterville, Maine, and coaches 8th grade girls soccer at Messalonskee Middle School. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of advisors, offering a range of financial planning, advisory programs, and retirement consulting services.
Kathryn B
Series 66
Waterville, ME
LPL Financial
Kathryn Bernatchez is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She previously worked at Stone Coast Fund Services for three years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.
Chelsey O
Series 66
Waterville, ME
LPL Financial
Chelsey Oliver is a financial advisor with LPL Financial in Waterville, ME, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2022 and has been involved with Regional School Unit 18 in various capacities since 2013. Outside of financial advising, she coaches girls' soccer and serves on a nonprofit board for RSU 18, in addition to working part-time at the Snow Pond Center for the Arts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.
Alexis B
Series 66
Waterville, ME
LPL Financial
Alexis Bowman is a financial advisor with LPL Financial in Waterville, ME, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, Alexis worked at All Pro and held roles at Thomas College and in the restaurant and public service sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches.
Katherine H
Series 66
Waterville, ME
LPL Financial
Katherine Higgins is a financial advisor with LPL Financial in Waterville, ME. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, she worked at Silverstein Law, P.A., and has experience in other fields including retail and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and planning services, utilizing discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.
Albert L
CFP®, Series 63
Waterville, ME
LPL Financial
Albert Languet III is a CFP® professional with over 31 years of industry experience, currently affiliated with LPL Financial since 1996. He is based in Waterville, ME, and has been involved in investment-related business activities including ownership of Tres Reyes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations, offering a range of financial planning and advisory services supported by extensive research and multiple investment strategies.
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