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Brian B
CFP®, Series 63
Waterville, ME
LPL Financial
Brian Bernatchez is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1996, accumulating 38 years of industry experience. He is based in Waterville, Maine, and also serves as the 8th grade girls soccer coach at Messalonskee Middle School. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies implemented through discretionary and non-discretionary approaches supported by advanced operational tools.
Kathryn B
Series 66
Waterville, ME
LPL Financial
Kathryn Bernatchez is a Series 66-registered financial advisor with LPL Financial in Waterville, ME, where she has worked since 2019. She has seven years of industry experience, including three years at Stone Coast Fund Services prior to joining LPL. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized 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 been associated with LPL Financial since 2022 and has previous work experience including roles with RSU 18 School District and Beachbody. Outside of her advisory work, Oliver is a girls' soccer coach and serves on the board of a local nonprofit school district, and also works part-time at the Snow Pond Center for the Arts. 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 variety of advisory and brokerage services with an emphasis on customizable investment strategies and operational support tools for its network of over 22,800 advisors.
Alexis B
Series 66
Waterville, ME
LPL Financial
Alexis Bowman is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. Prior to joining LPL in 2022, Alexis held roles at All Pro and Thomas College and has been involved with the Town of Freedom Cemetery Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a wide range of investment and financial planning solutions.
Katherine H
Series 66
Waterville, ME
LPL Financial
Katherine Higgins is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. Her prior roles include working at Silverstein Law, P.A., and involvement in retail and university settings. She is also a commissioned notary public in Waterville, ME. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Albert L
CFP®, Series 63
Waterville, ME
LPL Financial
Albert Languet III is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® and Series 63 designations and has been with LPL Financial since 1996. Languet is also the owner of Tres Reyes, a business unrelated to securities trading. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and a large network of investment adviser representatives.
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