John Dolloff is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as a trustee for the Maine Audubon Society. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

James Olson is a financial advisor at Morgan Stanley with 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was employed at Citigroup Global Markets from 2007 to 2009. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

April Ylvisaker Tardiff serves as a Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she develops personalized financial strategies for individuals, families, and business owners, focusing on areas such as retirement planning, wealth transfer strategies, and investment management. Beginning her financial services career in 2004, April holds several professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA). She earned her Bachelor's Degree from the University of Maine System and is affiliated with Merrill Lynch Wealth Management. Outside her professional duties, April dedicates time to supporting organizations such as Opera Maine, Portland Ovations, Portland Symphony Orchestra, and the University of Southern Maine Alumni Association.

Steven Marsanskis is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he owns a rental property in Falmouth, ME. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services through a national network of advisors.

Lucas Desmond is a CFP®-credentialed financial advisor with Edward Jones, based in Portland, ME, with 10 years of industry experience. He has been with Edward Jones since 2016 and has operated his own business since 2003. Outside of finance, he performs periodically as a professional musician with two bands. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, and managing approximately $1.01 trillion in assets.

Kathleen Shea is a financial advisor with Ameriprise in Biddeford, ME, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its predecessor entities since 1993. Outside of her advisory role, she is involved in affordable housing through Affordable Maine Homes, LLC, which renovates homes for resale, and serves on the Board of Directors for the Biddeford Saco Rotary. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies. The firm’s retirement income service uses third-party data and proprietary tools, with implementation led by clients and their advisors within a structured investment approach.

Heather Levasseur is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Advisors, CUNA Mutual Group, and Prudential Insurance Company of America. Outside of her advisory role, Levasseur serves as an election worker for the City of Saco, Maine. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, utilizing structured planning tools and committee-driven investment models.

Crayton Silsby is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes multiple roles at Fidelity and a period at Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of advanced technologies such as AI in its investment process.

Aaron Rogers is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at John Hancock, Toast, Inc., and LinkSquares, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Taylor Markee is a financial advisor with Ameriprise in Portland, ME, holding a CFP® designation and securities licenses Series 63 and Series 65. He has five years of industry experience and has worked at firms including The Vanguard Group, Inc. Markee serves as Vice Chair on the Board of Directors for the Maine Women's Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jacob Goff is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2023, and previously in other roles including education and retail. Outside of his advisory work, he is involved with the United States of America Track and Field association, providing contract support for organizing track and field events at various colleges and high schools in New England. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary process using proprietary research and tools.

Matthew Homich is a Series 66 licensed advisor at Morgan Stanley with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his financial advisory role, he held various positions in the restaurant industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory programs, employing firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services.

Kimberly Pelletier is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Prior to her financial advisory role, she was employed at Northern Light Mercy Hospital for six years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

James Branscombe is a financial advisor at LPL Financial based in Portland, ME, holding a Series 66 designation with 23 years of industry experience. His prior roles include positions at NBT Bank, Bank of America, Merrill, and Ameriprise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Nikki Theriault is a financial advisor with RBC Capital Markets in Portland, ME, holding a Series 66 designation and 24 years of industry experience. She has been with RBC Capital Markets since 2009. Outside of her advisory role, she is involved with a rental property in Portland. RBC Wealth Management serves a wide range of clients, including individual investors and institutions, offering tailored advisory programs with both discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a variety of investment managers and strategies to align with clients’ risk profiles and preferences.

Raymond Nichols Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and having 26 years of industry experience. His career includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors, among others, spanning over two decades. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, provides advisory services to registered investment companies, and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Deborah Pease is a financial advisor with Wells Fargo Clearing in Scarborough, ME, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a personal representative for her mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.

Johann Azzopardi is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he maintains a property and casualty insurance service business for existing policies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and model wealth portfolios, alongside affiliated insurance and trust services.