Trent Cunningham is a Series 66 licensed advisor with Key Investment Services LLC, where he has worked since 2009. He has 21 years of industry experience. Outside of his advisory role, Cunningham serves as secretary and treasurer for the Orion Way Road Association, a local road maintenance organization in Windham, Maine. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and model portfolios. The firm emphasizes client-directed investment decisions supported by non-binding advisor recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Christine Emerson is a CFP® professional with over seven years of experience in financial advisory roles. She has worked at Corient since 2026 and previously held positions at HM Payson and WIPFLI/Macpage LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Sarah Mosley is a financial advisor with Eagle Strategies (New York Life) and holds the Series 66 designation. She has 14 years of industry experience and has been with Eagle Strategies since 2013. Mosley is the owner of Mosley Financial Group and serves on the Morningstar Advisor Workstation Client Advisory Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and focuses on tailoring recommendations to client objectives and plan sponsor criteria, with a substantial portion of assets managed on a non-discretionary basis.

Sean Hussey is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Farther in Portland, ME, joining the firm in 2026 after working at Wealthshield Partners and Harborview Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a variety of asset classes including ETFs, mutual funds, equities, and fixed income.

Bryce Kronk is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Fore River Financial since 2019. He previously worked at Edward Jones from 2016 to 2019. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody services.

Colin Greening is a financial advisor at Corient with a Series 65 designation and no prior industry experience. His work history includes roles at HM Payson, Chenmark Capital, Harvard Business School, and the Toronto Maple Leafs. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Joshua Kezer is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. His work history includes multiple roles within Key Investment Services LLC and KeyBank since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence of third-party advisory products.

Jason Margeson is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with Bankers Life Securities and held positions at Great Falls Marketing and Casco Bay Steel. In addition to advising, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Bennett Gasowski is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Fidelity Investments and TD Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Chadwick Weber is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Commonwealth and 44 North Financial Partners since 2012. Outside of his advisory work, he serves as a trustee for a testamentary trust and holds ownership interests in several private entities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and technology support, allowing advisors discretion in portfolio construction across diverse securities and insurance products.

Tural Nadirli is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and has held roles at Infinity FCU and the University of Southern Maine. He also serves as an independent contractor for North Atlantic Investment Partners, a support company connected to his work through Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor investment recommendations and supports municipal and public-finance advisory work.

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 Series 66-licensed financial advisor with Morgan Stanley, based in Portland, ME, and has 18 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has previous experience with Citigroup Global Markets dating back to 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and models to support client outcomes.

April Tardiff serves as a Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she works with individuals, families, and business owners to develop personalized financial strategies tailored to their unique goals and priorities. April focuses on wealth management services that encompass retirement planning, investment management, wealth transfer strategies, and consultation for both individual and corporate clients. Her approach emphasizes understanding client needs through attentive listening to create customized financial plans that adapt to life changes. April began her financial services career in 2004 and holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from the University of Maine System and is affiliated professionally with Merrill Lynch Wealth Management. Beyond her professional commitments, April is involved with several community and cultural organizations, including Opera Maine, Portland Ovations, Portland Symphony Orchestra, and the University of Southern Maine Alumni Association. She enjoys a variety of activities such as boating, cooking, golfing, hiking, music, reading, running, skiing, spending time with her family, and practicing yoga.

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.

John Daniels is a financial advisor with Edward Jones based in Windham, ME, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Primerica Advisors and Business Networking International. In addition to his advisory work, he was involved with BrooksCapes Property Service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

James Garland is a CFP® and ChFC® with 43 years of industry experience. He has worked at Cetera and its affiliate entities since 2021, and previously spent seven years at VOYA Financial Advisors. Garland is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors and provides access to multiple program structures and third-party money managers.

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 with Fidelity who holds the Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across various fund structures.