Amanda Kabantu is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, she held various roles including positions at Bentley University and as a waitress at Bruno’s Restaurant in Portland, Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Stevenson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. His current practice is based in York, Maine. 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, using a range of investment strategies and advisor support tools.

Scott Dow is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Ameriprise since 2016 and has independent insurance brokering experience involving disability income, universal life, and long-term care insurance through firms such as Northwestern Mutual, Brighthouse Insurance, and Allianz. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and annual advice on income sources and tax-aware withdrawal strategies.

Andrew Thomas is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following nine years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Quang Nguyen is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of advising, Nguyen is a partner-owner of seafood businesses Fishermen's Net and Mua Lobster LLC, and serves on the board of Lee Auto Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Kelsey Daniels is a financial advisor with Primerica Advisors in Biddeford, ME, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Daniels has worked at Primerica Advisors since 2002 and previously spent 20 years at CitiGroup. Outside of advising, Daniels is involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies managed by third parties.

Jeffrey Bennert is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 23 years. Bennert is also involved with Sun Bay Financial, a support company, and has experience investing in real estate through his sole proprietorship, Ivy Properties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Colleen Howard is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, she was with MFS Fund Distributors, Inc. for six years. Outside of her advisory role, she is involved with Orange Theory Fitness. Morgan Stanley Wealth Management serves 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 using firm-approved tools and modeling techniques.

Dustin Fier is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he progressed through several positions within Fidelity, including Planning Consultant from 2021 to 2022 and Investment Consultant from 2020 to 2021. His earlier experience includes roles such as Retirement Planner at HUB International from 2016 to 2020, Retirement Education Specialist at Norton Financial Services from 2014 to 2016, Financial Advisor at USAA Financial Services from 2010 to 2014, and Financial Representative at Northwestern Mutual from 2008 to 2010. Throughout his career, Dustin has focused on personalized financial planning and collaboration to help clients build value and trust. He uses a variety of tools and resources to address the financial goals important to his clients and their families. He holds a California Insurance License. Outside of his professional work, Dustin enjoys activities such as camping, hiking, outdoor adventures, running, skiing, and traveling.

Leah Bartley is a Financial Advisor with Merrill Lynch Wealth Management. She has been providing personalized financial guidance since becoming a Financial Advisor in 2003. Leah focuses on building long-term relationships with individuals, families, retirees, business owners, and retirement plan sponsors, offering expertise in areas such as retirement planning, wealth management, executive compensation, and philanthropic planning. Leah holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA®), Accredited Asset Management Specialist™ (AAMS®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She completed her education at the University of New England with a High School Diploma/GED. Her approach emphasizes understanding clients' unique priorities and creating strategies aligned with their financial goals. Leah's personal experiences, including caring for her parents, have influenced her commitment to compassionate and thoughtful financial planning. Outside of her professional role, she has been recognized with the Presidential Volunteer Service Award for her community involvement.

Craig Smith is a financial advisor with Equitable Advisors in Portland, ME, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and Tyler Technologies. Outside of finance, he has been involved with the Amputee Association of Maine and managed the Fore On 4 Driving Range. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, offering diversified investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Seymour is a Series 66-registered financial advisor with Edward Jones, based in South Portland, ME. He has 14 years of industry experience and has been with Edward Jones since 2011. 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 wide range of investment strategies supported by a large nationwide network of advisors and branch offices.

Aaron Wallof is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2025, he worked at Prudential Insurance Company of America and Pruco Securities from 2015 to 2023. He also worked as a delivery driver for DoorDash from 2023 to 2025. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Christopher Gagnon is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate entities since 2005. Outside of his advisory role, he serves on the boards of Andwell Health Partners and the Cumberland/North Yarmouth Little League. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement service uses proprietary research and tools, with enrollment criteria that include a minimum investable assets threshold and preference for Ameriprise-managed accounts.

Jasmine Ferrante is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various positions across multiple sectors including education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a systematic investment process that combines proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Kimborowicz is a financial advisor with Edward Jones in South Portland, ME. She holds the Series 66 designation and has two years of industry experience, including eight years at Hannaford prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Susan Gilpatric is a financial advisor with Wells Fargo Clearing in Portland, ME, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she co-owns and manages Smart Storage Inc. with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Natalya Robbins is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, she worked at Pruco Securities, LLC for 23 years. Robbins hosts monthly Zoom seminars focused on women’s financial topics. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

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.

James Davis III is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 credential and has worked at Raymond James Financial and its affiliated entities since 2002. Outside of advisory services, he is involved as a non-variable life insurance agent and owns a fixed product agency. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports clients through advisory programs, with a distinctive focus on municipal and public finance as well as SIMPLE IRA Employer Advisory & Consulting Services.