John Connolly is a financial advisor with LPL Financial, holding the PFS™ and Series 63 designations and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and also operates John Connolly, CPA. In addition to his advisory work, he serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Danielle Klimash is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 1998 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.

Tanner Mc Mahon is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial Services and Morgan Stanley. His background also includes a brief role in construction. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to both affiliated and third-party investment strategies.

Jessica Szafranski is a financial advisor at Edward Jones in Gorham, ME, holding a Series 66 designation with eight years of industry experience. She previously worked at St. Germain Collins for eight years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

Aaron Rogers is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at John Hancock and positions in the technology sector at Toast, Inc. and LinkSquares, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Taylor Markee is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise in Portland, ME. His prior roles include positions at The Vanguard Group and Kindred. He serves as vice chair on the Board of Directors for the Maine Women's Network. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options.

Matthew Homich is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his financial services career, his work history includes roles in the restaurant industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing comprehensive financial planning and advisory programs. The firm employs a structured planning process and offers a broad range of investment services, managing approximately $2.74 trillion in client assets.

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 with LPL Financial based in Portland, ME, holding a Series 66 designation and having 23 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc., Merrill, Bank of America, N.A., and NBT Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing various investment management strategies and technologies.

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.

Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

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.

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.

Michael Smith is a financial advisor with Ameriprise who holds a Series 66 designation and has 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Johann Azzopardi is a financial advisor with LPL Enterprise in Portland, ME, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Prudential Insurance Company of America since 2005 and previously with Pruco Securities, LLC. Outside of his advisory role, he provides service for existing property and casualty insurance policies. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.