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.

Geoffrey Butts is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and four years of industry experience. He previously worked at RBC Capital Markets and T. Rowe Price, with a combined seven years of experience prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

John Cesere is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2025 to 2026, and as a Financial Representative from 2023 to 2024. In his current role, John focuses on developing financial plans that align with the specific goals and motivations of his clients and their families. John takes a collaborative approach to financial planning, emphasizing clear communication, education, and thoughtful guidance to help clients make informed decisions as their needs change. He believes that strong financial planning begins with building strong relationships and understanding what matters most to his clients. Outside of his professional career, John has interests in photography, scuba diving, soccer, surfing, and traveling.

Brian Elkevizth is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at the U.S. Department of Homeland Security and the U.S. Department of State, and he has also been involved with Nor'Easters Baseball & Softball. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Sarah Cyr is a CFP® with five years of industry experience, currently serving as a financial advisor at OSAIC since 2025. She previously worked at Lincoln Financial Securities for six years and has experience in the healthcare sector with MaineHealth. Outside of her advisory role, Sarah is also an agent involved in the sale and service of disability, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services with access to a wide range of investment options and third-party money managers, supported by various asset-allocation and portfolio management tools.

Peter Hart is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Hart coaches the varsity boys tennis team at The Waynflete School in Portland, ME. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering tailored investment strategies through various advisory programs and a combination of in-house and third-party portfolio management.

Brian Wells is a financial advisor at RBC Capital Markets with 28 years of industry experience. Prior to joining RBC in 2023, he worked for UBS Financial Services Inc for nine years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and model providers.

Richard Letellier is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 48 years of industry experience. He has worked with Cambridge since 2009 and previously held roles at First Allied Advisory Services and FFP Advisory Services. Outside of advising, he is employed at Biddeford High School in a sport, fitness, and gaming-related capacity. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management approaches and proprietary model strategies.

Ian Mcarthur is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients' risk profiles.

Reilly Tucker is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, Tucker worked in photography, real estate, and held roles at The University of Maine and The Woodlands Country Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Tyrrell Jr. is a financial advisor at OSAIC with the ChFC® designation and over 53 years of industry experience. He was previously associated with Securities America Advisors, Inc. for 10 years. Outside of his advisory role, he has been involved in life and health insurance sales since 1979. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs sophisticated asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Richard Murphy Jr. is a financial advisor with LPL Financial in Scarborough, ME, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with LPL Financial and its predecessor entities since 1991. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools for operational and research purposes.

Andrea Landini is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Martin Madden is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. His approach includes creating flexible plans that accommodate changing market conditions and clients' evolving needs, with a focus on retirement planning and income strategies. He brings expertise in serving endowments, foundations, non-profits, and defined benefit and contribution plans. Martin utilizes cash flow projections and comprehensive financial modeling to help professionals transition their retirement accounts and equity into financial freedom that supports their personal and professional aspirations. Martin holds a Bachelor's Degree from Providence College and a Master's Degree from DePaul University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a board member of SMCC and volunteers with Junior Achievement in Maine. In his personal time, Martin enjoys chess, golfing, hiking, skiing, and spending time with his family.

Kenneth Stafford is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at Securities America, in addition to operating Stafford Advisors since 1989. Outside of advisory work, he serves on the board of the Maine Health & Higher Education Facilities Authority and is a board member of Portland Air Freight, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, combining scale with a broad array of financial services and oversight of more than $819 billion in discretionary assets.

Benjamin Henchel is a financial advisor with Ameriprise in Cumberland, ME, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in managing rental properties. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Gary Rubin is a Financial Advisor with Merrill Lynch Wealth Management and Co-Founder of The Six Bridges Group. With thirty years of experience, he offers expertise in managing complex wealth situations for wealthy families and business owner clients. Gary has guided clients through multiple market cycles, maintaining a focus on discipline and long-term outcomes. He is known for his calm and thoughtful approach, helping clients navigate uncertainty with clarity and confidence. Central to his work is a commitment to building lasting relationships based on trust, listening closely, simplifying complexity, and guiding families through important financial decisions over time. Gary holds a Bachelor's Degree from Northwood University and a Personal Investment Advisor (PIA) designation. He resides outside of Portland, Maine, with his wife Carolyn and their dog, Layla. He participates in swimming, cycling, and pickleball, and serves on the board of the Orr's and Bailey Island Fire Department.

Frank Maltais is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has worked with Fidelity since 2005, progressing through various roles including Senior Account Executive, Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, he was an Investment Advisor Representative at John Hancock Financial Services. With more than 20 years of experience, Frank has partnered with families, individuals, and institutions specializing in comprehensive investment and wealth planning. He emphasizes building planning relationships through listening, keeping clients well informed, and providing proactive guidance. Outside of work, Frank and his family spend summers lobstering around Penobscot Bay. His personal interests include boating, family activities, fishing, fitness, reading, and skiing.

William Emmet is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 license and has worked in various roles at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Emmet is based in Falmouth, Maine. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James O'Clair is a financial advisor with Raymond James Financial, holding a Series 66 credential and bringing 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services Advisors, Inc. in 2022. He is also the owner of O'Clair Wealth Management, where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.