Jacob Goff is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His prior work includes roles at Bryant University, Bates College, Dunkin, and Scarborough Public Schools. Outside of advising, he oversees the organization and completion of track and field events for high school and college students in New England through contract work connected by the United States of America Track and Field association. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet certain asset criteria, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, primarily delivering services through a centralized retirement-income consulting team.

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 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.

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 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.

Robert Wasson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Maine Medical Center and held positions at the University of New England and EventSafe Professional Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

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.

Christopher Wallace is a financial advisor with Primerica Advisors in Windham, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to his advisory role, he provides tax preparation and accounting services through Smart Business Solutions. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.