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 at Fidelity with 17 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His work history includes multiple roles at Fidelity and a period at Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of advanced technologies such as AI in its investment process.

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 five years of industry experience. His prior work includes roles at John Hancock, Toast, Inc., and LinkSquares, Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Taylor Markee is a financial advisor with Ameriprise in Portland, ME, holding a CFP® designation and securities licenses Series 63 and Series 65. He has five years of industry experience and has worked at firms including The Vanguard Group, Inc. Markee serves as Vice Chair on the Board of Directors for the Maine Women's Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jacob Goff is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2023, and previously in other roles including education and retail. Outside of his advisory work, he is involved with the United States of America Track and Field association, providing contract support for organizing track and field events at various colleges and high schools in New England. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary process using proprietary research and tools.

Matthew Homich is a Series 66 licensed advisor at Morgan Stanley with five years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021. Prior to his financial advisory role, he held various positions in the restaurant industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing financial planning and advisory programs, employing firm-approved planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services.

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.

Raymond Nichols Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and having 26 years of industry experience. His career includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors, among others, spanning over two decades. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, provides advisory services to registered investment companies, and employs systematic methodologies including AI and long-term asset allocation benchmarks.

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.