Tural Nadirli is a Series 66-licensed financial advisor with Raymond James Financial in Portland, ME, bringing seven years of industry experience. Prior to joining Raymond James in 2025, he worked at Edward Jones for seven years and Infinity FCU for four years. He also serves as an independent contractor at North Atlantic Investment Partners, a support company through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through advisory programs and partnerships.

John Dolloff is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as a trustee for the Maine Audubon Society. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

James Olson is a Series 66-licensed financial advisor with Morgan Stanley, based in Portland, ME, and has 18 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has previous experience with Citigroup Global Markets dating back to 2007. Morgan Stanley Wealth Management serves both 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 that utilizes firm-approved tools and models to support client outcomes.

April Ylvisaker Tardiff serves as a Resident Director and Senior Vice President - Wealth Management Advisor with Merrill Lynch Wealth Management. In her role, she works with individuals, families, and business owners to develop personalized financial strategies tailored to their unique goals, values, and priorities. She provides comprehensive wealth management services including retirement planning, wealth transfer strategies, banking and lending solutions, and investment management. Beginning her financial services career in 2004, April holds the designations of Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). She also has a Bachelor's Degree from the University of Maine System. Her client focus areas include college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, individual and corporate investment strategies, and retirement income. In addition to her professional responsibilities, April supports organizations that enrich the community and contribute to Maine's cultural vitality. Her community involvement includes Opera Maine, Portland Ovations, Portland Symphony Orchestra, and the University of Southern Maine Alumni Association. Personal interests include boating, cooking, golfing, hiking, music, reading, running, skiing, spending time with family, and yoga.

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.

Crayton Silsby is a financial advisor with Fidelity who holds the Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across various fund structures.

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.

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 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.