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.

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.

Lily Marcu is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation and with five years of industry experience. Her prior roles include positions at Hightower Advisors and RM Financial Services, LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with tools like Monte Carlo simulations and offers a broad range of investment and advisory services.

Keegan Hyland is a financial advisor at Raymond James & Associates in Portland, ME, holding a Series 66 designation with seven years of industry experience. He has worked at Raymond James & Associates in multiple periods since 2018 and spent time at RBC Capital Markets and Vipkid. Outside of his advisory role, he is a partner and co-owner of RiotHawk LLC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Mitchell Rosengarten is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he is an officer with the Rainbow Business Professional Alliance, a community organization focused on networking and scholarships, where he reports financial updates to the board. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

David Hanson is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked at Cetera and affiliated entities since 2016 and is currently a managing partner at Pine Harbor Advisors. Hanson also works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Amanda Kabantu is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity, she held various roles including positions at Bentley University and as a waitress at Bruno’s Restaurant in Portland, Maine. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Scott Dow is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Ameriprise since 2016 and has independent insurance brokering experience involving disability income, universal life, and long-term care insurance through firms such as Northwestern Mutual, Brighthouse Insurance, and Allianz. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and annual advice on income sources and tax-aware withdrawal strategies.

Andrew Thomas is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside his advisory role, he is involved in real estate ownership in Gorham, Maine. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning solutions through its Financial Advisors and Estate Planning Strategies Group.