Jasmine Ferrante is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various positions across multiple sectors including education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a systematic investment process that combines proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Kimborowicz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for eight years at Hannaford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Susan Gilpatric is a financial advisor with Wells Fargo Clearing in Portland, ME, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she co-owns and manages Smart Storage Inc. with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Natalya Robbins is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Enterprise in 2024, she worked at Pruco Securities, LLC for 23 years. Robbins hosts monthly Zoom seminars focused on women’s financial topics. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Bruce Sawyer is a financial advisor with LPL Financial in South Portland, Maine, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at TRSS Wealth Management, LLC for 18 years and has been with LPL Financial for over two decades. Outside of advising, he serves as a board member for the nonprofit Gray Water District in Gray, Maine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a variety of investment strategies, supported by extensive operational and research tools.

James Davis III is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Raymond James Financial Services since 2002 and has been involved with Financial Benefit Services Corporation since 2001. In addition to his advisory work, he acts as a non-variable life insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs and institutional portfolio management with a network of advisors and affiliated firms.

Daniel Dougherty is a financial advisor with Ameriprise in Scarborough, ME, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2019. Outside of advising, he is involved with BNI Maine and Scarbrough Buy Local and owns a business running rental cabins in Northern Maine. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Matthew Rogers is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2014 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is an author and has published a book on coaching. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Lisa Brislin is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliates since 2013. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Christopher Grennon is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at MFS Fund Distributors, Inc. and UBS Investment Company before joining UBS Financial Services Inc. in Portland, ME. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

William Engelberger is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and models to assist clients.

Nicole Trottier Rogers is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser overseeing 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 institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Matthew Cyr is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has worked at Cetera and affiliated entities since 2010 and also has experience with Maine Community Bank. Cyr serves on the board of directors for Seeds of Hope Neighborhood Center, a nonprofit focused on addressing poverty and promoting personal growth. Cetera Investment Advisers LLC is an SEC-registered advisory firm with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform featuring both affiliated and third-party managers.

James Lamb is a CFP®-designated financial advisor with Ameriprise, based in Wells, ME, and has 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages a business called Independent Solutions. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Caminiti is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with UBS Financial Services since 2008. He serves on the endowment committee of the Animal Refuge League. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Robert Daggett is a CFP® professional with 53 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC. He has worked at Ameriprise since 2005 and serves as President on the Board of Directors for the Channel Road Association in Brookton, Maine. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Amy Chipman is a financial advisor with RBC Capital Markets in Portland, Maine, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with RBC Capital Markets since 2009. Chipman serves on the boards of the Rotary of Portland, Maine, and the New England Fiddle Ensemble, a community-based orchestra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, along with a range of advisory programs and services.

Robert Larochelle is a financial advisor with Mass Mutual Investors Services in Falmouth, ME, holding a Series 66 designation and seven years of industry experience. He has worked with MML Investors Services, Mass Mutual Life Insurance Co, and The Recensere Group since 2018, preceded by two years at MFM Services. In addition to his advisory role, Larochelle is involved in outside insurance sales as a broker specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, client-specific planning using firm-approved analytical tools.

Kris Rosado is a Certified Financial Planner (CFP®) with over 31 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses and is based in Portland, Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jessica Warren is a financial advisor with Edward Jones in Westbrook, ME, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at Citi & Co and Sports Direct and has experience with the Arizona State University Study Abroad Office and Childhelp Children's Center of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.