Jeffrey Bennert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 32 years of industry experience. Prior to joining Raymond James, he spent 23 years with Commonwealth Financial Network. Outside of his advisory role, Bennert is a sole proprietor involved in real estate investment through Ivy Properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory programs and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jacquelynn Farrell is a financial advisor at Edward Jones in Portland, ME, holding Series 63 and Series 66 credentials with 14 years of industry experience. Her prior experience includes roles at TD Bank N.A./TD Private Client Wealth LLC and Morgan Stanley. Outside of her advisory work, she is involved in rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Colleen Howard is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2022. Prior to that, she was with MFS Fund Distributors, Inc. for six years. Outside of her advisory role, she is involved with Orange Theory Fitness. Morgan Stanley Wealth Management serves 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 using firm-approved tools and modeling techniques.

Dustin Fier is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he progressed through several positions within Fidelity, including Planning Consultant from 2021 to 2022 and Investment Consultant from 2020 to 2021. His earlier experience includes roles such as Retirement Planner at HUB International from 2016 to 2020, Retirement Education Specialist at Norton Financial Services from 2014 to 2016, Financial Advisor at USAA Financial Services from 2010 to 2014, and Financial Representative at Northwestern Mutual from 2008 to 2010. Throughout his career, Dustin has focused on personalized financial planning and collaboration to help clients build value and trust. He uses a variety of tools and resources to address the financial goals important to his clients and their families. He holds a California Insurance License. Outside of his professional work, Dustin enjoys activities such as camping, hiking, outdoor adventures, running, skiing, and traveling.

Maureen Mills is a Series 66–licensed financial advisor with Edward Jones in Falmouth, ME, and has two years of industry experience. She has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leah Bartley is a Financial Advisor with Merrill Lynch Wealth Management. She has been providing personalized financial guidance since becoming a Financial Advisor in 2003. Leah focuses on building long-term relationships with individuals, families, retirees, business owners, and retirement plan sponsors, offering expertise in areas such as retirement planning, wealth management, executive compensation, and philanthropic planning. Leah holds multiple professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA®), Accredited Asset Management Specialist™ (AAMS®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She completed her education at the University of New England with a High School Diploma/GED. Her approach emphasizes understanding clients' unique priorities and creating strategies aligned with their financial goals. Leah's personal experiences, including caring for her parents, have influenced her commitment to compassionate and thoughtful financial planning. Outside of her professional role, she has been recognized with the Presidential Volunteer Service Award for her community involvement.

Craig Smith is a financial advisor with Equitable Advisors in Portland, ME, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and Tyler Technologies. Outside of finance, he has been involved with the Amputee Association of Maine and managed the Fore On 4 Driving Range. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, offering diversified investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Seymour is a Series 66-registered financial advisor with Edward Jones, based in South Portland, ME. He has 14 years of industry experience and has been with Edward Jones since 2011. 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 wide range of investment strategies supported by a large nationwide network of advisors and branch offices.

Joseph Hersey is a CFP® and ChFC® with 32 years of experience in the financial advisory industry. He has been with Ameriprise since 2005, including six years at the current firm location in N Yarmouth, ME. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Forest Falls Office Condominium Association, where he is involved in managing the real estate used for his Ameriprise office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. Its Premier Retirement Income service provides clients approaching or in retirement with tailored retirement-income plans, utilizing proprietary research and algorithmic tools to focus on dependable income and tax-aware withdrawal strategies.

Sean Riley is a financial advisor with Ameriprise in Falmouth, ME, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2002. Outside of his advisory work, he is involved in real estate ownership of multi-family properties. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm's approach includes collaborative, non-discretionary recommendations supported by proprietary research and third-party data within a defined investment product ecosystem.

Aaron Wallof is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2025, he worked at Prudential Insurance Company of America and Pruco Securities from 2015 to 2023. He also worked as a delivery driver for DoorDash from 2023 to 2025. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Christopher Gagnon is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate entities since 2005. Outside of his advisory role, he serves on the boards of Andwell Health Partners and the Cumberland/North Yarmouth Little League. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement service uses proprietary research and tools, with enrollment criteria that include a minimum investable assets threshold and preference for Ameriprise-managed accounts.

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.

David Gardner Jr. is a ChFC® and Series 66 licensed financial advisor with Ameriprise, based in Pownal, ME. He has 26 years of industry experience, including over 20 years with Ameriprise Financial Services. Outside of his advisory role, he is a co-owner of The Advisor Group, LLC. 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 ongoing retirement-income planning advice through a structured, non-discretionary process involving investment research and algorithmic analysis.

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.