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.

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.

Craig Smith is a financial advisor with Equitable Advisors in Portland, ME, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA Advisors, Tyler Technologies, Anton LeMieux Financial Group, and involvement with the Amputee Association of Maine. He also operated the Fore On 4 Driving Range for two years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that emphasizes individualized client intake and offers both advisory and brokerage services.

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 financial advisor with Ameriprise based in Avon, CO, holding CFP® and ChFC® designations with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Forest Falls Office Condominium Association in Yarmouth, Maine, where he also owns and operates commercial real estate. Ameriprise offers retirement-income planning services primarily for clients with at least $1 million in investable assets, utilizing a centralized consulting team that delivers non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-smart withdrawal strategies.

Sean Riley is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory work, he is involved in multi-family real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with advisors like Sean Riley.