Matthew King is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at firms including Northern Alliance Financial, Gosline Retirement Planning, and Triad Advisors. In addition to his advisory roles, he provides life and annuity insurance products through Magellan Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Stephen Bennie is a CFA® charterholder affiliated with Primerica Advisors and currently works at Park Avenue Securities. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to that, he spent over a decade at Castle Point Funds Management Limited. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in assets under management and supports a range of investment strategies and lending solutions.

Kathie Gallagher is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. She has 20 years of industry experience, including prior roles at Ameritas Investment Corp. and Capital Choice Investment Advisers. Outside of her advisory work, she co-hosts and organizes a radio podcast focused on business startups and personal growth. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm employs both affiliated and unaffiliated sub-advisers, using model-based allocations grounded in asset allocation and Modern Portfolio Theory, while allowing advisors to customize sub-adviser selections.

Jeffrey Haller is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a concurrent role at NL Financial Alliance where he is an agent selling life, disability, annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Daniel Lay is a financial advisor with Corient, holding a Series 65 designation and 19 years of industry experience. He worked at H.M. Payson & Co for 20 years before joining Corient in 2026. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

David Shaughnessy is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Corient. His prior work includes seven years at H.M. Payson and Co and eleven years at F.L. Putnam Investment Management Co. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Patrick Carrigan is a CFP®-certified financial advisor with three years of industry experience. He is currently affiliated with Principal Financial Services and has prior work experience in the building and construction sectors. Carrigan also engages in the sale of various insurance products including life, disability, annuities, health, and Medicare-related insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Linus Nygard is a financial advisor at EP Wealth Advisors with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and JP Morgan Chase Bank. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a combination of fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for eligible clients.

Andrew Burns is a financial advisor with Key Investment Services LLC in Brunswick, ME, holding a Series 66 designation and 20 years of industry experience. He has been with Key Investment Services since 2012. Outside of his advisory role, Burns is an owner of a long-term residential rental business in Portland, ME. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection with financial professionals providing non-binding recommendations and ongoing monitoring, supported by due diligence and supervisory oversight.

Edmund Broomhead is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role at Janney, he has worked at Bank of America and Merrill. Outside of his advisory work, he coaches JV and varsity girls lacrosse at Barrington High School. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse clientele including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Margo Reis is a financial advisor at Key Investment Services LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Key Investment Services since 2011. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with affiliated banking and capital markets relationships.

Jonathan Theberge is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. He has been with Key Investment Services since 2023 and has worked at KeyBank NA since 2013. Outside of his advisory role, he is involved in real estate through ownership and management of rental properties and construction activities in Brunswick, ME. Key Investment Services LLC provides a range of advisory programs and investment products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client direction in investment model selection while offering access to third-party advisory managers and supervisory oversight within the KeyCorp group.

Peter Coopersmith is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services, while allowing advisors discretion to construct client portfolios from a broad selection of securities and insurance products.

Daniel House is a CFP® professional with 15 years of industry experience, currently serving at Equity Services, Inc. since 2014. He previously served on the Essex Junction Town Board from 2010 to 2017. Outside of his advisory work, he is involved in managing the sale of residential property alongside his father and holds power of attorney for family members. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a blend of long-term strategies and options for shorter-term trading.

David Spellman is a financial advisor with Principal Financial Services based in Freeport, ME. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Foresight Insurance & Financial Advisors and Pratt Financial Group, Inc. Outside of his advisory work, he has ownership interests in several LLCs related to real estate operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Melissa Groves is a financial advisor with Edward Jones in Auburn, ME, holding a Series 66 designation and having nine years of industry experience. Prior to her current role, she worked at Pine Tree Orthopedic and Rite Aid. 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 programs, discretionary and non-discretionary strategies, and affiliated investment products.

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.

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.

Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

Matthew Simard is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Commonwealth Financial Network and Northeast Retirement Solutions. In addition to his advisory role, he co-owns Rise Tax Strategies, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement.