Colby Dionne is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Equitable Advisors. Outside of his advisory work, he has been involved with Compass Investment Management, a non-investment related DBA based in Lewiston, Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized programs in municipal and employer advisory services.

Kelsie West is a financial advisor with Edward Jones in Topsham, ME, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Leslie Stevens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2016 and with Atlantic Investment Advisors since 2001. Stevens serves as a board member for the nonprofit Looking Ahead Clubhouse, which supports mentally and physically challenged individuals. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment programs.

Benjamin Holmes is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Preferred Therapy Solutions, North Country Associates, Rehab Care, Uhaul Moving and Storage, and Husson University. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Linda Mckenney is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at LPL Financial since 2012 and previously at The Patriot Financial Group, New England Securities, and Waddell & Reed. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Alimi is a financial advisor with Ameriprise in Topsham, ME, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Carlo Zanoni is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a qualified Portfolio Manager. Carlo has over 20 years of experience in financial services, specializing in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Carlo utilizes a goals-based wealth management process, global resources, and current web technology to help clients pursue their financial lifestyles. He offers personalized wealth management strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He also serves clients through the firm's Investment Advisory Program, managing strategies on a discretionary basis. He earned a Bachelor of Science degree in Economics from the University of Southern Maine. Carlo is involved in his community through participation in organizations such as the Lewiston/Auburn Chamber of Commerce, Appalachian Mountain Club, and Preble Street Resource Center. He enjoys outdoor activities including baseball, basketball, camping, football, hiking, and music, and values spending time with his family.

Connor Jackson is a Series 66 licensed financial advisor with LPL Enterprise, based in Auburn, ME, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, his background includes roles in various sectors such as manufacturing and retail. LPL Enterprise, LLC serves a wide range of clients including individuals, high-net-worth investors, and corporate entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions. The firm also provides brokerage and insurance services through affiliated entities.

Richard Garcia is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 13 years of industry experience. His prior roles include positions at The Patriot Financial Group, Backriver Financial Group, and New England Securities. In addition to advisory work, he is involved in tax preparation and accounting through Back River Tax Accounting. 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 financial planning and investment services, including access to model portfolios and third-party asset managers, supported by technology tools and a broad platform of non-advisory financial products.

Stephen Carew is a financial advisor with LPL Financial in Auburn, ME, holding Series 63 and Series 65 qualifications and bringing 31 years of industry experience. His career includes positions at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. He is a partner in BGA Advisors, Inc., which owns a stake in Varney Retirement Services LLC, where he is also a partner involved in the sales and servicing of employer-sponsored retirement plans and individual investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a broad array of investment strategies and operational tools.

Michael Nerney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for four years. Outside of his advisory role, he serves as the Executive Director of the Maine Baptist Association, maintaining relationships with affiliated churches and pastors across Maine. 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, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Marc Paquette is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at The Patriot Financial Group, New England Securities, and Invest Financial Corporation. He serves as a board member for Central Maine Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its extensive network of advisors with research tools and operational resources.

Ethan Richard is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Investment Concepts and Saint Joseph's College of Maine. Outside of advising, he serves as a part-time independent contractor refereeing high school lacrosse games for the Maine Lacrosse Officials Association. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses risk profiling and modeling tools to support client decision-making.

Bradley Mates is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and seven years of industry experience. Before joining LPL Financial in 2022, he worked at MWA Financial Services Inc and Modern Woodmen of America. Outside of finance, he is the president and lead singer of Emerson Drive Touring LLC, a band based in Nashville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marc Poirier is a financial advisor with Equitable Advisors in Lewiston, ME, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors. Outside of his advisory role, Poirier is a member and owner of Poirier Associates, LLC, where he acts as an independent producer of group health and insurance plans, and he serves as an administrator and executor for family estates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party asset management programs, focusing on aligning client risk tolerance with appropriate investment models and providing ERISA fiduciary services to qualified plans.

Chad Richard is a financial advisor with Raymond James Financial in Lewiston, ME, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He currently owns and manages Investment Concepts, a support company where he serves as branch manager and client advisor. Richard’s prior roles include work with Raymond James Financial Services and Maine RSU 4. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and investment consulting, leveraging risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Vance Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He holds the Accredited Asset Management Specialist (AAMS) certification and the Personal Investment Advisor (PIA) designation. Since joining Merrill Lynch in 2006, he has been designated as a Portfolio Manager, managing personalized or defined investment strategies to help clients pursue their financial goals. With over 24 years of experience, Vance focuses on understanding each client's unique financial situation to develop tailored strategies. He emphasizes client education and works diligently to help clients set achievable goals, understand their financial choices and portfolios, and implement plans that align with their long-term objectives. Vance serves a diverse clientele, including individuals, families, small businesses, and non-profit organizations. Vance earned an Associate's Degree from New Hampshire Technical Institute. Outside of his professional duties, he enjoys spending time at the family camp with his wife and two daughters, driving motorized vehicles such as ATVs and construction equipment, and playing guitar in a band with friends for the past ten years.

Andrea Karkos is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has worked with Androscoggin Financial Services since 2018, as well as Raymond James Financial Services Advisors, Inc. since 2017. She is also employed at Androscoggin Bank. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, along with specialized services in municipal and public finance.

Randy Martin is a financial advisor with Primerica Advisors in Leeds, ME, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Charlotte Kelly is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and 22 years of industry experience. Her prior work includes roles at Keybank and Key Investment Services LLC, where she spent 13 years, as well as experience at Morgan Stanley DW Inc. She also has involvement with Crescent Industries INC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation primarily based on portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to external asset managers, and affiliated trust and insurance services.