Damian Smith is a financial advisor at Creative Financial Designs, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, Damian provides biblical counseling and discipleship coaching through a nonprofit activity focused on supporting men using scripture. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm uses a research-driven investment process that includes Biblical Responsible Investing strategies and offers both discretionary and non-discretionary management across a range of portfolio options.

Lenajo Hartley is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. In addition to her advisory role, she is president of Downeast Private Wealth, where she is involved in both financial planning and insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a combination of advisor-managed accounts, wrap programs, third-party money managers, and 401(k) advisory. The firm supports discretionary account management with in-house portfolio teams and employs a variety of analytical approaches across asset classes.

Joseph Bean is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Simplicity Wealth, he was with Foundations Investment Advisors LLC. Outside of his advisory role, he operates Principled Agency, which provides insurance services including health, Medicare, life, disability, supplemental insurance, and annuities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and offers technology and operational services to other advisers.

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.

Dean Jackman is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Ameriprise and Duncklee & Nott. He is also involved with Fourteen Forty Financial, LLC in an advisory capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Kenneth Nott is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2006 and is a co-owner of Duncklee & Nott, a private entity facilitating securities, advisory, and insurance business. Outside of his advisory work, he coaches junior varsity girls' soccer in Farmingdale, Maine. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and back-office support. The firm offers multiple portfolio management options and distinct program structures, supporting advisors with operations, technology, compliance, and practice management.

John Burrell Jr. is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at NYLIFE Securities, LLC and New York Life Insurance Co. Burrell operates Top Flight Financial and Insurance Services, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and works extensively with both individual and institutional clients.

Erika Barden is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc. in Augusta, Maine. She has one year of industry experience and is also appointed as an insurance agent with Bankers Life & Casualty, Inc., where she writes Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities to align with clients’ goals and risk tolerances.

Lucas Mc Daniels is a financial advisor with Key Investment Services LLC in Augusta, ME, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes multiple roles at Key Investment Services LLC since 2015 and a prior position at KeyBank. Outside of his advisory work, he is a landlord for an apartment above his home. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment selections and provides access to third-party discretionary managers alongside regular monitoring and reporting.

Michael Trenholm is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 33 years of industry experience. He has been affiliated with Central Maine Financial Services and Commonwealth Financial Network since 1997 and has been operating under his own name since 1987. Outside of advising, he is a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, and compliance, while allowing them discretion in portfolio construction.

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.

Ronald Trahan is a financial advisor with Edward Jones, holding Series 66 and Series 63 designations and five years of industry experience. He previously worked at LPL Financial and the Gosline-Murchie Agency. Outside of his advisory role, Trahan serves as a high school basketball official in Brunswick, Maine. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including tax-efficient services and access to affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

David Farago is a Series 66-licensed financial advisor with Ameriprise in Manchester, ME, bringing 10 years of industry experience. He previously worked at Edward Jones before joining Ameriprise in 2020. Outside of his advisory role, he is a co-owner of an indoor simulation golf franchise in Maine and serves on the board of directors for Spectrum Generations, a nonprofit organization. Ameriprise Financial Services is a large firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored, non-discretionary recommendations based on a comprehensive analysis of client assets and income strategies.

Kali Laganiere is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Androscoggin Financial Services since 2022. Prior to her advisory roles, she was employed at Androscoggin Bank and the University of Southern Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

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.

Scott Blanche is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Jenkintown, Pennsylvania. With over 35 years of experience in wealth management, Scott leads a team of advisors serving a select group of referred clients and their families. His approach focuses on customized, goals-based strategies addressing risk tolerance, time horizon, liquidity needs, and overall client objectives. Scott's client base includes both corporate entities and multigenerational family households. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott graduated from Rutgers University in 1991. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, investment consulting for defined contribution plans, personal retirement planning, tax minimization, and retirement income strategies. Scott dedicates quality time to clients to build trusted relationships that support tailored financial planning. Outside of his professional work, he enjoys spending time with his family at their lake home in Maine. He is also involved in community organizations including the Cobbosseecontee Lake Association and Friends of Cobbosseecontee Watershed.

John Hallee is a financial advisor with LPL Financial based in Lewiston, ME. He holds a Series 65 designation and has 4 years of industry experience. He has been with LPL Financial since 2021 and has also been involved with Back River Financial Services, Inc. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies alongside research from LPL Research and third-party subadvisors.

Colby Dionne is a Series 66-licensed financial advisor with Raymond James Financial, based in Lewiston, ME, and has two years of industry experience. His prior work includes roles at Commonwealth Financial Network and Equitable Advisors. Outside of finance, he has been involved with Compass Investment Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm combines tailored non-discretionary planning with analytical tools and supports various advisory programs, including municipal and public-finance consulting.

Leslie Stevens is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Investors Capital Corporation and Atlantic Investment Advisors. Stevens serves as a board member for a nonprofit supporting mentally and physically challenged individuals. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by multiple program structures and third-party managers.

Benjamin Holmes is a financial advisor at Edward Jones in Auburn, ME, holding a Series 66 designation. He began his advisory career with Edward Jones in 2025 and has prior experience in various roles including positions at Preferred Therapy Solutions and North Country Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.