Joseph Bean is a financial advisor at Simplicity Wealth with one year of industry experience. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he is involved with Principled Agency, where he provides insurance services related to 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, offering various portfolio management and retirement plan services alongside technology and operational support for advisers.

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.

Stephanie Fecteau is a financial advisor with Valic Financial Advisors in Sidney, ME, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. She has worked at Valic Financial Advisors since 2018 and previously held roles at Agia and MainePERS. Outside of finance, she serves as Treasurer for the Central Maine Babe Ruth League and is an independent beauty consultant for Mary Kay, Inc. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with third-party model managers and emphasizes a technology-driven approach supported by a sizable client base and advisor network.

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) based in Gardiner, ME, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been affiliated with Eagle Strategies and related entities since 2019 and currently operates under the DBA Top Flight Financial and Insurance Services, brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and delivers advice through multiple program types, with the majority of assets managed on a non-discretionary basis.

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 at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services in various capacities since 2015. Outside of his advisory role, he serves as a landlord for an apartment above his home. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm delivers multiple wrap-fee programs and integrates services from KeyCorp affiliates, combining discretionary implementation and third-party manager oversight.

Steven Smith is a financial advisor at OSAIC Institutions, INC. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bar Harbor Bank & Trust, Infinex Investments, Inc., and People's United Advisors, Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating through a hybrid adviser/broker-dealer structure that provides both discretionary and non-discretionary management solutions.

Christian Bishop is a financial advisor with Commonwealth Financial Network in Belgrade, Maine, holding Series 63 and Series 66 registrations and with 30 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2002 and has worked at Casco Bay Wealth Advisors since 2013. Outside of his advisory work, Bishop is an author of the book "Hidden Cash Uncovered" and is involved in tax preparation and publishing through Flexat Publishing, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and back-office services, allowing advisors to implement portfolios using both internal models and outsourced solutions.

Christopher Steiner is a financial advisor with Cambridge Investment Research Advisors based in Waterville, ME. He holds the Series 66 designation and has 11 years of industry experience. His prior firms include Edward Jones and LPL Financial. Steiner is involved with several related business activities, including ownership of Steiner Financial and serving as an investment advisor representative at Prime Financial, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary model strategies and multiple custody arrangements, with services tailored to client objectives.

William Paradis is a financial advisor with Cambridge Investment Research Advisors in Waterville, ME, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Raymond James Financial and Modern Woodmen of America. Outside of his advisory duties, Paradis serves as treasurer for the Mid-Maine Homeless Shelter and contributes as a book reviewer for Faith Church. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, pension and profit-sharing plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm employs varied investment platforms and strategies, including proprietary models and access to third-party managers, with features tailored to client objectives.

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.

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.

Samuel Mondonedo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has served with the Military Sealift Command and is also associated with Mendall Financial Group, LLC in Augusta, ME. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Tristan Emery is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. He has previously worked at Commonwealth Financial Network and Austin Associates PA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Carol Gilbert Tondreau is a financial advisor with Ameriprise in Augusta, ME, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1996. Outside of her advisory role, she serves on the Board of Directors for the Calumet Educational Endowment Committee and holds officer positions with the Apple Ridge Subdivision Homeowners Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, using a centralized consulting team to provide non-discretionary, research-driven recommendations in partnership with advisors like Ms. Tondreau. The firm combines modeling and tax-efficiency analysis and provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Kathryn Carter is a financial advisor with LPL Financial in Augusta, Maine, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., for 32 years. Outside of her advisory role, she also conducts non-variable insurance business through a broker general agency. 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, third-party asset management, and institutional platforms.

Blaine Guido is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Central Maine Motors. Based in Manchester, ME, he has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of managed solutions, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Carl Marsh is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Marsh has worked at LPL Financial since 2010 and operates out of Hallowell, ME. 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, third-party asset management, and institutional platforms, supported by various operational and research tools.

Jason Morin is a financial advisor at Edward Jones in Hallowell, ME, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, his work history includes roles at Southern Maine Finance Agency, TD Bank NA, Finance Authority of Maine, and RMS/Guild Mortgage. 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, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.