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, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She previously worked at MainePERS for 26 years and has been an agent with Agia since 2022. Outside of her advisory role, 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. individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models to construct client portfolios and operates at scale with over 1,200 advisors.

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.

Steven Smith is a financial advisor at OSAIC Institutions, Inc. based in Bangor, ME, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bar Harbor Bank & Trust and Infinex Investments, Inc. since 2019, following prior roles at People's United Advisors, Inc. and People's Securities, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a range of solutions including financial planning, ERISA plan services, alternative investments via the CAIS platform, and lending and cash-management options, with a notable focus on non-discretionary assets and a network of investment adviser representatives providing both advisory and brokerage services.

Christian Bishop is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Commonwealth since 2002 and has been with Casco Bay Wealth Advisors since 2013. Outside of his advisory work, Bishop is an author of the book "Hidden Cash Uncovered," provides tax preparation and consulting services, and serves as a ballot clerk for the Town of Belgrade. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

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.

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.

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, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. She has been with LPL Financial and its predecessor since 1994. Outside of her advisory role, she conducts non-variable insurance business through a broker general agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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 with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 15 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management along with model portfolios and research support.

Jason Morin is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at TD Bank NA, the Southern Maine Finance Agency, and RMS/Guild Mortgage. Morin is based in Hallowell, ME. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Cote is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund advisory, and model portfolios to intermediary platforms.

Julie Lucas is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2007. She has 18 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Rittenhouse is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His work history includes roles with MML Investors Services, LLC, Baystate Financial, and Mass Mutual Life Insurance Company since 2020, as well as prior experience at Interchange Group and Christopher Newport University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved software tools.