Douglas Dulac is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been involved with United Planners since 2008. Dulac serves on the finance committee of the Anah Shrine and has been active in this community role since 2012. United Planners Financial Services serves a broad range of clients including individuals, corporations, charitable organizations, and institutional investors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Robin Stanley is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Empower Retirement and Citizens Securities, Inc., as well as multiple positions at Citizens Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services, emphasizing long-term portfolio returns and savings rates, and operates within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Scott Carter is a financial advisor with Brookstone Capital Management LLC in Hamden, ME, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Financial Security Alliance since 1990. Outside of his advisory role, Carter is an independent insurance agent. Brookstone Capital Management is an SEC-registered firm providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm supports a large network of advisors with back-office and TAMP services and employs a range of investment strategies delivered primarily on a discretionary basis.

Richard Heleen is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has a minority ownership interest in an organic-based grass fertilization business focused on planning and marketing. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing strategies such as proprietary model portfolios and a quantitative, factor-based approach to equity and fixed income investments.

David Dunfee is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2005, with prior experience at KeyBanc Capital Markets Inc. from 2002 to 2005. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform featuring discretionary and non-discretionary model strategies, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Joel Brotherton is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with Principal Life Insurance Company since 2004 and Principal Securities Inc. since 2016. Outside of his advisory role, he owns and manages a condominium rental property in Costa Rica. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Robin Coombs is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as an independent contractor with Meridian Wealth Strategies in Hampden, ME. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary strategies that incorporate risk profiling and modeling tools, and it offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sundance Campbell is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Morgan Stanley in 2018, he worked at TIAA-CREF from 2015 to 2018. Outside of his advisory work, Campbell serves on the Board of Directors and Finance and Development Committees for the Penobscot Theatre Company and is involved with the City of Bangor’s Arts & Commission for Cultural Development. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a range of investment programs supported by firm‑approved planning tools and strategies.

Dalton Ingraham is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at GWFS Equities, Inc. for 11 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by firm-approved tools and provides comprehensive asset management services.

Gary Farley is a Series 65-licensed financial advisor with MassMutual Investors Services, based in Bangor, ME. He has 42 years of industry experience and has worked at MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he serves as a selectman for the town of Swans Island, ME. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools to develop written recommendations focused on investment categories and strategies.

Donald Mitchell is a financial advisor with RBC Capital Markets in Bangor, ME, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he is a passive owner of a self-storage business in Portland, Maine. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio strategies that include various investment managers, rebalancing options, and alternative investments.

Lisa Cherry is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at both RBC Capital Markets since 2015 and City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through in-house and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Kathleen Shane is a financial advisor with UBS Financial Services in Bangor, ME, holding a Series 66 designation and four years of industry experience. She has worked at UBS since 2018 and previously held positions at Epstein Commercial Real Estate and Downeast Toyota. Shane serves on the governance committee of the Literacy Volunteers of Bangor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolios. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Angela Roach is a financial advisor with Wells Fargo Advisors in Bangor, ME, holding a Series 66 designation and 12 years of industry experience. She worked at Wells Fargo Clearing from 2016 to 2024. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning including retirement, education, and niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Lucas Philippon is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2026, he worked at OSAIC, Ameriprise, Apex Group LTD, United Natural Foods Incorporated, and Hannaford Supermarkets. He is also involved as an insurance agent and operates through Varney Retirement Services, LLC. 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 and access to third-party asset management, supported by technology tools for operational and research assistance.

Kirsten Ismail is a CFP® with 29 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She is based in Bangor, ME, and holds Series 63 and Series 65 licenses. Outside of her advisory role, Ismail serves on the Investment Committee of the local YMCA, where she reviews portfolio performance and makes recommendations for the foundation and endowment portfolios. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and offers a wide range of financial products and capital markets services.

Joel West is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and has been affiliated with Raymond James Financial Services since 2003. West serves as a finance and investment committee member for the nonprofit Anah Shriners. 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 institutions. The firm uses tailored, non-discretionary planning and consulting with analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jay Deane is a financial advisor with Ameriprise in Orrington, ME, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of JDH LLC, which owns the building housing his office in Bangor, ME. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on retirement income strategies.

Christopher Shelton is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley Wealth Management and its Private Bank, Cetera, and First National Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, supported by Wells Fargo research and planning tools.

Justin Harlan is a financial advisor with Ameriprise in Bangor, ME, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Harlan serves on the Board of Directors for the Franklin Great Pond Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing tailored retirement-income planning advice based on proprietary research, third-party data, and algorithmic tools.