Daniel House is a CFP® professional with 15 years of industry experience, currently serving at Equity Services, Inc. since 2014. He previously served on the Essex Junction Town Board from 2010 to 2017. Outside of his advisory work, he is involved in managing the sale of residential property alongside his father and holds power of attorney for family members. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a blend of long-term strategies and options for shorter-term trading.

David Spellman is a financial advisor with Principal Financial Services based in Freeport, ME. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Foresight Insurance & Financial Advisors and Pratt Financial Group, Inc. Outside of his advisory work, he has ownership interests in several LLCs related to real estate operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Danielle Klimash is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 1998 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research, custody, underwriting, and capital markets solutions.

Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

Steven English is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Raymond James since 2017 and is also employed as Associate and Director of Financial Services at Androscoggin Bank. Additionally, he is involved with Androscoggin Financial Services, a support company operating as a DBA for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized services including municipal advisory work and SIMPLE IRA Employer Advisory programs.

David Beemer is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. outside of his advisory role, Beemer serves as Vice President of the Experimental Aircraft Association Chapter 87 and is engaged in building an experimental aircraft. He is also licensed as a marriage officiant and performs notary public duties. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage diverse portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Jeffrey Guenther is a Series 66-licensed financial advisor with Edward Jones in Bath, Maine, and has nine years of industry experience. He has been with Edward Jones for ten years. 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 offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

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.

Elizabeth Farmer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2008. In addition to her advisory work, she owns and operates Libby Farmer Tax Solutions, providing tax preparation services part-time. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading to BNY Mellon Advisors and custody to Pershing and Primerica Brokerage Services.

April Caron is a financial advisor with Edward Jones in Brunswick, ME, holding a Series 66 credential and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked in biomedical and humanitarian services at the American Red Cross. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Louis Poussard is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked for VOYA Financial for 12 years. 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 and managed solutions, supported by a large network of financial advisors and branch offices across the country.

Amy Lacavera is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 13 years of industry experience. She has worked at Cetera since 2025 and owns Tax Wise Financial Services, LLC, where she performs tax preparation as an Enrolled Agent. Lacavera also serves on the board of the Maine Association of Professional Accountants, assisting with seminars and acting as an IRS liaison. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers varied portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Walter Weil III is a financial advisor with Morgan Stanley in Southport, ME, holding Series 63 and Series 66 designations and bringing 55 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning supported by structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Thomas Carr is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Brunswick, ME. Outside of his advisory role, he is the owner of Carr Real Estate Investments LLC. Edward Jones is a wealth management firm that serves over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm supports its clients through a nationwide network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Jean Huber is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with Cetera Investment Advisers since 2018 and has prior experience at First Federal Savings & Loan Association of Bath and INVEST Financial Corp. Outside of his advisory role, Huber serves as a branch manager and is involved in community activities including acting as a ballot clerk during elections and selling quilt items. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services utilizing multi-manager platforms, third-party money managers, and a variety of program structures.

William Holly is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Merrill since 1984 and has been affiliated with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Zachary Dean is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and American Income Life. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal CIO teams and third-party style managers with custodial support.

Paul Suyama is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 designations and has 39 years of industry experience. He has served in roles at StoneX Securities Inc., WR Rice Financial Services, and Capital Wealth Planning Services, where he currently acts as President and Investment Adviser Representative. Suyama provides financial planning services through his own firm, Capital Wealth Planning Services, alongside his work at Mass Mutual. MML 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 ongoing financial planning, asset management, and educational seminars, using collaborative planning engagements supported by firm-approved software tools.

Peter Mendall is a CFP®-designated financial advisor with Raymond James Financial, where he has worked since 1997, totaling 29 years of industry experience. He is a partner of Mendall Financial Group, LLC and is involved in an agricultural venture with his wife focused on sustainable farming and a farm camping experience. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.