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.

Lance Gilman is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and serves as President and CEO of IGT Management’s Retirement Planning division, where he also acts as an independent insurance and annuity agent. His career includes roles at IGT Management since 2009 and involvement with the Maine Math & Science Alliance from 2010 to 2017. Foundations Investment Advisors, LLC is a registered investment adviser that offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a variety of analytical approaches and uses model portfolios with discretionary or non-discretionary authority to tailored client advice.

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.

Kathie Gallagher is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. She has 21 years of industry experience, including previous roles at Ameritas Investment Corp. and Capital Choice firms. Gallagher also co-hosts a podcast that discusses business challenges and personal growth, partnering with coaches and yoga instructors. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs and financial planning, using a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm employs both traditional and tactical investment strategies, including market-timing and momentum-based approaches.

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.

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.

Jeremy Barnard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with Foundations since 2017. In addition to his advisory role, Barnard operates an independent insurance agency. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, using model portfolios and a combination of fundamental, technical, and cyclical analysis.

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.

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.

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, holding a Series 65 credential and four years of industry experience. He has been with LPL Financial since 2021 and has concurrently worked at Back River Financial Services, Inc. since 2010. 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 model portfolios and third-party asset management.

Colby Dionne is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Equitable Advisors. Outside of his advisory work, he has been involved with Compass Investment Management, a non-investment related DBA based in Lewiston, Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized programs in municipal and employer advisory services.

Linda Mckenney is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at LPL Financial since 2012 and previously at The Patriot Financial Group, New England Securities, and Waddell & Reed. 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, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Richard Garcia is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 13 years of industry experience. His prior roles include positions at The Patriot Financial Group, Backriver Financial Group, and New England Securities. In addition to advisory work, he is involved in tax preparation and accounting through Back River Tax Accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios and third-party asset managers, supported by technology tools and a broad platform of non-advisory financial products.

Michael Nerney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for four years. Outside of his advisory role, he serves as the Executive Director of the Maine Baptist Association, maintaining relationships with affiliated churches and pastors across Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

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.

Marc Paquette is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at The Patriot Financial Group, New England Securities, and Invest Financial Corporation. He serves as a board member for Central Maine Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its extensive network of advisors with research tools and operational resources.