Stephen Meidahl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is involved in clergy activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, compliance, and practice-management support while offering discretionary model portfolios and customizable program structures.

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.

Jason Dalessandro is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Cheryl Flewelling is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 credentials and has 30 years of industry experience. Her prior work includes roles at LPL Financial and Kennebec Savings/LPL. Outside of advisory work, she owns a maple syrup and honey production business and serves as treasurer and finance committee member for the United Way of Kennebec Valley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors, including specialized municipal and public finance advisory services.

Luke Rodrigue is a financial advisor with Edward Jones in Waterville, ME, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Brian Bernatchez is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 1996. He is based in Waterville, Maine, and coaches 8th grade girls soccer at Messalonskee Middle School. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of advisors, offering a range of financial planning, advisory programs, and retirement consulting services.

Seth Carlson is a financial advisor with Edward Jones in Waterville, ME, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns an apartment rental property business in Washington, NC. 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 investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and manages about $1.01 trillion in assets.

Lindsey Cameron is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has seven years of industry experience. Prior to joining Raymond James, she worked at LPL Financial LLC and Progressive Casualty Insurance Co. Cameron also operates LC Consulting LLC, a business entity separate from her investment advisory activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Joseph Jabar Jr. is a CFP® with 30 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC for 23 years and has operated Fischer Financial Services since 2015. His other business activities include his role at Fischer Financial Services, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services supported by analytical tools and has unique capabilities in municipal and public finance advisory.

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.

Thomas Shupe Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior firms include LPL Financial, AXA Advisors, Franklin Templeton Distributors, and Edward Jones. Outside of his advisory role, he is involved with ALZ Enterprises LLC, a home-based business entity for tax and investment purposes. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports its clients through advisory programs and a large affiliated advisor network.

Robert Smith is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked at BTG for one year before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Zachary Burd is a financial advisor with Ameriprise in Carrabassett Valley, ME, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. In addition to his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and offering a broad range of advisory, brokerage, and insurance solutions.

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.