Jeremiah Burns Jr. is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with various Morgan Stanley entities since 2008 and currently serves at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is president of Skye Realty, LLC, a real estate business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured processes and extensive resources.

Lawrence Perry is a ChFC® credentialed financial advisor with 40 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously employed by MetLife Securities Inc. from 2015 to 2017. Perry is also an insurance agent specializing in group disability and group health coverage. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, educational seminars, and specialized planning programs while emphasizing collaborative, annual financial planning relationships.

Lenroy Shaw is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 credential with 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its Global Investment Committee’s analyses to support client financial plans.

Stephen Strout is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds a Series 66 designation and has held prior roles at Prudential Insurance Company of America, Pruco Securities, Commonwealth Financial Network, and Ameriprise. Strout is also involved with Congress Street Financial Group, a business focused on financial, retirement, and wealth management planning. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and various financial services.

Roger Auger is a financial advisor at Ameriprise with 49 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Auger serves on the Board of Directors for the TJC Support Board and is a managing partner at Collaboration Partners, LLC, overseeing strategic vision and operations. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice.

Anne Sarazin is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior roles include positions at RBC Capital Markets and City National Bank. She serves as a board member of the Falmouth Ice Hockey Association, directing middle school hockey activities. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Philip Reed is a financial advisor with LPL Financial in South Portland, ME, holding a Series 66 designation and seven years of industry experience. He previously operated The Law Office of Philip M. Reed, LLC for three years. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Nidcharan Kulsudja is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Edward Jones, JP Morgan Securities LLC, JPMorgan Chase Bank NA, and Bank of America Corp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs with a focus on technology and specialized municipal and employer advisory services.

Carson Mc Evoy is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Movement Mortgage and Oliva's Garden. Outside of his advisory role, he is co-owner of MAC Racing, a harness horse racing stable, and a family-owned fishing and hunting lodge in Maine. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Thomas Lafountain is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

William Arnold is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Stowell Brook Crossing Home Owners Association and is involved in a musical group named Seagrass. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jaime Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with individuals and business owners to develop personalized financial strategies aimed at pursuing their long-term goals. Jaime focuses on managing new wealth, personal retirement planning, women and wealth, and retirement income. Her approach emphasizes understanding client goals and motivating factors to design and implement plans that address these priorities. Jaime regularly reviews progress toward these goals and collaborates with a dedicated specialist to assist clients with lending needs, providing comprehensive service through access to Bank of America financing, banking, credit, and lending solutions. Jaime holds a Bachelor's Degree from Arizona State University and is a Personal Investment Advisor (PIA). She participates in community activities such as volunteering with Scarborough Little League and serving as the Scarborough Youth Football Flag Coordinator. Outside of work, Jaime enjoys gardening, music, running, swimming, and spending time with her family.

William Whiting is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors and Signator Investors. He is also the owner of Whiting Financial Services, providing tax planning and accounting services, and advises clients on insurance products through Innova Financial Services. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.

Benjamin Singer is a financial advisor at Merrill in Portland, ME, holding a Series 66 credential with less than one year of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, along with teaching positions at Bryant University and experience at educational institutions such as Holderness School and Greely Middle School. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tucker Landry is a financial advisor at MassMutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions with Migis Hotel Group and educational institutions such as Jacksonville University and Cheverus High School. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving 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 analytical tools.

Tammy Weston is a Certified Financial Planner (CFP®) with 20 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Portland, ME. She has been with Morgan Stanley and its Private Bank division since 2016. Outside of her advisory role, she acts as an executor and trustee for personal estates and trusts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning approach that incorporates firm-approved tools and market scenario modeling.

Kevin Davis is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, advancing through multiple roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2026. Throughout his career at Fidelity, Kevin has focused on goal-based financial planning. He partners with clients to create customized wealth plans that adapt to their changing life circumstances. His approach emphasizes understanding clients' priorities to provide trustworthy advice and support. Outside of his professional role, Kevin enjoys boating, family activities, golf, hiking, and spending time at the lake.

Kristoffer Noble is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009, following prior experience with Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its advisory services.

Shaun Hawkins is a financial advisor at UBS Financial Services with 28 years of industry experience. He previously worked at Bank of America and Merrill Lynch before joining UBS in 2021. Outside of advising, Hawkins is the owner of Hawk's Cove, LLC, a company established to publish and distribute his books, and he serves on the Portland High Football Hall of Fame Committee, which raises scholarships for student-athletes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and employing research-driven, model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Matthew Brown is a financial advisor with Ameriprise in Portland, ME, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a co-owner of Portland Distilling Company, a food and beverage business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement who meet specific eligibility criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and algorithmic tools to support its advisory services and offers a broad range of investment, brokerage, and insurance solutions.