Matthew Rogers is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2014 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is an author and has published a book on coaching. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Lisa Brislin is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliates since 2013. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Christopher Grennon is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at MFS Fund Distributors, Inc. and UBS Investment Company before joining UBS Financial Services Inc. in Portland, ME. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

William Engelberger is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by proprietary tools and models to assist clients.

Nicole Trottier Rogers is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Timothy Fulton is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and serving clients for 26 years. He has been with LPL Financial since 2008. In addition to his advisory role, he is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and utilizing advanced operational and research tools.

James Lamb is a CFP®-designated financial advisor with Ameriprise, based in Wells, ME, and has 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages a business called Independent Solutions. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Caminiti is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with UBS Financial Services since 2008. He serves on the endowment committee of the Animal Refuge League. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Robert Daggett is a CFP® professional with 53 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC. He has worked at Ameriprise since 2005 and serves as President on the Board of Directors for the Channel Road Association in Brookton, Maine. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Amy Chipman is a financial advisor with RBC Capital Markets in Portland, Maine, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with RBC Capital Markets since 2009. Chipman serves on the boards of the Rotary of Portland, Maine, and the New England Fiddle Ensemble, a community-based orchestra. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, along with a range of advisory programs and services.

Robert Larochelle is a financial advisor with Mass Mutual Investors Services in Falmouth, ME, holding a Series 66 designation and seven years of industry experience. He has worked with MML Investors Services, Mass Mutual Life Insurance Co, and The Recensere Group since 2018, preceded by two years at MFM Services. In addition to his advisory role, Larochelle is involved in outside insurance sales as a broker specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is 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 programs, emphasizing collaborative, client-specific planning using firm-approved analytical tools.

Kris Rosado is a Certified Financial Planner (CFP®) with over 31 years of industry experience. He has been with Morgan Stanley since 2014 and currently works at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses and is based in Portland, Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Jessica Warren is a financial advisor with Edward Jones in Westbrook, ME, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at Citi & Co and Sports Direct and has experience with the Arizona State University Study Abroad Office and Childhelp Children's Center of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

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.

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.