Eric Blakeman is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His career includes ten years at Citigroup Global Markets followed by roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Heather Winslow is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she serves as Treasurer and Board Member for the May Meadow Woods Homeowners Association in Gray, Maine. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a variety of investment strategies.

Charles Schuman is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He has been with Robert Baird & Co. since 2013. He holds Series 63 and Series 65 designations. Charles is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

William Caras is a financial advisor at LPL Enterprise with five years of industry experience and holds the Series 66 designation. His prior roles include four years at Fidelity Brokerage Services LLC and involvement in several entrepreneurial ventures, including a public house and brewery and a restaurant. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.

Gary Bergeron is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, he serves on the investment committee of Gould Academy, an educational institution in Bethel, ME. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations as part of its process.

Robert Donovan is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and utilizes both in-house and third-party investment managers to tailor strategies to each client’s risk profile.

Iain Eldredge is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. He is based in Portland, ME. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and investment modeling as part of its service offerings.

Patrick Henning is a financial advisor at UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a wide range of capital markets offerings.

Jason Shinn is a financial advisor with Edward Jones in Scarborough, ME, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Smith is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and having 20 years of industry experience. He previously worked at Cantella & Co., Inc. for nine years. Outside of his advisory role, he is involved as an owner in several businesses, including New England Medicare Advisors and Maine Divorce Financial Analysts LLC, and serves as secretary for a private road association in Yarmouth, ME. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement services through a network of independent professionals using a range of portfolio management approaches and platform arrangements.

Carl Hanson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently affiliated with Cetera and Pine Harbor Advisors and serves as owner and manager of IIS Financial Services. In addition, he is the owner and operator of Stroudwater Capital, LLC, a real estate business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Timothy Urban is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with LPL Financial since 2010, following roles at TD Wealth Management Services Inc. and Cetera Investment Services LLC. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology.

Jonathan Koperniak is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015, following prior roles at Financial Foundations, Inc. and Commonwealth Financial Network. Koperniak serves as chairman of the audit committee and board member for the Institute for Doctoral Studies in the Visual Arts, a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers a range of financial planning, investment management, and retirement advisory services, utilizing both proprietary and third-party model strategies with various custody and platform options.

Kate Kerrigan is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She has held various roles within the company, including Investment Consultant (2024-2025), Planning Consultant (2023-2025), Relationship Manager (2022-2023), and Financial Representative (2021-2022). Her professional focus is on building personalized financial plans tailored to clients' goals and preferences. Kate holds a California Insurance License, enabling her to provide clients with guidance on various insurance products as part of their financial planning. She is committed to helping clients and their families enjoy life to the fullest through strategic financial planning.

Randall Smith is a financial advisor at Ameriprise in Portland, ME with 8 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance and Equitable Holdings Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Fadi Khoury is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has held roles at multiple firms including Avantax and Citizens Securities and manages his own financial advisory practice under the Mainsail Advisor Group brand. Outside of advisory work, Khoury is involved in property management through PROPERTY CARE, LLC and operates a bookkeeping and business consultancy firm, Star Sail. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. It offers diverse portfolio management options and financial planning services through a nationwide network of independent advisors.

Stephen Roop is a financial advisor at Morgan Stanley in Portland, ME, holding Series 63 and Series 65 designations with 13 years of industry experience. He has worked with Morgan Stanley since 2012 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers services that include but are not limited to estate planning strategies and investment advisory programs.

Peggy Jones East is a financial advisor with Robert W. Baird & Co. in Camden, ME, holding a Series 66 designation and 19 years of industry experience. She has worked at Robert W. Baird since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed income to more complex allocations, including private funds and real assets.

M Sunday is a financial advisor with RBC Capital Markets in Portland, ME, holding a Series 66 designation and 26 years of industry experience. They have been with RBC Capital Markets Corporation since 2008. Outside of advisory work, M Sunday owns a specialty foods business called Tasteful Things and serves on the investment policy committee for Carroll County YMCA/Camp Huckins. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies and a range of advisory programs that combine in-house and third-party management with options for tax management and responsible investing.

Melody Cole is a Planning Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2022, progressing through positions including Customer Relationship Advocate, Financial Representative, and Relationship Manager. Her professional experience encompasses client relationship management and financial planning. Melody holds an Arkansas Insurance License, which supports her work in advising clients on financial matters. Outside of her professional role, Melody engages in family activities and enjoys outdoor pursuits such as hiking, running, skiing, and traveling.