Aaron Wallof is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2025, he worked at Prudential Insurance Company of America and Pruco Securities from 2015 to 2023. He also worked as a delivery driver for DoorDash from 2023 to 2025. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Christopher Gagnon is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate entities since 2005. Outside of his advisory role, he serves on the boards of Andwell Health Partners and the Cumberland/North Yarmouth Little League. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement service uses proprietary research and tools, with enrollment criteria that include a minimum investable assets threshold and preference for Ameriprise-managed accounts.

Jasmine Ferrante is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various positions across multiple sectors including education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a systematic investment process that combines proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Kimborowicz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked for eight years at Hannaford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Susan Gilpatric is a financial advisor with Wells Fargo Clearing in Portland, ME, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she co-owns and manages Smart Storage Inc. with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Natalya Robbins is a ChFC® credentialed financial advisor with 25 years of industry experience. She currently works at LPL Enterprise and previously spent 23 years at Pruco Securities, LLC. Robbins hosts monthly Zoom events focused on women, providing educational seminars and workshops. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management through both advisory and brokerage channels.

David Gardner Jr. is a ChFC® and Series 66 licensed financial advisor with Ameriprise, based in Pownal, ME. He has 26 years of industry experience, including over 20 years with Ameriprise Financial Services. Outside of his advisory role, he is a co-owner of The Advisor Group, LLC. 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 ongoing retirement-income planning advice through a structured, non-discretionary process involving investment research and algorithmic analysis.

Bruce Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2003 and previously spent 18 years at TRSS Wealth Management, LLC. He serves as a nonprofit board member for the Gray Water District in Gray, Maine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Kelsie West is a financial advisor with Edward Jones in Topsham, ME, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

James Davis III is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Raymond James Financial Services since 2002 and has been involved with Financial Benefit Services Corporation since 2001. In addition to his advisory work, he acts as a non-variable life insurance agent. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs and institutional portfolio management with a network of advisors and affiliated firms.

Daniel Dougherty is a financial advisor with Ameriprise in Scarborough, ME, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2019. Outside of advising, he is involved with BNI Maine and Scarbrough Buy Local and owns a business running rental cabins in Northern Maine. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

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 in Yarmouth, ME, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has worked with LPL Financial since 2008. Outside of advising, he is a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and various technology-driven solutions.

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.