Brian Mchugh is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as Board Chair for Big Brothers Big Sisters of Southern Maine. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firms’ structured tools and strategies.

Asia Kelly is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. She worked at Olympus Asset Management from 2015 to 2017 before joining Ameriprise, where she has been since 2017. 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 tailored retirement planning advice emphasizing dependable income sources and tax-aware withdrawal strategies.

Matthew Thornton is a financial advisor at Merrill with a Series 66 designation and 4 years of industry experience. He previously worked at Identity Group for five years before joining Merrill in 2022. Outside of his advisory work, he serves as the Junior Sailing Program Committee Chairman at the Portland Yacht Club, where he is involved in program review, hiring assistance, and event management. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julia Curran is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation. She has been with Morgan Stanley since 2024 and has prior experience with Salem Advisory Group, LLC, as well as roles in education at Bentley University, Waynflete School, and St. Brigid School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

David Frick is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He has held positions within Wells Fargo Advisors, LLC, and Wells Fargo Clearing since 2013. Frick holds Series 63 and Series 65 licenses and is based in Portland, ME. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, offers both brokerage and advisory solutions, and utilizes research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Joseph Dieterle III is a financial advisor at UBS Financial Services with 35 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of Make-A-Wish of Maine and has taken on officer roles in neighborhood associations focused on community maintenance. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies through its network of financial advisors.

Jacob Descheneaux is a financial advisor with J.P. Morgan Securities who holds the ChFC® designation and Series 63 and 66 licenses. He has 10 years of industry experience, having previously worked at firms including Prudential Insurance Company of America and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephanie Bornstein is a financial advisor with UBS Financial Services in Scarborough, Maine, holding a Series 66 designation and 25 years of industry experience. She has been with UBS since 2000. Outside of her advisory work, she assists Ketcha Outdoors, a nature-based preschool and day camp, by contributing to curriculum development and fundraising strategies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Caroline Cote is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. She has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Eric Worthen is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Morgan Stanley in Portland, ME, where he has been since 2022. Prior to joining Morgan Stanley, he worked at Wells Fargo Clearing Services LLC for three years and First Clearing, LLC for eleven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

Kim Fickett is a financial advisor with Robert Baird & Co. in Westbrook, ME, holding a Series 66 designation and 25 years of industry experience. He has been with Robert Baird & Co. since 2012. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals, including discretionary and non-discretionary management, separately managed accounts, and overlay services, with strategies spanning traditional and non-traditional investments.

Thomas Edgar is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the South Portland High School softball boosters, where he serves as co-treasurer for a small fund supporting athletic expenses not covered by the school. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Matthew Stoneback is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 15 years of investment experience to his role. He focuses on helping clients navigate complex planning and wealth management decisions, with expertise in family wealth management strategies, managing new wealth, portfolio management services, and small business strategies. Originally from Florida, Matthew graduated from the University of Central Florida with a degree in Economics. He began his career in Chicago at a proprietary trading firm specializing in market making of exchange traded fixed income products, particularly ten-year treasury options. He traded both on the floor and electronically until 2020. During his time in Chicago, he earned an MBA from DePaul University. In 2020, Matthew shifted his career to assisting large-scale agriculture producers with hedging risks through exchange traded options, futures, and insurance products. After relocating to Portland, Maine in 2022, he continues to serve clients with a focus on personalized financial planning. Matthew holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, he has personal interests in cooking, hunting, and traveling.

Rheis Cloutier is a financial advisor with Primerica Advisors based in Biddeford, ME. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at MB2 Restore, Lakewood Camps, and Portsmouth Naval Shipyard. Primerica Advisors provides discretionary asset management services through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Eric Fullilove is a financial advisor with Ameriprise in Scarborough, ME, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team, with an emphasis on assets held in Ameriprise-managed accounts.

Steven Green is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2018 and spent 19 years at Kamp Kohut prior to that. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gail Leger is a financial advisor with Raymond James & Associates in Portland, ME, holding a Series 66 designation and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2019. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide advisory network.

Susan Pye is a CFP® with 22 years of industry experience and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at Wells Fargo Advisors LLC. Outside of her advisory role, she holds power of attorney responsibilities and manages a room rental business. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Perry is a financial advisor with Mass Mutual Investors Services in Falmouth, ME, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He previously worked at MetLife Securities Inc. and has also served as an insurance agent specializing in individual life, health, group life, and group disability insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Geoff Hight is currently serving as a Market Leader. He has held various roles at Fidelity Investments since 2007, including Vice President, Regional Planning Leader from 2022 to 2025, Vice President, Branch Leader from 2015 to 2022, Assistant Branch Manager from 2014 to 2015, Vice President, Senior Account Executive from 2012 to 2014, Account Executive from 2010 to 2012, Investments Representative from 2008 to 2010, and Financial Representative from 2007 to 2008. Throughout his career, Geoff has developed expertise in leading teams and managing branch operations within Fidelity Investments. His approach focuses on building meaningful relationships and partnering with clients to create customized financial plans aligned with their individual goals. The information provided does not include details regarding his education, credentials, personal interests, or community involvement.