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 with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of advising, Hawkins is an author and owner of Hawk's Cove, LLC, a publishing company for his books, and serves on the Portland High Football Hall of Fame Committee, which raises funds for scholarships. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management through proprietary research and tailored portfolio management solutions.

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.

Nathania Walsh is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 24 years of industry experience. She has been associated with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, and uses Wells Fargo research and planning tools to develop tailored recommendations.

Christopher Thomas is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He brings a comprehensive approach to financial planning, emphasizing the development of personalized plans that focus on clients' priorities and goals. Christopher values building personal relationships and understanding what his clients aim to achieve. His career in the financial services industry spans over two decades, beginning in 2001 at Fidelity Investments as a Premium and Service Trader. He has held various roles within the company, including Private Access Relationship Manager, Branch Service Manager, Account Executive, and Financial Consultant. Prior to his current role, he worked as a Financial Consultant at Charles and Co. from 2012 to 2013.

Andrew Stern is a financial advisor with RBC Capital Markets in Portland, ME, holding CFA® and Series 66 credentials and 15 years of industry experience. He has worked at RBC Capital Markets since 2010 and previously at City National Bank from 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through in-house and third-party managers, incorporating options for tax management and responsible investing.

Owen Elliott is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to develop personalized financial strategies aimed at helping them pursue their long-term goals. His approach emphasizes understanding each client's unique circumstances and fostering lasting relationships through thoughtful planning, clear communication, and ongoing guidance. Before joining the financial services industry, Owen owned and operated a construction company, providing him with practical insights into the challenges of running a business, managing cash flow, and making financial decisions. He applies this experience to assist clients with wealth accumulation, retirement planning, investment management, and other significant financial decisions. His areas of client focus include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and tax minimization. Owen earned bachelor's degrees in Finance and Management from the University of Maine and holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys spending time with his wife and two boys, engaging in home improvement projects, and maintaining their property in southern Maine.

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 three years of industry experience. He previously worked at Identity Group for five years before joining Merrill in 2022. Outside of his advisory role, he serves as Junior Sailing Program Committee Chairman at the Portland Yacht Club, where he is involved in program review, hiring, fleet management, marketing, and regatta organization. Merrill, along 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, and institutional investors.

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.