Steven Blanchard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 44 years of industry experience. His career includes long tenures at Cetera Advisors LLC and Investors Capital Corporation. Outside of advisory work, he operates a fixed insurance business offering life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a wide range of clients—including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutions—offering portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.

Christopher Hyland is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2010, where he collaborates with a team of specialists to develop customized wealth management solutions tailored to client risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. His clientele includes entrepreneurs, venture capitalists, private foundations and endowments, privately controlled corporations, and ultra-affluent families. He integrates access to Merrill Lynch Wealth Management’s open architecture and the global resources of Bank of America into his advisory services. Mr. Hyland’s investment approach is grounded in a macro perspective with a strong focus on capital preservation, emphasizing research, diversification, and risk review. He provides guidance on investment management, tax minimization, use of entities and trusts, concentrated stock risk management, sophisticated asset allocation, and access to institutional alternative investments such as private equity, hedge funds, and managed futures. He aims to streamline clients’ financial lives, safeguard family financial independence, structure meaningful family legacies, and align capital deployment with family values. He holds the Personal Investment Advisor (PIA) designation. Christopher Hyland earned a Bachelor of Science degree in Business and Finance from the University of Vermont in 2002. Residing in Kennebunkport, Maine, he volunteers within the local community and spends personal time sailing, saltwater fishing, and skiing.

Eric Blakeman is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and prior to that was with Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements and access to a broad suite of retail and institutional investment options.

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.

James Flagg is a financial advisor at Edward Jones in Gorham, ME, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Solenis LLC for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers a variety of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.

Samuel Kany is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has worked at Cetera since 2021 and has prior experience at Maine Community Bank and Saco and Biddeford Savings Institution. Outside of his advisory role, he coaches youth and adult hockey and volunteers as a goaltender coach at Chevrus High School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a wide range of investment strategies and program structures.

Kristina Grant is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera since 2010. In addition to her advisory role, she serves as vice president, operations manager, and designated supervisor for Jackson Brokerage. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with multiple program options and a multi-manager platform.

Gary Bergeron is a financial advisor with Morgan Stanley in Portland, Maine, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Bergeron serves on the investment committee of Gould Academy in Bethel, Maine, and acts as an executor for an estate in Westbrook, Maine. 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. The firm employs a structured financial planning process supported by firm-approved tools and offers a wide range of retail and institutional investment offerings.

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.

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® with 19 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at Pine Harbor Advisors, Stroudwater Capital, LLC, and Investors Capital Corp. Outside of advising, he owns and manages Stroudwater Capital, a real estate business. Cetera is a nationwide SEC-registered adviser supporting a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers multiple investment platforms and strategies, combining discretionary and non-discretionary management with access to various third-party money managers.

Cole Parlin is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Yarmouth, ME. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise is an institutional firm offering retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to create non-discretionary, customized recommendations delivered through a centralized consulting team.

Jonathan Koperniak is a CFP® professional with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2015. He serves on the board and acts as chairman of the audit committee for the Institute for Doctoral Studies in the Visual Arts, a non-public entity. He is also an independent insurance agent and owns East Financial Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management approaches and proprietary as well as third-party strategies.

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.

Diana London is a financial advisor with Primerica Advisors in Windham, ME, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior work includes roles at Maine Recon and Primerica Financial Services. She receives non-investment compensation through referrals for home security, automation products, and related services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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.