Michael Robichaud is a CFP® professional with over 34 years of experience in financial services. He has been with UBS Financial Services since 2013. Based in Portland, ME, he holds Series 63 and Series 65 licenses. 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 integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients' goals and risk tolerances.

Melissa Ligotti is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Morgan Stanley Private Bank, Ameriprise Financial Services Inc, and GH Berlin Windward. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Abigail Bryant is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2018. She has seven years of industry experience, including a career break from 2015 to 2018 as a stay-at-home mom. Abigail is based in Biddeford, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jack Lithgow is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. He has held various roles within Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and Financial Representative. Jack focuses on integrating planning and investment guidance to assist clients in building a confident financial future. Throughout his career at Fidelity Investments, Jack has supported clients at different stages of their financial journey, emphasizing clarity, care, and peace of mind. His professional experience encompasses financial planning and relationship management, aiming to foster client success. Outside of his professional work, Jack enjoys boating, attending concerts, fishing, playing golf, spending time at the lake, and caring for pets.

Steven Blanchard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been working with Cetera since 2016 and operates his own insurance business offering life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with access to various portfolio management options, financial planning, and consulting services.

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.

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.