Sarah Moir is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has nine years of industry experience, including seven years at Baird. Moir serves as Treasurer for the Maine Women's Network Portland Chapter, managing the budget and financial reporting for the organization. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing internal research and a mix of manager-traded and model-traded strategies.

Brandon Maloney is an advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Clean-o-rama, Hannaford Brothers, and teaching positions at Bonny Eagle High School and Middle School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that also includes brokerage and insurance products.

Thomas Brunelle is a financial advisor with LPL Financial in South Portland, Maine, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has worked at LPL Financial since 2003 and previously managed TRSS Wealth Management, LLC from 2014 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofits through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Jennifer Goff is a financial advisor with Ameriprise in Scarborough, ME, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Backup Treasurer for Thornton Heights United Methodist Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Tucker is a financial advisor with Ameriprise in Falmouth, ME, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliate firms since 2013. Outside of his advisory role, he serves on the Board of Directors for Portland Stage in Portland, ME. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Derek Kelley is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2024 to 2026, and as a Financial Representative at the same company in 2024. He began his career as an intern at IIS Financial Services from 2022 to 2024. Derek focuses on helping clients understand their financial choices and build personalized financial plans to enable confident decision-making. Outside of his professional role, Derek has personal interests that include baseball, golf, music, soccer, theater, and traveling.

Colby Perigo is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing four years of industry experience. His background includes roles at Fidelity Investments and Husson University, among others. He is also engaged with Pine Harbor Advisors and IIS Financial Services in a financial professional capacity. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through various program structures and affiliations.

Carl Holmquist is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS in various capacities since 2008. Outside of his advisory role, he serves as treasurer for the Gray Community Endowment Inc., a nonprofit organization supporting community programs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with a broad platform including trading, underwriting, and wealth management services.

Drew Abramson is a CFP® with six years of industry experience, currently affiliated with RBC Capital Markets in Portland, ME. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Douglas Smith is a CFP® professional affiliated with LPL Financial and has 33 years of industry experience. He previously worked at Edward Jones for nine years and LPL Financial LLC for 13 years. Outside of his advisory role, he is involved with Handy Boat, a non-investment-related employment in Falmouth, ME. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and technology-driven investment solutions.

Benjamin Daniels is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFSI Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by external asset managers and supports accounts with custodial services from Pershing.

Joseph Mayo is a financial advisor at Ameriprise in Portland, ME, with seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2016 and holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies, leveraging proprietary research and algorithmic tools.

Stephen Daley is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Daley serves on the Board of Directors for the Bowling Green State University College of Business Leadership Council and as a Commissioner on the Columbus Metropolitan Housing Authority Board of Commissioners. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Mitchell is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

William Smith is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade, as well as at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Linda Odegaard is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been associated with LPL Financial since 2015 and Bay Financial Advisors Inc. since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services utilizing both discretionary and non-discretionary management approaches.

Lisa Carey is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2016. Outside of her advisory role, she serves as a voting board member of her condominium owners association, a position she has held for five years. 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, institutions, and municipal entities, offering financial planning and consulting services supported by a broad range of investment strategies and affiliated research.

Philip Stathos is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He has held positions at Wells Fargo Advisors and Baird, and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as co-administrator and co-executor of an estate, and is involved with Mayflower Financial Advisors LLC. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a variety of investment strategies including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

Jonathan Singer is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 30 years of industry experience, he provides clients with individualized financial and investment management strategies. Jonathan advises individuals, families, and organizations on wealth accumulation, preservation, and transfer through a process that includes portfolio development, liability management, and asset preservation, with a particular focus on creating and maintaining lifetime retirement income streams. Jonathan holds a Bachelor of Arts degree in Economics from Hobart & William Smith Colleges and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Maine Estate Planning Council and works closely with clients' other trusted advisors to address tax, trust, philanthropic, and estate planning matters. A lifelong resident of Maine, Jonathan lives in Cumberland with his wife and two children. He serves on the Advisory Board of the Salvation Army and is involved in the community through his roles with the Salvation Army and the United Way of Greater Portland. His personal interests include ice hockey, biking, boating, cooking, golfing, music, tennis, traveling, and yoga.

Teena Bourque is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings extensive experience in the financial services industry, having begun her career in 1993 and worked across operations, management, and client services. Teena specializes in a comprehensive wealth management approach that starts with understanding her clients' family dynamics, financial situations, and priorities. She develops personalized strategies designed to be adaptable to changing needs and market conditions, leveraging the investment insights of Merrill and banking solutions from Bank of America to support her clients' diverse financial objectives. Teena's areas of expertise include college education planning, investment consulting for defined contribution plans, employee financial health, small business strategies, women and wealth, tax minimization, and retirement income. Her professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA) certification. She earned her high school diploma from Sanford High School. Outside of her professional responsibilities, Teena is actively involved in community service, supporting organizations such as Girls On The Run, St. Thomas Consolidated School, and Strategies for a Stronger Sanford. She dedicates time to volunteering and has coached youth sports teams. Her personal interests include biking, dancing, running, yoga, and spending time with her three daughters.