Jennifer Arsenault is a financial advisor with Edward Jones in Portland, ME, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent eleven years at Seafax, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Duffy is a Series 66-licensed financial advisor with 13 years of industry experience. He previously worked at Edward Jones from 2013 to 2026 and currently is with Mass Mutual Investors Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and a collaborative approach to deliver written financial recommendations.

Kellen Mac Donald is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 11 years of industry experience. He has worked at several firms including First Republic Investment Management, Merrill, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Richard Butler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with its affiliated firm since 1998. Outside of his advisory role, Butler operates as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides multiple investment implementation options through various custody and platform arrangements, tailored to client objectives, and features proprietary model strategies alongside access to unaffiliated strategists.

Nathan Aldrich is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo, KeyBank, LPL Financial, and Lighthouse Wealth Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment solutions through a multi-manager platform, providing access to model portfolios, third-party managers, and customized strategies.

Courtney Sullivan is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She partners with individuals and families to create holistic financial plans tailored to their goals and needs, focusing on building and reviewing strategies to enhance efficiency and comfort. Courtney has accumulated experience within Fidelity Investments in various roles, including Investment Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to that, she worked as an Investor Services Associate at Putnam Investments and as a Support Associate at Baystate Financial, both in 2021.

Jay Cross is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets during his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lawrence Abbiati is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds the Series 66 credential and has prior work experience at Goldman Sachs. Abbiati is also involved as a representative at Androscoggin Financial Services in Lewiston, ME. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs risk profiling and analytical tools to deliver tailored, non-discretionary planning and consulting, supporting client implementation through various advisory programs.

Sharon Bunker is a financial advisor with Cambridge Investment Research Advisors and holds Series 66 and Series 63 licenses. She has 20 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Old Port Advisors. Outside of advising, she is a notary public and is involved with Pension Professionals in an administrative and investor relations capacity. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers tailored strategies through various custody and platform options and supports discretionary and non-discretionary investment approaches.

John Hughes is a CFP® with 31 years of experience in the financial services industry. He has been with Ameriprise since 1994, currently serving as an advisor at their Scarborough, ME office. Outside of his advisory role, Hughes owns a real estate business through JXH LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Paul Buckley Jr. is a financial advisor at LPL Financial in Portland, ME, holding the ChFC® designation and Series 63 license with 39 years of industry experience. His prior roles include positions at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., Mariner, and New England Securities. He is a partner in several business ventures related to insurance and retirement services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by its operational and research technologies.

Jesse Eaton is a financial advisor with Morgan Stanley in Scarborough, ME, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Investment and Finance Committees and the Board of Williston Northampton School in Easthampton, Massachusetts. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Michael Bono is a Private Wealth Advisor at Merrill Private Wealth Management and a founder and leader of the Bono & Kline Group. He provides a holistic approach that integrates asset allocation, trust and estate planning, charitable giving, and access to customized credit through Bank of America, N.A. His work includes collaborating closely with clients' accountants, attorneys, and investment bankers to support cohesive financial strategies. Mike started his career in 1988 in the technology sector, specializing in supercomputer design, hardware and software consulting, and big data analysis and reporting. In 2001, he transitioned to private wealth advisory roles, first at Sanford C. Bernstein (now AllianceBernstein) and later at Barclays Wealth Management, before joining Merrill Private Wealth Management in 2015. He holds a B.S. in Electrical Engineering from Pennsylvania State University and is a Personal Investment Advisor (PIA). He resides in Virginia and Maine with his wife Robin and their two children. Outside of work, he enjoys playing the drums, fishing, and exploring new technology.

Ann Marie Andrews is a Series 66 licensed financial advisor with UBS Financial Services in Portland, Maine, bringing 18 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and various capital markets services.

Andrew Sinclair is a Financial Advisor with the Sirois Group at Merrill Lynch Wealth Management. He works alongside Senior Financial Advisor Scott Sirois to assist individuals and families in developing tailored investment and financial strategies aligned with their long-term goals. Andrew specializes in disciplined portfolio guidance, retirement planning solutions, and ongoing advice delivered through a collaborative approach. Andrew began his career at Merrill in 2019, initially serving as a Financial Service Representative with Merrill Edge in Jacksonville, Florida. He later transitioned to the Wealth Management side, working in Operations at the Merrill Lynch branch in Downtown Jacksonville. In 2022, he relocated to Portland, Maine to be closer to family and joined The Sirois Group as a Registered Client Associate. After three years, he was promoted to Team Financial Advisor. He holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Andrew graduated from the University of Southern Maine with a Bachelor's Degree in Communications. He resides in Portland, Maine with his dog, Louie. Outside of work, he enjoys hiking, soccer, and traveling internationally.

Vangel Cotsis is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing 23 years of industry experience. He has been with UBS since 2007 and also has a long tenure at Mcdonald Investments Inc. Outside of his advisory work, he serves on an ad-hoc withdrawal committee for the City of Saco, Maine, focused on developing a plan for the city’s withdrawal from Regional School Unit 23. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management. The firm uses proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Alexandra Clement is a financial advisor with RBC Capital Markets in Portland, ME, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at several firms, including City National Bank, Independent Brokerage Solutions LLC, and Alumni Ventures. Outside of her advisory role, she is involved with Jibe Cycling Studio, an indoor cycling business, where she welcomes new riders. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management strategies and access to in-house and third-party investment managers.

Matthew Packard is a financial advisor at Raymond James & Associates in Portland, ME, holding a Series 66 designation. He has one year of industry experience at Raymond James & Associates and previously spent ten years at Stone Coast Fund Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Suzanne Bourgault is a ChFC® credentialed financial advisor with Ameriprise in Portland, ME, and has 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in youth field hockey as a coach and camp director and occasionally serves as a high school field hockey official. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stephen Gaumer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Outside of his advisory role, he serves as an elected selectman in Cohasset, Massachusetts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by proprietary tools and investment research.