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.

Alexander Timpson is a financial advisor at Ameriprise with 33 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Timpson is involved in music recording and performance through The Strangely Possibles. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered by a centralized consulting team.

Gilles Paradis is a financial advisor with LPL Financial in Scarborough, ME, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously spent 18 years at SII Investments, Inc. Paradis is also a licensed insurance agent through Paradis Financial 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 asset management solutions, including model portfolios and institutional platforms, supported by advanced operational tools.

Wendy Cloutier is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including education and investment services. Cloutier has been associated with Primerica and PFS Investments Inc. since 2011 and is involved part-time in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established partners.

Alane Downes is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 credentials and has 36 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company and MassMutual Investors Services. Outside of her financial services career, she pursues photography, occasionally selling her work and participating in local art exhibits. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships without discretionary investment authority.

Tanner Howard is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Envestnet for eleven years. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 that incorporates firm-approved tools and modeling techniques.

Paul Mckenney is a financial advisor with Cambridge Investment Research Advisors in Portland, ME, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has served with the US Army Reserves for 13 years and has operated McKenney Financial Group since 2008. Outside of advising, he teaches as an adjunct professor at the University of Pennsylvania Law School, serves as president of a homeowners association, is an author, and holds a board position with the Pine Tree Council Boy Scouts of America. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base 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 range of portfolio management approaches and proprietary and third-party strategies.

Sean Steady is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor and master roaster of Steady Beans, a coffee business. UBS Financial Services supports individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Patrick Lawler is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Timberlaw LLC, a real estate business in Saco, Maine. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight to deliver these services, focusing on assets managed within Ameriprise accounts.

Nicholas Auger is a financial advisor with Ameriprise in Scarborough, ME, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo for eight years before joining Ameriprise. In addition to his advisory role, he is a co-owner of Collaboration Partners, LLC, where he manages an advisory business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sophie Lamb is a financial advisor at Ameriprise with two years of industry experience. She has been with Ameriprise since 2018, including roles at Ameriprise Financial Services, Inc. Prior to her advisory career, she worked at the University of Maine. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, algorithm-assisted advice.

Adele Jacques is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of advisory work, she is a co-owner of a seasonal rental cabin business in Maine. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and nonprofit entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a wide range of portfolio management strategies and affiliated research resources.

Kendrik Doughty is a financial advisor at Merrill with Series 63 and Series 65 credentials and approximately one year of industry experience. Prior to joining Merrill, he was employed at Bank of America in various capacities. Merrill, together 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, retirement plans, corporations, and charitable organizations.

Frederick Caswell is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and holds Series 63, 65, and 66 licenses. Caswell serves as a trustee and co-trustee involved in estate administration in South Freeport, Maine. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and economic modeling while generally acting in an advisory capacity for client financial plans.

Matthew Ogier is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baird since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex investments, alongside municipal advisory and public finance capabilities.

Stephen Thompson III is a financial advisor with Charles Schwab in Portland, ME, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab and Co., TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management with access to multi-asset portfolios, alternative investments, and integrated custody and brokerage services.

Ryan Tuttle is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Southern Maine and MaineHealth. In addition to his advisory role, Tuttle serves with the Windham Fire Department and is a member of the Southern Maine Military Officers Association of America. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, uses third-party portfolio managers, and offers a range of advisory services including financial planning and access to insurance products through affiliated entities.

Griffin Gribbel is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and affiliated entities since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Shaun Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining LPL in 2024, he spent nine years at Cambridge Investment Research Advisors and two years at Signator Investors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a broad platform that combines advisory services with non-advisory financial activities.