David Desaulniers is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as an assistant coach at the Upper Valley Rowing Foundation. 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 plans according to clients’ goals and risk tolerances. The firm operates across multiple capacities, including brokerage, futures commission merchant services, and principal trading.

Jeremy Urquhart is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He has been a member of the United States Marine Corps Reserve since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Peter Watt is a financial advisor with Edward Jones in Gorham, ME, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Frederick Stucker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA), demonstrating his expertise in investment management and financial planning. Frederick earned his High School Diploma from Bishop Eustace and attended the University of Maryland, although he did not pursue a degree there. His background and professional training support his role in providing wealth management services to his clients.

Peter Mendall is a CFP®-designated financial advisor with Raymond James Financial, where he has worked since 1997, totaling 29 years of industry experience. He is a partner of Mendall Financial Group, LLC and is involved in an agricultural venture with his wife focused on sustainable farming and a farm camping experience. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Derek Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2011. With over 24 years of experience in financial services, Derek specializes in areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income planning. He works closely with individuals to preserve and grow investments in alignment with their risk tolerance and financial objectives, and assists clients approaching retirement with income planning and cash management strategies. Derek is a Certified Plan Financial Advisor (CPFA), a Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the University of Maine System. Throughout his career, he has maintained a focus on comprehensive financial planning, including reviewing credit needs and borrowing practices to offer suitable solutions. Born and based in Maine, Derek resides in Scarborough with his wife and two sons. He participates in local community activities, including volunteering with Scarborough Little League and Scarborough Travel Basketball. Derek enjoys spending time with his family, engaging in sports, and exploring the Maine woods and waters through activities like boating, fishing, hunting, baseball, basketball, genealogy, and photography.

Deanna Harnett is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to joining Morgan Stanley, she was with Education Pioneers for five years. Outside of her advisory role, Harnett serves as a director and secretary on the board of PanAtlantic Exchanges, a high school exchange program, and is the treasurer of the YMCA of Southern Maine. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning supported by firm-approved tools and investment modeling, serving clients through a range of programs including employer-sponsored corporate financial plans.

Bryan Frates is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients to create and implement personalized financial plans aimed at providing confidence in their futures. Bryan has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before assuming his current role in 2022. Prior to that, he worked as a Financial Advisor at Edward Jones from 2019 to 2020. Outside of his professional work, Bryan is interested in family activities, golf, spending time at the lake, music, and parenthood.

Mark Norton is a financial advisor with Raymond James & Associates in Portland, ME, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns Bigelow Tractor Works, LLC, a landscaping and property maintenance business. 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, providing financial planning, investment consulting, and institutional advisory services.

Tracy McMahon is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Hm Payson and Wells Fargo Advisors. 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, pension plans, and charitable organizations, offering comprehensive financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Amanda Stetson is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Edward Jones and Concurrent Advisors before joining Raymond James Financial and its affiliates. Outside of her advisory role, she serves as a director for a local networking group, co-organizing weekly meetings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeffrey Amell is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisory, Inc. and Raymond James Financial Services, Inc. since 2018. Prior to that, he held roles at Residential Mortgage Services, Impole Corporation, AxA Advisors, and AD&W. Outside of advising, he serves as an agent with Financial Benefit Services Corporation, focusing on fixed products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports its recommendations through various advisory programs and institutional consulting.

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 a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2025, he worked in various roles including at Clean-o-rama and attended Bentley University. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Thomas Brunelle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has worked at LPL Financial since 2003 and was affiliated with TRSS Wealth Management, LLC from 2014 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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.

Kevin Cooper is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 34 years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. He is also associated with Gessner Engineering LLC in a non-investment operational capacity. Raymond James & Associates, Inc. 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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.