Andrea Williamson is a financial advisor with Edward Jones in Kennebunk, ME, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Debra Macdonald is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 66 designation and has been with UBS since 2007. She also operates Mcdonald Investments Inc., which she has owned since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

David Olsen is a Financial Consultant at Fidelity Investments, where he collaborates with clients to identify and address their financial goals. He is responsible for developing disciplined financial plans tailored to the specific needs of his clients and aims to empower confidence in their financial strategies. David has held several roles within Fidelity Investments, progressing from an Investor Center Intern in 2022 to Financial Representative in 2023-2024, Investment Consultant from 2024 to 2026, and currently serves as a Financial Consultant. His experience spans multiple aspects of financial advising, allowing him to work closely with clients to meet their financial objectives. Outside of his professional role, David's interests include fitness, football, golf, lake activities, outdoor adventures, and running.

Nick Plante is a Planning Consultant at Fidelity Investments. He partners with individuals and families to develop and maintain personalized financial plans that align with their goals, values, and preferences. Nick has been with Fidelity Investments since 2023, holding various roles including Financial Services Representative, Financial Representative, Relationship Manager, and currently Planning Consultant. His professional experience encompasses a progressive career within the company, focusing on financial planning and client relationship management. Outside of his professional responsibilities, Nick's personal interests include beach activities, boating, fishing, hiking, lake visits, and scuba diving.

Daniel Smith is a financial advisor with UBS Financial Services in York, Maine, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he acts as a trustee for an irrevocable insurance trust, authorizing annual life insurance payments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm’s advisors use proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Matthew Ricker is a financial advisor at Raymond James & Associates with one year of industry experience. His prior work includes roles at Andersen, Gen II Fund Services, and involvement with the Bentley Service-Learning and Civic Engagement Center. He has also held positions outside finance, including work with Get Maine Lobster. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through a range of portfolio management styles and supports clients with both advisory and municipal services.

Erin Bayly is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2004 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Dunkle is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to develop personalized financial plans, utilizing the full range of resources available at Fidelity to support their financial needs. His professional experience includes various roles within the financial services industry. Prior to his current role, he was a Financial Consultant at Fidelity Investments from 2020 to 2026. Earlier, he worked as a Financial Advisor and Wealth Planning Associate at UBS Financial Services Inc. between 2017 and 2020. From 2013 to 2017, he was a Regional Investment Consultant at MFS Investment Management, and from 2011 to 2013, he served as an Investment Operations Analyst at Fidelity Investments.

Christine Watson is a financial advisor with Wells Fargo Clearing in Portland, ME, holding a Series 66 designation and 17 years of industry experience. She has worked at various Wells Fargo entities since 2009, with a brief period at Bonney Personnel in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Christopher Robinson is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with Ameriprise since 2015. Robinson serves as president and officer on the boards of several nonprofit organizations, including SailMaine, the Skerryvore Foundation Inc., and the Widgeon Point Charitable Foundation, where he is involved in investment decisions and charitable giving. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to support client advisors.

Brian Halamar is a financial advisor with Ameriprise in Cumberland, ME, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he is a co-owner of the ASAW Foundation, a nonprofit that provides scholarships to high school students. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering customized, research-driven recommendation reports in collaboration with clients' financial advisors. The firm combines algorithmic modeling and tax-efficiency analysis to support its advisory approach.

Alisa Sprowl is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation with 17 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that use structured discovery processes and firm-approved planning tools.

Devin Hilton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Planning Consultant from 2022 to 2023, and as an Investment Management Consultant II from 2020 to 2022. He began his career at Fidelity Investments as an Investment Management Consultant I in 2019. Throughout his tenure at Fidelity, Devin has gained experience in financial consulting and investment management. He focuses on developing strategic plans that align clients' financial resources with their goals, whether they are years away from retirement, approaching it, or already retired. Outside of his professional work, Devin's personal interests include biking, golf, hiking, parenthood, skiing, and soccer.

Sophia Romano is a financial advisor at UBS Financial Services in Portland, ME, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at TD Bank, Maine Employers' Mutual Insurance Company, and Ameriprise. She also worked at Bryant University for three years and spent over a decade with South Portland School Systems. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Riley Ann Davis is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory work, she has served as an assistant varsity field hockey coach for a public high school in Falmouth, Maine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Stephen Trottier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in disc golf tournaments as a hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Marco Giancotti is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors at Jesuit High School in Portland, Maine, where he chairs the Investment Committee and is a member of the Executive Committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supporting advisors with proprietary research and data analytics to tailor investment strategies.

John Cassidy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Camden National Bank and held various roles outside finance, including positions at Starbucks Coffee Company and Comstar Technologies, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jeffrey Houdlette is a Series 66-licensed financial advisor with 19 years of experience, currently working at UBS Financial Services in Kennebunk, ME. He previously worked at Morgan Stanley for one year and has held positions at UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Shute is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hightower Advisors, JP Morgan Chase, Merrill, and earlier work at Morgan Stanley. Outside of his advisory career, he occasionally performs food delivery services with Uber in his free time. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved tools as part of its planning process.