Tricia Maschke is a financial advisor at Morgan Stanley in Portland, Maine, holding a Series 66 designation with 12 years at the firm and 2 years of industry experience. Outside of her advisory role, she sells homemade crafts locally. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad array of investment programs.

Alicia Boylan is a financial advisor with LPL Financial in Scarborough, ME, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at ADHESION WEALTH, American Beacon Advisors, State Street Global Advisors, Fidelity, and Commonwealth Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Anthony Jessen is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 licenses and 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves as an Honorary Director for Friends of Casco Bay, focusing on the environmental and economic health of Casco Bay, and is a member of CJ Aviation, an LLC involved in recreational aviation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing a combination of proprietary research, model-based asset allocations, and comprehensive planning tools. The firm integrates institutional trading capabilities with wealth management services to offer a broad range of financial solutions.

Bryan Vandussen is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Treasurer for the West End Neighborhood Association and the West Prom Sunset Concerts, and is Membership Chair for the BMW Riders of Southern Maine. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Karen Winslow is a CFP® professional with 39 years of experience in the financial services industry. She has been with LPL Financial since 1996. Winslow serves as a non-profit board member and chairperson of the insurance association at Wintergreen Financial Group, a licensed insurance agency in Maine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and third-party portfolio models.

Katherine Storey is Vice President, Wealth Planner at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles including Financial Representative, Private Client Specialist, Investment Representative, Account Executive, Financial Consultant, and Wealth Planner. In her current role, Katherine partners with families and individuals to understand their financial situations, assess goals, and help build confidence in their financial futures. Her extensive experience at Fidelity spans wealth planning and financial consulting. Outside of work, Katherine enjoys boating, skiing, and spending time with family.

Brett Davies is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Raymond James Financial Services, Concurrent Advisors, and Adalan Private Wealth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings including fee-based 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 client solutions.

Brandon Wasser is a Series 66-licensed financial advisor with Ameriprise in Scarborough, Maine, with approximately three years of industry experience. His professional background includes roles at Ameriprise Financial Services and various positions outside the financial sector, including business ownership in re-selling. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Emily Getchell is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to delivering comprehensive planning experiences that strengthen client relationships and enhance guidance standards. In her leadership role, she focuses on supporting advisors in achieving meaningful outcomes for clients and fostering career fulfillment through clarity and confidence. Emily's career in the financial services industry spans over a decade, with progressive roles at Fidelity Investments since 2019, including Vice President, Regional Planning Consultant, and Financial Consultant. Prior to joining Fidelity, she held positions such as Retirement Investment Counselor at Lebel & Harriman, LLP, Financial Consultant at Norton Financial Services, Assistant Portfolio Manager at Ram Trust Services, and various roles at Vanguard, including Relationship Manager and Client Relationship Associate. Outside of her professional work, Emily engages in activities such as music, running, skiing, theater, volunteering, and yoga.

Zoe Nelson is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has prior experience at Navigate Wealth Planning Group and Bankers Life. Nelson also worked at Free Range Fish and Lobster and the University of Southern Maine before entering the financial services industry. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Nicholas Pronovost is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and has previously worked at Babson College, Cellular Sales, and Tyler Technologies. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and advanced tools.

Tyler Judkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a trustee on the Board of the Maine Historical Society and is president of the Mt. Blue High School Alumni Association, which awards scholarships to recent graduates. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.

Joshua Bartlett is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Granite Bay Wealth Management and Flagship Harbor Advisors. Bartlett also operates Accolade Financial LLC, a certified college planning specialist firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management approaches and platform arrangements.

Karrie Shaw is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering, working with several life insurance and annuity providers. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Elizabeth Stockwell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Cantella & Co., Inc., Independent Financial Group, and LPL Financial, LLC. Outside of her advisory work, she serves as Treasurer for the Keoka Lake Association and volunteers as Treasurer for the Scarborough High School Track and Cross Country Boosters. 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 a range of financial planning, investment management, and retirement advisory services through independent professionals, employing both proprietary and third-party strategies with discretionary and non-discretionary options.

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.