Micah Roberge is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He serves as a non-fiduciary advisory board member for the New England Advisory Board of The Trust for Public Land, an organization focused on creating and preserving outdoor spaces. 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 provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

Jane Stevens is a financial advisor with Morgan Stanley in Portland, Maine, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her prior career includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of her advisory work, she is involved as a partner in JCS Legacy Group, LLC, a retail and online business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning based on firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored agreements.

Conor Mc Cann is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at TD Bank and Bank of America before joining UBS in 2019. Mc Cann holds the Series 66 designation and is based in Portland, ME. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Katherine Dolan is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005, working across both Ameriprise Financial Services, Inc. and LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jay Pearl is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and 34 years of industry experience. He has worked with Raymond James since 2005 and is also the owner of Pearl Financial Services, a support company focused on non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, 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 its affiliation with a municipal advisor.

Seth Cheikin is a financial advisor with Edward Jones in Falmouth, ME, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in managing rental properties in Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Goodrich is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Enterprise and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is associated with FGS Financial LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors as well as institutional entities, utilizing model-driven portfolio strategies and offering access to third-party asset managers and financial planning services.

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.

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.

Katie Ouellette is a financial advisor with UBS Financial Services in Biddeford, ME, holding a Series 66 designation and having 21 years of industry experience. She has been with UBS since 2004. Outside of financial services, she is involved with Autoland, a used auto sales business in Wells, Maine. 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 provides a range of capital markets and research resources to tailor investment solutions.

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.