David Mitchell is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Citigroup Global Markets. He is based in Portland, Maine. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, using a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Holly Benson is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Her background includes roles related to archery organizations and entrepreneurial ventures in that field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions and maintaining a large network of financial advisors across the United States.

William Smith is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Lisa Carey is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2016. Outside of her advisory role, she serves as a voting board member of her condominium owners association, a position she has held for five years. 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, offering financial planning and consulting services supported by a broad range of investment strategies and affiliated research.

Philip Stathos 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 Robert W. Baird since 2020, following eight years at Wells Fargo Advisors. He is also co-executor and co-administrator of an estate and serves as an investment advisor for Mayflower Financial Advisors LLC. Stathos is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies, with a focus on ongoing manager selection and internal research.

Lynn Foley is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and bringing 23 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. In addition to her advisory work, she is involved in group life and group health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools and collaborative planning processes.

Jonathan Singer is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 30 years of industry experience, he provides clients with individualized financial and investment management strategies. Jonathan advises individuals, families, and organizations on wealth accumulation, preservation, and transfer through a process that includes portfolio development, liability management, and asset preservation, with a particular focus on creating and maintaining lifetime retirement income streams. Jonathan holds a Bachelor of Arts degree in Economics from Hobart & William Smith Colleges and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Maine Estate Planning Council and works closely with clients' other trusted advisors to address tax, trust, philanthropic, and estate planning matters. A lifelong resident of Maine, Jonathan lives in Cumberland with his wife and two children. He serves on the Advisory Board of the Salvation Army and is involved in the community through his roles with the Salvation Army and the United Way of Greater Portland. His personal interests include ice hockey, biking, boating, cooking, golfing, music, tennis, traveling, and yoga.

Teena Bourque is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings extensive experience in the financial services industry, having begun her career in 1993 and worked across operations, management, and client services. Teena specializes in a comprehensive wealth management approach that starts with understanding her clients' family dynamics, financial situations, and priorities. She develops personalized strategies designed to be adaptable to changing needs and market conditions, leveraging the investment insights of Merrill and banking solutions from Bank of America to support her clients' diverse financial objectives. Teena's areas of expertise include college education planning, investment consulting for defined contribution plans, employee financial health, small business strategies, women and wealth, tax minimization, and retirement income. Her professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA) certification. She earned her high school diploma from Sanford High School. Outside of her professional responsibilities, Teena is actively involved in community service, supporting organizations such as Girls On The Run, St. Thomas Consolidated School, and Strategies for a Stronger Sanford. She dedicates time to volunteering and has coached youth sports teams. Her personal interests include biking, dancing, running, yoga, and spending time with her three daughters.

Robert Hilf Jr. is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including previous roles at Waddell & Reed, Inc. and managing The Hilf Tirpak Group LLC. He also volunteered with Pittsburgh Action Against Rape from 2014 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bethany Kelly is a financial advisor with RBC Capital Markets in Portland, ME. She holds a Series 66 designation and has 24 years of industry experience, including 18 years with RBC Capital Markets Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and utilizes a range of in-house and third-party investment managers and model providers.

Scott Sirois is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1999, initially performing equity research with a team in North Carolina. In 2003, he transitioned to the Portland, ME office, where he partnered with a colleague to advise clients. Scott's practice focuses on providing financial advice to high net worth families, retirees, businesses, and organizations. His work encompasses the entire investment process, including designing and implementing customized asset allocation strategies, analyzing various investment options, and utilizing analytical tools to comprehensively assess clients' financial situations. He also involves screening and meeting with outside money managers and individual stock selection and tracking to support client portfolios. Scott holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He uses Merrill's forecasting tools to develop tailored investment strategies aimed at helping clients achieve their financial goals. Scott graduated summa cum laude from Methodist University with a Bachelor's Degree in Business Administration and minors in Finance and Economics. Residing in Falmouth, Scott spends time with his wife Christina and their children, Samuel and Jacquelin. His personal interests include antiquing, baseball, golfing, ice hockey, and family activities.

Jonathan Hiltz is a CFP® professional with 26 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and also maintains a role at Mass Mutual Life Insurance Company since 2016. Prior to this, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, structuring client engagements as annual collaborative relationships that focus on goal analysis and written recommendations.

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.

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.

Karen Winslow is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 1996. Based in Portland, ME, she serves clients through a large national firm and has held nonprofit board roles related to insurance associations. Winslow also manages fiduciary responsibilities as an executor and successor executor in estate capacities. LPL Financial is a national broker-dealer and registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plans. The firm provides a range of investment solutions including model portfolios, third-party asset management, and institutional platforms supported by extensive research and technology tools.

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.

Jody James is a financial advisor with LPL Financial who holds a Series 66 designation and has 13 years of industry experience. Before joining LPL in 2019, he worked at AXA Advisors and Edward Jones. Outside of advisory work, he teaches financial literacy classes and is involved in tax preparation and consulting through several related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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.

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.

David Gallant is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and totaling 39 years of industry experience. He has worked at Osaic since 2024 and has been the owner of Gallant's Insurance since 1993. In addition to his advisory work, he has operated Gallant's Photography since 1985. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and offers portfolios constructed using firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.