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.

Jennifer Goff is a financial advisor with Ameriprise in Scarborough, ME, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Backup Treasurer for Thornton Heights United Methodist Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Drew Abramson is a CFP® with six years of industry experience, currently affiliated with RBC Capital Markets in Portland, ME. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs that provide both discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers.

Douglas Smith is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial. His prior experience includes nine years at Edward Jones and thirteen years at LPL Financial LLC, formerly known as LINSCO/PRIVATE LEDGER CORP. Outside of his advisory role, he is involved in a non-investment related business named Handy Boat in Falmouth, ME. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a broad network of representatives. The firm serves individuals, retirement plans, banks, and institutions with a variety of financial planning and portfolio management options, utilizing multiple investment strategies and technology tools.

Benjamin Daniels is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFSI Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by external asset managers and supports accounts with custodial services from Pershing.

Joseph Mayo is a financial advisor at Ameriprise in Portland, ME, with seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2016 and holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides written Recommendation Reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies, leveraging proprietary research and algorithmic tools.

David Mitchell is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large 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 municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

William Smith is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for over a decade, as well as at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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 30 years of industry experience. He has held positions at Wells Fargo Advisors and Baird, and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as co-administrator and co-executor of an estate, and is involved with Mayflower Financial Advisors LLC. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, employing a variety of investment strategies including traditional and non-traditional allocations, with options for discretionary and non-discretionary management.

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.

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.