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.

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.

Brandon Maloney is an advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Clean-o-rama, Hannaford Brothers, and teaching positions at Bonny Eagle High School and Middle School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that also includes brokerage and insurance products.

Thomas Brunelle is a financial advisor with LPL Financial in South Portland, Maine, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has worked at LPL Financial since 2003 and previously managed TRSS Wealth Management, LLC from 2014 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofits through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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® professional affiliated with LPL Financial and has 33 years of industry experience. He previously worked at Edward Jones for nine years and LPL Financial LLC for 13 years. Outside of his advisory role, he is involved with Handy Boat, a non-investment-related employment in Falmouth, ME. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and technology-driven investment solutions.

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.

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 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.