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.

Matthew Ricker is a financial advisor at Raymond James & Associates with one year of industry experience. His prior work includes roles at Andersen, Gen II Fund Services, and involvement with the Bentley Service-Learning and Civic Engagement Center. He has also held positions outside finance, including work with Get Maine Lobster. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through a range of portfolio management styles and supports clients with both advisory and municipal services.

Erin Bayly is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2004 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Dunkle is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to develop personalized financial plans, utilizing the full range of resources available at Fidelity to support their financial needs. His professional experience includes various roles within the financial services industry. Prior to his current role, he was a Financial Consultant at Fidelity Investments from 2020 to 2026. Earlier, he worked as a Financial Advisor and Wealth Planning Associate at UBS Financial Services Inc. between 2017 and 2020. From 2013 to 2017, he was a Regional Investment Consultant at MFS Investment Management, and from 2011 to 2013, he served as an Investment Operations Analyst at Fidelity Investments.

Christine Watson is a financial advisor with Wells Fargo Clearing in Portland, ME, holding a Series 66 designation and 17 years of industry experience. She has worked at various Wells Fargo entities since 2009, with a brief period at Bonney Personnel in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Christopher Robinson is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has been with Ameriprise since 2015. Robinson serves as president and officer on the boards of several nonprofit organizations, including SailMaine, the Skerryvore Foundation Inc., and the Widgeon Point Charitable Foundation, where he is involved in investment decisions and charitable giving. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team to support client advisors.

Tyler Blackburn is a Series 65-licensed financial advisor at Cetera with two years of industry experience. He previously worked at Avantax Advisory Services and Spinnaker Trust and has operated Blackburn Financial since 2021, offering tax preparation, tax planning, and financial planning services. His additional business activities include managing Blackburn Financial, which provides tax and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services supported by a nationwide network of over 10,000 advisors.

Brian Halamar is a financial advisor with Ameriprise in Cumberland, ME, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he is a co-owner of the ASAW Foundation, a nonprofit that provides scholarships to high school students. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria, delivering customized, research-driven recommendation reports in collaboration with clients' financial advisors. The firm combines algorithmic modeling and tax-efficiency analysis to support its advisory approach.

Alisa Sprowl is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation with 17 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that use structured discovery processes and firm-approved planning tools.

Devin Hilton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Planning Consultant from 2022 to 2023, and as an Investment Management Consultant II from 2020 to 2022. He began his career at Fidelity Investments as an Investment Management Consultant I in 2019. Throughout his tenure at Fidelity, Devin has gained experience in financial consulting and investment management. He focuses on developing strategic plans that align clients' financial resources with their goals, whether they are years away from retirement, approaching it, or already retired. Outside of his professional work, Devin's personal interests include biking, golf, hiking, parenthood, skiing, and soccer.

Sophia Romano is a financial advisor at UBS Financial Services in Portland, ME, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at TD Bank, Maine Employers' Mutual Insurance Company, and Ameriprise. She also worked at Bryant University for three years and spent over a decade with South Portland School Systems. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Riley Ann Davis is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. Outside of her advisory work, she has served as an assistant varsity field hockey coach for a public high school in Falmouth, Maine. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Andrew Novick is a financial advisor with Edward Jones in Falmouth, ME, holding a Series 66 designation and over one year of industry experience. Prior to joining Edward Jones, he was associated with Bankers Life Advisory Services, Bankers Life Securities, and BankersLife. Outside of his financial career, Novick serves as the part-time Head Men's Basketball Coach at Plymouth State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a nationwide network of advisors and branch offices.

Marco Giancotti is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors at Jesuit High School in Portland, Maine, where he chairs the Investment Committee and is a member of the Executive Committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supporting advisors with proprietary research and data analytics to tailor investment strategies.

John Cassidy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Camden National Bank and held various roles outside finance, including positions at Starbucks Coffee Company and Comstar Technologies, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jeffrey Houdlette is a Series 66-licensed financial advisor with 19 years of experience, currently working at UBS Financial Services in Kennebunk, ME. He previously worked at Morgan Stanley for one year and has held positions at UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans to clients’ goals and risk tolerances.

Nicholas Shute is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hightower Advisors, JP Morgan Chase, Merrill, and earlier work at Morgan Stanley. Outside of his advisory career, he occasionally performs food delivery services with Uber in his free time. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved tools as part of its planning process.

Christine Morin is a Series 66 credentialed financial advisor at OSAIC with one year of industry experience. Her background includes roles at Viridian Financial, Rountree Financial, and various positions outside the financial sector. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Haas Jr. is a financial advisor at Raymond James & Associates with 30 years of industry experience. His prior roles include positions at Citigroup Global Markets, City National Bank, and RBC Capital Markets. He holds Series 63 and Series 65 credentials. 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Russell is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank, Sun Life, Edward Jones, Liberty Mutual, and Maine Employers Mutual Insurance Co. Outside of his advisory role, he manages a rental property in Portland, Maine. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable investment strategies implemented through both in-house and third-party managers.