Adam Mattson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He collaborates with clients to develop holistic wealth plans by clearly defining their financial goals and assisting them through various phases of their financial journey. His approach aims to provide clients with peace of mind by helping them understand how their investments are managed and performing. Adam's professional experience spans multiple roles in the financial services industry, beginning as a Customer Services Representative at Putnam Investments from 2002 to 2004. He then held several positions at Columbia Threadneedle Investments, including Product Specialist, Regional Sales Consultant AVP, Regional Sales Director, and Lead Business Analyst between 2004 and 2016. Prior to joining Fidelity Investments, he also worked as a Corporate Retirement Plan Associate at Richard Brothers Financial Advisors from 2016 to 2017. Adam holds a California Insurance License. Outside of work, Adam spends his weekends with his wife and two children, engaging in activities such as coaching their teams, skiing, camping, and visiting the beach.

Sarah Huckins is a Financial Consultant at Fidelity Investments, where she focuses on creating personalized financial plans tailored to her clients' individual goals and priorities. She emphasizes building meaningful relationships and trust to support her clients' confidence in their financial futures. Since joining Fidelity in 2020, Sarah has held various roles, including Investment Consultant, Portfolio Specialist, and Client Management Representative, gaining comprehensive experience in investment solutions and client services. She holds insurance licenses in Arkansas and California. Outside of her professional work, Sarah enjoys spending time at the beach, playing board games, engaging in family activities, exploring food interests, attending social events with friends, and parenthood.

Christopher Rogers is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Rogers is a partner in Griswold Holdings LLC and an investor in The Sugarbowl, a local business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Deborah Galarneau is a CFP® professional with 31 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked for Cantella and Co., Inc. for over a decade. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Timothy Keene is a financial advisor with Ameriprise in N Yarmouth, ME, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Corey Woodhead is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera in Falmouth, ME. His prior experience includes roles at LPL Financial, Gorham Savings Bank, and INVEST Financial Corporation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program options and custodial relationships.

Lauren Stone is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Mark Madden is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and UBS Financial Services. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and 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 research.

Sarah Blondin is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. She has 11 years of industry experience and has worked with PFS Investments Inc. since 2015 and Primerica Financial Services since 2013. Blondin’s prior work includes roles in healthcare and retail sectors. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Rebecca Drake is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Sandra Bailey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Cetera and its related entities since 2010 and is also associated with Saco & Biddeford Savings Institution. Outside of advisory work, she provides notary services for existing Cetera clients. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and custodial relationships, managing over $256 billion in assets with more than 10,000 advisors.

Elizabeth Mckenney is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cambridge Investment Research Advisors since 2007 and at McKenney Financial Group since 2008, where she serves as Vice President and board member. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and custody platforms.

Joshua Chase is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2026. His prior roles include positions at OSAIC, Sagepoint Financial, and ValMark Advisers. He serves on the Board of Directors for Junior Achievement of Maine, where he is involved in fundraising and strategic planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools while supporting a broad suite of non-advisory financial services.

Cameron Shorey is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as previous positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Ryan Morris is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors and has four years of industry experience. His prior work includes nine years with Summit Utilities, Inc. and a current role at Clean Energy Fuels focused on renewable projects. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and a mix of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Laurel Lane is a financial advisor at Merrill based in Portland, ME, holding a Series 66 designation with eight years of industry experience. She has been with Merrill since 2007. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.

Gregory Blackburn is a financial advisor at Cetera with the PFS™ designation and 11 years of experience through his ownership of Blackburn Tax Advisory LLC. He has also worked at Blackburn Financial and joined Cetera in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Sarah Church is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at SagePoint Financial, Open Systems Technologies Inc., and Merck KGaA. Outside of her advisory role, she also has part-time employment with Target. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Tammy Kelly is a Series 66-licensed financial advisor with UBS Financial Services, based in Portland, ME. She has 14 years of industry experience and has been with UBS since 2010. Outside of her advisory role, she works as a delivery helper for UPS. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services with an emphasis on tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

James Harvey is a financial advisor with RBC Capital Markets in Portland, ME, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves on the boards of the Portland Pirates and the Atlantic Pro Sports and is a member of the finance committee at St. Albans Episcopal Church. He also co-chairs the Portland race for Swim Across America. RBC Wealth Management serves a broad client base, including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.