Katrina Stannard is a financial advisor with Fidelity in Portland, ME, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has been with Fidelity since 2014. Outside of her advisory role, she coaches a high school basketball team in Falmouth, Maine. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in discretionary and non-discretionary advisory work and serves multiple registered investment companies and fund-of-funds.

David Chambers is a financial advisor with Ameriprise in Portland, ME, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing comprehensive written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Augustine Martel is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Charter (Spectrum) and various other employers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a platform that integrates advisor programs with sales of other financial products.

Derek Nisbet is a financial advisor with Ameriprise in South Portland, ME, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in managing a multi-family property that includes owner-occupied and rental units. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools overseen by dedicated teams, and serves clients through a broad range of advisory, brokerage, and insurance solutions.

Steven Koskinen is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves as a vestry member at Saint Peter’s Episcopal Church in Portland, Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research.

Troy Jellison is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, with prior experience at Ameriprise Financial and Atlantic Fund Services. Outside of his advisory role, he serves on the finance committee of Triangle Lodge No. 1, A.F. & A.M., a longstanding community organization in Portland, Maine. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm operates with institutional trading capabilities alongside wealth management services, providing a broad range of capital markets and advisory solutions.

Mark Daniels is a financial advisor with Primerica Advisors in Old Orchard Beach, ME, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, focusing on percentage-based tiered fees rather than fixed-fee billing.

Robert Felvinci is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously spent eight years at Seaway Investment Management. He is also employed by Pension Professionals in Biddeford, ME. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.

Joyce Pike is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.

Paul Romano is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory work, Romano serves as Treasurer and a member of the Board of Directors for the Maine Flag Football League, a youth sports organization in Southern Maine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Eric Pronovost is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2015. Outside of his advisory role, he co-owns a rental condo at Sugarloaf Mountain Hotel in Maine. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, employing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

George Spino is a financial advisor at Raymond James Financial with 40 years of experience. He holds the ChFC® and Series 63 designations and has been with Raymond James Financial since 2001. Outside of his advisory role, he serves as an assistant football coach for Greely Youth Football. 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 analytical modeling and supports a range of advisory programs and institutional consulting services.

Carter Pearl is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has worked at Raymond James and its affiliate Financial Benefit Services Corporation since 2019. Outside of advising, he serves on the advisory board of Maine Central Institute, where he participates in quarterly board meetings and committee work related to the school's development. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christina Marquette is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2023, progressing through positions including Financial Representative, Relationship Manager, and Planning Consultant. Christina works closely with clients to develop customized financial plans, identify opportunities to enhance their outcomes, and maintain consistent communication to ensure confidence in their financial futures. Christina holds a California Insurance License, which supports her capability in providing comprehensive financial advice. Outside of her professional work, she has interests in music, outdoor adventures, pets, running, and traveling.

Robert Vail is a financial advisor with LPL Financial, holding the Series 66 and Series 63 designations and bringing 17 years of industry experience. His prior roles include positions with TD Private Client Wealth LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. He is also involved with Empeople, an investment and retirement services business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Margaret Haskell is a financial advisor with RBC Capital Markets in Portland, ME, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Treasurer and a board member for Almost Home Rescue, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, complemented by RBC’s capital-markets capabilities and affiliated asset managers.

Naveed Ahmady is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. Outside of his advisory role, he serves on the board of directors for MidCoast Humane, where he contributes financial guidance and helps develop additional funding for the organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions supported by proprietary research and a broad platform of capital markets activities.

Paula Raleigh is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with UBS since 1995. Outside of her advisory work, she also works as a customer service representative for L.L. Bean. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Claire Cooney is a CFP® with 37 years of experience in the financial industry and has been with Raymond James & Associates since 2014. Based in Portland, ME, she serves clients through the firm’s advisory platform. She is also a committee member of the St. Brigid School Finance Committee, where she participates in budgeting, tuition setting, and fundraising activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by extensive research and a range of portfolio management styles.

Warren Spencer is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kovack Securities and Kovack Advisors for a decade. Outside of his advisory role, he has a real estate ownership interest in Norway, ME. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals, combining research-driven recommendations with algorithmic tools to deliver tailored income strategies.