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.

Colin Mcgee is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 13 years of industry experience. His prior work includes roles at Avantax Advisory Services and Green Street Financial LLC, where he also serves as owner and sole proprietor overseeing tax preparation and accounting services. He is a board member emeritus of the Portsmouth Music and Arts Center and supports the New Hampshire Theatre Project in business and accounting capacities. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment program options through a multi-manager platform.

Ryan Merchant is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and provides centralized custody and order-routing services.

Scott Sirois is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1999, initially performing equity research with a team in North Carolina. In 2003, he transitioned to the Portland, ME office, where he partnered with a colleague to advise clients. Scott's practice focuses on providing financial advice to high net worth families, retirees, businesses, and organizations. His work encompasses the entire investment process, including designing and implementing customized asset allocation strategies, analyzing various investment options, and utilizing analytical tools to comprehensively assess clients' financial situations. He also involves screening and meeting with outside money managers and individual stock selection and tracking to support client portfolios. Scott holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He uses Merrill's forecasting tools to develop tailored investment strategies aimed at helping clients achieve their financial goals. Scott graduated summa cum laude from Methodist University with a Bachelor's Degree in Business Administration and minors in Finance and Economics. Residing in Falmouth, Scott spends time with his wife Christina and their children, Samuel and Jacquelin. His personal interests include antiquing, baseball, golfing, ice hockey, and family activities.

Jonathan Hiltz is a CFP® professional with 26 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and also maintains a role at Mass Mutual Life Insurance Company since 2016. Prior to this, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, structuring client engagements as annual collaborative relationships that focus on goal analysis and written recommendations.

Tricia Maschke is a financial advisor at Morgan Stanley in Portland, Maine, holding a Series 66 designation with 12 years at the firm and 2 years of industry experience. Outside of her advisory role, she sells homemade crafts locally. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad array of investment programs.

Alicia Boylan is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at adhesion wealth, American Beacon Advisors, Resolute Investment Services, State Street Global Advisors, Fidelity, and Commonwealth Financial Network. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms supported by a large network of investment adviser representatives.

Anthony Jessen is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 licenses and 42 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, he serves as an Honorary Director for Friends of Casco Bay, focusing on the environmental and economic health of Casco Bay, and is a member of CJ Aviation, an LLC involved in recreational aviation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing a combination of proprietary research, model-based asset allocations, and comprehensive planning tools. The firm integrates institutional trading capabilities with wealth management services to offer a broad range of financial solutions.

Bryan Vandussen is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Treasurer for the West End Neighborhood Association and the West Prom Sunset Concerts, and is Membership Chair for the BMW Riders of Southern Maine. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Karen Winslow is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 1996. Based in Portland, ME, she serves clients through a large national firm and has held nonprofit board roles related to insurance associations. Winslow also manages fiduciary responsibilities as an executor and successor executor in estate capacities. LPL Financial is a national broker-dealer and registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plans. The firm provides a range of investment solutions including model portfolios, third-party asset management, and institutional platforms supported by extensive research and technology tools.

Katherine Storey is Vice President, Wealth Planner at Fidelity Investments. She has been with Fidelity since 2008, progressing through roles including Financial Representative, Private Client Specialist, Investment Representative, Account Executive, Financial Consultant, and Wealth Planner. In her current role, Katherine partners with families and individuals to understand their financial situations, assess goals, and help build confidence in their financial futures. Her extensive experience at Fidelity spans wealth planning and financial consulting. Outside of work, Katherine enjoys boating, skiing, and spending time with family.

Brett Davies is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Raymond James Financial Services, Concurrent Advisors, and Adalan Private Wealth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings including fee-based 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 client solutions.

Brandon Wasser is a Series 66-licensed financial advisor with Ameriprise in Scarborough, Maine, with approximately three years of industry experience. His professional background includes roles at Ameriprise Financial Services and various positions outside the financial sector, including business ownership in re-selling. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Emily Getchell is Vice President and Branch Leader at Fidelity Investments, where she leads a team of financial professionals dedicated to delivering comprehensive planning experiences that strengthen client relationships and enhance guidance standards. In her leadership role, she focuses on supporting advisors in achieving meaningful outcomes for clients and fostering career fulfillment through clarity and confidence. Emily's career in the financial services industry spans over a decade, with progressive roles at Fidelity Investments since 2019, including Vice President, Regional Planning Consultant, and Financial Consultant. Prior to joining Fidelity, she held positions such as Retirement Investment Counselor at Lebel & Harriman, LLP, Financial Consultant at Norton Financial Services, Assistant Portfolio Manager at Ram Trust Services, and various roles at Vanguard, including Relationship Manager and Client Relationship Associate. Outside of her professional work, Emily engages in activities such as music, running, skiing, theater, volunteering, and yoga.

Zoe Nelson is a Series 66 credentialed financial advisor with LPL Financial, based in Scarborough, ME. She has two years of industry experience and has previously worked at Navigate Wealth Planning Group, Bankers Life, Free Range Fish and Lobster, and the University of Southern Maine. Outside of her advisory role, she has been involved with Navigate Wealth Planning Group, an entity affiliated with her LPL business. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

David Gallant is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and totaling 39 years of industry experience. He has worked at Osaic since 2024 and has been the owner of Gallant's Insurance since 1993. In addition to his advisory work, he has operated Gallant's Photography since 1985. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and offers portfolios constructed using firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

Nicholas Pronovost is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and has previously worked at Babson College, Cellular Sales, and Tyler Technologies. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and advanced tools.

Tyler Judkins is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a trustee on the Board of the Maine Historical Society and is president of the Mt. Blue High School Alumni Association, which awards scholarships to recent graduates. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients' goals and risk tolerances.