Michael Mctigue is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and having 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 12 years. He is based in Topsham, Maine. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

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.

Leigh Daggett is a financial advisor with Ameriprise in Portland, ME, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its related entities since 2005. Daggett serves on the Board of Directors for the Robbie Foundation as a volunteer. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tailored, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Marro is a financial advisor at LPL Financial in Brunswick, ME, holding a Series 66 designation. He has eight years of self-employed experience and has worked at Camden National Bank since 2026. Prior to his financial career, he spent three years with the Brunswick School System. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Brian Bartlett is a financial advisor with Edward Jones in Yarmouth, ME, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Travis Miller is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a trustee for a condo association in Boston where he is involved in the building’s management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Barry Haffner is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS Financial Services since 1987, following a prior role at Painewebber Incorporated. Outside of his advisory work, he serves on the boards of a real estate association and a music school, and participates on the golf committee at a country club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

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.

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.

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.

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.