Eric Farnsworth is a Series 66 licensed advisor with Key Investment Services LLC, located in Saco, ME. He has 13 years of industry experience and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while offering access to third-party discretionary managers and maintaining supervisory oversight across its programs.

Emma Bean is a CFP® and Series 66 licensed advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She previously worked at Charter Oak Capital Management for nine years before joining Mercer Global Advisors in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and also offers specialized services such as retirement plan consulting and charitable advisory.

Charlene Stearns is a Series 66-licensed financial advisor with Key Investment Services LLC, where she has worked since 2006. She has 33 years of industry experience. Outside of her advisory role, she is a co-owner of a floral business and a sales agent with a local real estate group. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, while also providing access to third-party discretionary managers and supervisory oversight.

Christopher Toomey is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has 12 years of industry experience, including 11 years with GWFS Equities, Inc. and one year at Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Ellis Baum is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Cambridge, he worked for Residential Resources Inc for 22 years. Baum serves as a board member and volunteer in a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions.

Kathleen Shea is a financial advisor with Ameriprise in Biddeford, ME, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its predecessor entities since 1993. Outside of her advisory role, she is involved in affordable housing through Affordable Maine Homes, LLC, which renovates homes for resale, and serves on the Board of Directors for the Biddeford Saco Rotary. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies. The firm’s retirement income service uses third-party data and proprietary tools, with implementation led by clients and their advisors within a structured investment approach.

Raymond Nichols Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with distinctive roles in commodity pool operations and fund advisory.

Heather Martin is a financial advisor with Morgan Stanley in York, ME, holding a Series 63 designation and 15 years of industry experience. Her prior work includes roles at E*TRADE Securities LLC and Stockcross Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Brian Elkevizth is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he worked at the U.S. Department of Homeland Security and the U.S. Department of State, and he is involved with Nor’Easters Baseball & Softball. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios alongside brokerage and insurance products. The firm’s integrated platform combines advisory programs with the sale of various financial products and includes a collateralized lending program.

Richard Letellier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 47 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, he works as a sports and fitness instructor at a high school in Biddeford, ME. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies delivered through independent Financial Professionals.

Michael Gosciminski is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2016. Outside of his advisory role, he serves as an administrator for the Estate of L G in Biddeford, Maine. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Stevenson is a financial advisor with LPL Financial in York, ME, holding Series 63 and Series 65 credentials and 28 years of industry experience. He worked at Lincoln Financial Securities Corporation for 12 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Quang Nguyen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked with MML Investors Services, Mass Mutual Life Insurance Company, and Sageguard Investment Advisory Services. Outside of finance, Nguyen is a partner-owner involved in seafood businesses and serves on the advisory board of a local company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Kelsey Daniels is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing 27 years of industry experience. Daniels has worked with Primerica Advisors since 2002 and has prior experience at CitiGroup from 1999 to 2019. Outside of advisory work, Daniels is involved in sales of investment-related products and receives compensation for referrals related to loan products and home security services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates with nearly 3,700 financial advisors managing approximately $15.5 billion in assets, delivering model-based investment strategies supported by third-party asset managers and custodians.

Jessica Jourdain is a financial advisor at Edward Jones with 23 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she works as a Walmart Spark driver, making grocery deliveries in Sanford, ME. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

William Glidden is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Personal and Workplace Advisors. Outside of his advisory work, Glidden serves as Chairman of the Finance Committee at Eliot Baptist Church. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs and products through an integrated platform that includes advisory services, brokerage, and insurance.

Matthew Cyr is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has worked at Cetera and affiliated entities since 2010 and also has experience with Maine Community Bank. Cyr serves on the board of directors for Seeds of Hope Neighborhood Center, a nonprofit focused on addressing poverty and promoting personal growth. Cetera Investment Advisers LLC is an SEC-registered advisory firm with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform featuring both affiliated and third-party managers.

Chad Liston is a financial advisor with Mass Mutual Investors Services in Sanford, Maine, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Metlife Securities, Inc. for 16 years before joining Mass Mutual Life Insurance Company in 2016 and its Investors Services division in 2017. Outside of his advisory role, he is engaged as an insurance agent and is involved in managing a limited liability company related to real estate short-term rentals. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing comprehensive financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers client-centered planning through collaborative annual engagements that utilize advanced analytical tools and offers a range of investment and educational programs.

Roger Auger is a financial advisor at Ameriprise with 49 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Auger serves on the Board of Directors for the TJC Support Board and is a managing partner at Collaboration Partners, LLC, overseeing strategic vision and operations. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice.

Daniel Miles is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at UBS Financial Services since 2009. Outside of his advisory role, he serves as a member of the Advisory Finance Board for the Town of Wilbraham, providing advice on the town’s budget matters. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining wealth management services with institutional trading capabilities and proprietary research to tailor investment plans to clients’ goals and risk tolerances.