Daniel Sweetland is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and two years of industry experience. He previously worked at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory role, he has experience in other fields, including work with the University of New Hampshire and involvement with the Ponkapoag Civic Association. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through a variety of advisory platforms, employing multiple investment approaches and providing both discretionary and non-discretionary services.

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.

Andrew Hooper is a financial advisor at Edward Jones in Rochester, NH, holding a Series 66 designation with one year of industry experience. His background includes service in the US Army from 2015 to 2022 and roles in retail and hospitality prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Michael Stevenson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. His current practice is based in York, Maine. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a range of investment strategies and advisor support tools.

Kelsey Daniels is a financial advisor at Primerica Advisors with 27 years of industry experience. They hold Series 65 and Series 63 licenses and have worked at Primerica Advisors since 2002, alongside prior experience at CitiGroup. Daniels is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies and supports trade execution and custody with established third-party providers.

Jacob Cormier is a financial advisor with Edward Jones in Somersworth, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Portsmouth Naval Shipyard for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Kirk Miller is a financial advisor with LPL Financial in Rochester, NH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior positions include roles at Ameriprise Financial Services, RBC Capital Markets, and Citigroup Global Markets. He is also involved in insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and alternative investment options.

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.

Christopher Hooper is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of client types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Glidden is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Personal and Workplace Advisors. He serves as chairman of the finance committee at Eliot Baptist Church. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

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.

Cody Gullikson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Sysco, Focal Point Landscaping Contracting, and Express Employment Professionals, among others. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction. The firm is noted for its advisory roles with multiple registered investment companies and its use of systematic methodologies in portfolio management.

Randall Briolat Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Portsmouth Naval Shipyard. Outside of his advisory role, he owns a short-term rental property in Bethel, Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Sean Dumont is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a co-owner of a four-unit apartment building in Sanford, Maine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Monroe is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Mwa Financial Services, Inc. and Modern Woodmen Of America. Monroe serves as a board member of River of Life Church, a religious organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Timothy Hardy is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2019. He partners with individuals and families to create and maintain comprehensive financial plans, guiding clients through their financial journeys. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Financial Representative at the same firm from 2015 to 2017. Before joining Fidelity Investments, Timothy worked as a Financial Services Representative at TD Bank from 2014 to 2015. Throughout his career, Timothy has developed expertise in financial planning and investment consulting, assisting clients with their financial needs and goals. Outside of his professional work, he has personal interests that include football, golf, spending time at the lake, reading, skiing, and soccer.

Rheis Cloutier is a financial advisor with Primerica Advisors based in Biddeford, ME. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at MB2 Restore, Lakewood Camps, and Portsmouth Naval Shipyard. Primerica Advisors provides discretionary asset management services through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Abigail Bryant is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2018. She has seven years of industry experience, including a career break from 2015 to 2018 as a stay-at-home mom. Abigail is based in Biddeford, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Hackett II is a CFP® professional with 31 years of industry experience, currently with Cetera since 2021. His prior roles include a seven-year tenure at Voya Financial Advisors and long-term involvement with Creteau, Hackett, Lachapelle & Associates, LLC. Outside of advising, he is a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment programs and third-party managers.