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.

Daniel Sweetland is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory roles, he has been involved with Gateway Retirement Solutions as a Wealth Management Associate. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm operates a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and third-party manager referrals through various platform-based investment approaches.

Joseph Perusse is a financial advisor with Citizens Securities, Inc. in Rochester, New Hampshire. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Citizens Securities in 2019, he was affiliated with NYLIFE Securities LLC and Atlantic Planning Group, among others. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a range of advisory solutions, including a digital advisory program and managed accounts, while operating as a broker-dealer and insurance agency.

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 the Series 66 designation with one year of industry experience. His prior work experience includes roles at Lowe’s Home Improvement and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

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.

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 registrations and bringing 39 years of industry experience. He has prior experience at Ameriprise and RBC Capital Markets, LLC, and is also involved with Grove Point Advisors LLC and Grove Point Investments LLC. Miller is additionally engaged in insurance sales as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various sources.

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 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.

Chad Liston is a financial advisor with Mass Mutual Investors Services in Sanford, ME, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes 16 years at Metlife Securities, Inc. and over a decade with Mass Mutual entities. Outside of advisory work, he is involved as an agent in individual and group life insurance and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as annual, collaborative engagements using firm-approved analytical tools.

Cody Gullikson is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and three years of industry experience. His work history includes roles at Fidelity Investments since 2022 and prior experience in various industries including landscaping contracting and employment services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research techniques, and its formal advisory role to multiple registered investment companies.

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 at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS 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. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and capital market assumptions to tailor 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 financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes over two decades at Mwa Financial Services, Inc., and he has been involved with Monroe Financial and Shiloh Corp. for more than 30 years. Monroe also serves as a board member of River of Life Church, a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

Maxwell Graham is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Network Business & Consulting and Unified Parking Partners, as well as work at the University of Vermont. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

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.