James Violette is a financial advisor at Primerica Advisors with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Violette has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2000. He also teaches the Maine Life and Health Producers license course. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account-level services.

Neal Richard is a financial advisor at Savant Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Allegiance Capital, L.L.C. and Allegiance Financial Group, Inc. He is also CFO and an advisor at Richard Brothers Financial Advisors, a registered investment advisory firm. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services.

Laura Linscott is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Savant Wealth Management since 2026 and previously spent a decade with Richard Brothers Securities and Richard Brothers Financial Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Stephanie Greenlaw is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. and Bankers Life Securities, Inc., and previously managed operations at Union Bluff Hotel. Outside of advisory duties, she is a licensed insurance agent with Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, utilizing a blend of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with client objectives.

Randall Richard is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has a long career including over 26 years at Richard Brothers Securities and ongoing leadership as president of Allegiance Financial Group, where he provides financial planning, investment management, and insurance services. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management and financial planning services. The firm combines evidence-based asset allocation with actively managed strategies and supports its services through affiliated accounting, legal, and trust entities.

Joseph Cote is a CFP® professional with 13 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Casco Bay Wealth Advisors. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, and Fidelity Investments. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and customizable investment solutions across various program structures.

Zachary Lauzon is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. He has worked at Savant Wealth Management since 2026 and previously spent 14 years with Richard Brothers Securities and Richard Brothers Financial Advisors. Lauzon serves as a relationship manager supporting insurance sales and client account management at Richard Brothers Financial Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Kevin Shilling is a ChFC® and Series 66 credentialed financial advisor with eight years of industry experience. He has worked with First Command Advisory Services, Inc. and its affiliated entities since 2017, following a prior role with Naval Recruiting District New England. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs that utilize model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.

Joshua Labrie is an investment advisor at Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has recently begun his career in financial advising. Prior to joining Bankers Life, he held various roles including positions at MEMIC and the University of Maine. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios according to client goals and risk tolerances.

James Gavin is a financial advisor at Bankers Life Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty, Inc. from 2009 to 2020. He was also involved with the Greater York Region Chamber of Commerce for nine years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients' goals, risk tolerances, and time horizons.

Trent Cunningham is a Series 66 licensed advisor with Key Investment Services LLC, where he has worked since 2009. He has 21 years of industry experience. Outside of his advisory role, Cunningham serves as secretary and treasurer for the Orion Way Road Association, a local road maintenance organization in Windham, Maine. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and model portfolios. The firm emphasizes client-directed investment decisions supported by non-binding advisor recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Sarah Mosley is a financial advisor with Eagle Strategies (New York Life) and holds the Series 66 designation. She has 14 years of industry experience and has been with Eagle Strategies since 2013. Mosley is the owner of Mosley Financial Group and serves on the Morningstar Advisor Workstation Client Advisory Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and focuses on tailoring recommendations to client objectives and plan sponsor criteria, with a substantial portion of assets managed on a non-discretionary basis.

Jason Margeson is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with Bankers Life Securities and held positions at Great Falls Marketing and Casco Bay Steel. In addition to advising, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

John Daniels is a financial advisor with Edward Jones based in Windham, ME, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Primerica Advisors and Business Networking International. In addition to his advisory work, he was involved with BrooksCapes Property Service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

James Garland is a CFP® and ChFC® with 43 years of industry experience. He has worked at Cetera and its affiliate entities since 2021, and previously spent seven years at VOYA Financial Advisors. Garland is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors and provides access to multiple program structures and third-party money managers.

Crayton Silsby is a financial advisor with Fidelity who holds the Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across various fund structures.

Jessica Szafranski is a financial advisor at Edward Jones in Gorham, ME, holding a Series 66 designation with eight years of industry experience. She previously worked at St. Germain Collins for eight years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

Jacob Goff is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His prior work includes roles at Bryant University, Bates College, Dunkin, and Scarborough Public Schools. Outside of advising, he oversees the organization and completion of track and field events for high school and college students in New England through contract work connected by the United States of America Track and Field association. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet certain asset criteria, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, primarily delivering services through a centralized retirement-income consulting team.

Michael Smith is a financial advisor with Ameriprise who holds a Series 66 designation and has 24 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Johann Azzopardi is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he maintains a property and casualty insurance service business for existing policies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and model wealth portfolios, alongside affiliated insurance and trust services.