Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

Steven English is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Raymond James since 2017 and is also employed as Associate and Director of Financial Services at Androscoggin Bank. Additionally, he is involved with Androscoggin Financial Services, a support company operating as a DBA for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized services including municipal advisory work and SIMPLE IRA Employer Advisory programs.

David Beemer is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. outside of his advisory role, Beemer serves as Vice President of the Experimental Aircraft Association Chapter 87 and is engaged in building an experimental aircraft. He is also licensed as a marriage officiant and performs notary public duties. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage diverse portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Gardner Jr. is a ChFC® and Series 66 licensed financial advisor with Ameriprise, based in Pownal, ME. He has 26 years of industry experience, including over 20 years with Ameriprise Financial Services. Outside of his advisory role, he is a co-owner of The Advisor Group, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a structured, non-discretionary process involving investment research and algorithmic analysis.

John Hallee is a financial advisor with LPL Financial, holding a Series 65 credential and four years of industry experience. He has been with LPL Financial since 2021 and has concurrently worked at Back River Financial Services, Inc. since 2010. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Colby Dionne is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Equitable Advisors. Outside of his advisory work, he has been involved with Compass Investment Management, a non-investment related DBA based in Lewiston, Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized programs in municipal and employer advisory services.

Kelsie West is a financial advisor with Edward Jones in Topsham, ME, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Leslie Stevens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2016 and with Atlantic Investment Advisors since 2001. Stevens serves as a board member for the nonprofit Looking Ahead Clubhouse, which supports mentally and physically challenged individuals. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment programs.

Jeffrey Guenther is a Series 66-licensed financial advisor with Edward Jones in Bath, Maine, and has nine years of industry experience. He has been with Edward Jones for ten years. 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 offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Benjamin Holmes is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Preferred Therapy Solutions, North Country Associates, Rehab Care, Uhaul Moving and Storage, and Husson University. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Timothy Fulton is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and serving clients for 26 years. He has been with LPL Financial since 2008. In addition to his advisory role, he is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and utilizing advanced operational and research tools.

Linda Mckenney is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at LPL Financial since 2012 and previously at The Patriot Financial Group, New England Securities, and Waddell & Reed. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Alimi is a financial advisor with Ameriprise in Topsham, ME, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Elizabeth Farmer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2008. In addition to her advisory work, she owns and operates Libby Farmer Tax Solutions, providing tax preparation services part-time. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading to BNY Mellon Advisors and custody to Pershing and Primerica Brokerage Services.

April Caron is a financial advisor with Edward Jones in Brunswick, ME, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held roles with the American Red Cross in both biomedical and humanitarian services. Outside of her advisory work, she is involved with Shackley & Caron LLC, an LLC managing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Louis Poussard is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked for VOYA Financial for 12 years. 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 managed solutions, supported by a large network of financial advisors and branch offices across the country.

Carlo Zanoni is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a qualified Portfolio Manager. Carlo has over 20 years of experience in financial services, specializing in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Carlo utilizes a goals-based wealth management process, global resources, and current web technology to help clients pursue their financial lifestyles. He offers personalized wealth management strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He also serves clients through the firm's Investment Advisory Program, managing strategies on a discretionary basis. He earned a Bachelor of Science degree in Economics from the University of Southern Maine. Carlo is involved in his community through participation in organizations such as the Lewiston/Auburn Chamber of Commerce, Appalachian Mountain Club, and Preble Street Resource Center. He enjoys outdoor activities including baseball, basketball, camping, football, hiking, and music, and values spending time with his family.

Amy Lacavera is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 13 years of industry experience. She has worked at Cetera since 2025 and owns Tax Wise Financial Services, LLC, where she performs tax preparation as an Enrolled Agent. Lacavera also serves on the board of the Maine Association of Professional Accountants, assisting with seminars and acting as an IRS liaison. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers varied portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Susan Peters is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 registrations. She has nine years of industry experience and has worked at firms including Sharegain Securities Inc., Carver Edison Capital, and First Liberties Financial. Outside of her advisory role, she is also involved in quilt making and occasionally finishes quilting projects for clients. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Richard Garcia is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 13 years of industry experience. His prior roles include positions at The Patriot Financial Group, Backriver Financial Group, and New England Securities. In addition to advisory work, he is involved in tax preparation and accounting through Back River Tax Accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios and third-party asset managers, supported by technology tools and a broad platform of non-advisory financial products.