Christopher Cote is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund advisory, and model portfolios to intermediary platforms.

Michael Cleary is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at LPL Financial, Edward Jones, and Commonwealth Financial Network. Outside of his advisory work, Cleary owns multiple businesses in financial referrals and consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management solutions and strategies tailored to client objectives.

Julie Lucas is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Matthew Rittenhouse is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His work history includes roles with MML Investors Services, LLC, Baystate Financial, and Mass Mutual Life Insurance Company since 2020, as well as prior experience at Interchange Group and Christopher Newport University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved software tools.

Jason Macdonald is a financial advisor with Ameriprise in Falmouth, ME, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, he serves as a youth hockey referee. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Samuel Oppenheim is a Series 66 licensed financial advisor with Edward Jones in Augusta, ME, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mattress Firm for four years. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment options supported by a large network of advisors and offices nationwide.

Patrick Brennan is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc. for 17 years. Brennan is also an insurance agent involved in life and health insurance sales through Brennan Partners Inc. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and advisory services alongside access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a variety of investment types while supporting both discretionary and non-discretionary account management.

Eliot Sergent is a Series 66-credentialed financial advisor with Edward Jones in Augusta, ME. He began his career with Edward Jones in 2025 and has prior experience in various roles at companies including Charter Communications and Home Solutions USA LLC. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Tracy Cunning is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones for six years. Tracy is also the owner of Late Apex Holdings, LLC, and serves as a 1099 contract employee of Fourteen Forty Financial LLC, an Ameriprise franchise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

Kimberly Mackenzie is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2020. Her prior experience includes roles at key Investment Services LLC and KeyBank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Danielle Valleau is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She has worked with Raymond James Financial Services since 2009 and previously was with Thomas M Hastings LLC. Valleau also operates a support company, Danielle Valleau LLC, related to her financial advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses advanced modeling tools to support client goals, with unique offerings in municipal advisory and SIMPLE IRA employer consulting.

Patricia Flagg is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked with various entities within Avantax from 1998 to 2025 before joining Cetera in 2025. Flagg serves on the board of the Maine Association of Professional Accountants and operates her own tax preparation and accounting business, Flagg Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform and a range of portfolio management and consulting services across discretionary and non-discretionary accounts.

Sarah Dunckel is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on multiple local nonprofit boards, including Friends of the Kennebec River Rail Trail and Augusta Trails, and acts as treasurer for Beta Sigma Phi and the BOLM Board. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.