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 financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Mattress Firm from 2015 to 2019. Oppenheim holds the Series 66 designation and is based in Augusta, Maine. Edward Jones is a 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Gail Conley is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has been with LPL Financial since 2016 and concurrently serves as Director of Investment Services at Kennebec Savings Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios.

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.

Rachael Siegfriedt is a financial advisor with Edward Jones in Monmouth, ME, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at the New York City Department of Investigation and Hilco Global. Outside of her advisory role, she is involved in residential property management in Biddeford, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Danielle Valleau is a financial advisor with Raymond James Financial Services Advisors Inc. She holds the Series 66 designation and has 16 years of industry experience. Valleau has worked at Raymond James since 2009 and previously worked at Thomas M Hastings LLC. She also operates her own business, Danielle Valleau LLC, supporting her activities with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and maintains specialized services in municipal finance and SIMPLE IRA employer advisory programs.

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.