Scott Pullen is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Valic Financial Advisors since 2011 and is also currently associated with Agia. Outside of his advisory role, Pullen serves as the Town Manager of Levant, Maine, a position he has held since 2005. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Douglas Dulac is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been involved with United Planners since 2008. Dulac serves on the finance committee of the Anah Shrine and has been active in this community role since 2012. United Planners Financial Services serves a broad range of clients including individuals, corporations, charitable organizations, and institutional investors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Joseph Timmerman is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds the Series 66 designation and previously worked at USAA Financial Advisors, Victory Capital Advisers, and in educational institutions. Outside of his advisory role, he operates a small farming business with his family in Skowhegan, Maine. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and entities, often serving clients connected through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized strategies.

Megan Freedman is a financial advisor with TIAA-CREF in Orono, ME, holding Series 63, Series 65, and Series 66 licenses. She has 20 years of industry experience and has been with TIAA-CREF since 2014. Outside of her advisory role, she is also a landlord, managing rental properties in Brooksville, ME. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that uses affiliated funds.

Scott Carter is a financial advisor with Brookstone Capital Management LLC in Hamden, ME, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Financial Security Alliance since 1990. Outside of his advisory role, Carter is an independent insurance agent. Brookstone Capital Management is an SEC-registered firm providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banks. The firm supports a large network of advisors with back-office and TAMP services and employs a range of investment strategies delivered primarily on a discretionary basis.

Richard Heleen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he holds a minority ownership in an organic-based grass fertilization business focused on planning and marketing. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and institutions, offering investment management, financial planning, and retirement consulting through various fee-based wrap programs. The firm utilizes multiple strategies including mutual fund and ETF models, separately managed accounts, and custom portfolios, supported by an internal trading desk and an Investment Strategy Committee.

Kevin Davidson is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within KeyBank and Key Investment Services since 2017. His background also includes employment at Lowe's and the University of Maine. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment offerings. The firm emphasizes client-directed investment decisions, providing recommendations and ongoing monitoring while facilitating access to third-party discretionary managers and delivering supervisory oversight.

David Dunfee is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and operates as part of the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Stephanie Hunter is a financial advisor at Valic Financial Advisors with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual and Legal Seafoods LLC. Outside of her advisory role, she participates as a secret shopper for various businesses. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Robin Coombs is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as an independent contractor with Meridian Wealth Strategies in Hampden, ME. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary strategies that incorporate risk profiling and modeling tools, and it offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Craig Worcester is a financial advisor with Mass Mutual Investors Services in Bangor, ME, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at United Insurance Group since 2025 and at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2018. Outside of advisory services, he is involved in insurance brokerage focusing on individual and group life, health, and disability insurance. MassMutual 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 ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Sundance Campbell is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Morgan Stanley in 2018, he worked at TIAA-CREF from 2015 to 2018. Outside of his advisory work, Campbell serves on the Board of Directors and Finance and Development Committees for the Penobscot Theatre Company and is involved with the City of Bangor’s Arts & Commission for Cultural Development. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a range of investment programs supported by firm‑approved planning tools and strategies.

Dalton Ingraham is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at GWFS Equities, Inc. for 11 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by firm-approved tools and provides comprehensive asset management services.

Gary Farley is a Series 65-licensed financial advisor with MassMutual Investors Services, based in Bangor, ME. He has 42 years of industry experience and has worked at MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he serves as a selectman for the town of Swans Island, ME. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools to develop written recommendations focused on investment categories and strategies.

Donald Mitchell is a financial advisor with RBC Capital Markets in Bangor, ME, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has been with RBC Capital Markets since 2012. Outside of his advisory role, he is a passive owner of a self-storage business in Portland, Maine. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored portfolio strategies that include various investment managers, rebalancing options, and alternative investments.

Lisa Cherry is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at both RBC Capital Markets since 2015 and City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through in-house and third-party managers, providing a range of portfolio management, financial planning, and brokerage services.

Kathleen Shane is a financial advisor with UBS Financial Services in Bangor, ME, holding a Series 66 designation and four years of industry experience. She has worked at UBS since 2018 and previously held positions at Epstein Commercial Real Estate and Downeast Toyota. Shane serves on the governance committee of the Literacy Volunteers of Bangor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolios. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Angela Roach is a financial advisor with Wells Fargo Advisors in Bangor, ME, holding a Series 66 designation and 12 years of industry experience. She has worked within the Wells Fargo organization since 2010, including roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services across various areas using Wells Fargo research and planning tools, with clients deciding whether and how to implement recommendations through brokerage or advisory programs.

Lucas Philippon is a financial advisor with LPL Financial based in Bangor, ME, holding the Series 66 designation and five years of industry experience. His prior roles include positions at OSAIC, Ameriprise, Apex Group LTD, United Natural Foods Incorporated, and Hannaford Supermarkets. He is also involved as an insurance agent and works with Varney Retirement Services, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daren Kelley is a financial advisor with Cetera in Bangor, ME, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services, among other firms. Kelley is the owner of Kelley Tax & Financial, where he prepares individual and business tax returns and provides related business services. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.