Wesley Labelle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, each for seven years, and at Questar Asset Management and Questar Capital Corporation for three years. Outside of his advisory role, he is a part owner of Gateway Property and Casualty, an insurance firm, and has ownership interests in a marine services business and real estate ventures. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of independent advisers managing roughly $5.4 billion in client assets, offering portfolio management, financial planning, and both wrap and non-wrap programs with a range of investment approaches and third-party manager referrals.

Matthew Ouellette is a CFP® with 24 years of industry experience currently with OSAIC Institutions, INC. He has been associated with Infinex Investments, Inc. since 2008. Based in South Berwick, ME, he holds a Series 63 registration. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm employs a hybrid adviser/broker-dealer model and offers customized advisory services, including access to alternative investments and lending solutions.

Michael Panagoulias is a financial advisor with D.A. Davidson & Co. and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including 10 years at LPL Financial prior to joining D.A. Davidson in 2023. Outside of his advisory work, he serves as head coach for seventh grade boys basketball for the MSAD #35 School District in Eliot, Maine. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services from retirement plan advisory to private wealth management for high-net-worth clients.

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.

Eric Farnsworth is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Key Investment Services since 2016 and previously spent three years at Ameriprise. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers various wrap programs alongside custodial, trade execution, and ancillary insurance services.

Emma Bean is a CFP® and Series 66 licensed advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She previously worked at Charter Oak Capital Management for nine years before joining Mercer Global Advisors in 2026. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and also offers specialized services such as retirement plan consulting and charitable advisory.

Charlene Stearns is a Series 66-registered advisor with Key Investment Services LLC, where she has worked since 2006. She has 33 years of industry experience, including prior roles at Banc of America Investment Services and Quick & Reilly. Outside of her advisory work, she is involved in real estate as a sales agent and co-owns a local flower business. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model offering portfolio management and model-based advisory services with an emphasis on non-discretionary management and integration with KeyCorp affiliates.

Derek Huot is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Northern Alliance Financial and operated his own financial services business. Outside of advising, he is also an independent insurance agent, providing fixed annuity and life insurance solutions. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management utilizing model portfolios, a mix of fundamental, technical, and cyclical analysis, and third-party sub-advisers to tailor its investment approach.

Christopher Toomey is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at GWFS Equities, Inc. for 11 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and rebalancing within plan lineups selected by plan sponsors.

Daniel Sweetland is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 designations and two years of industry experience. He previously worked at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory role, he has experience in other fields, including work with the University of New Hampshire and involvement with the Ponkapoag Civic Association. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through a variety of advisory platforms, employing multiple investment approaches and providing both discretionary and non-discretionary services.

Kathleen Shea is a financial advisor with Ameriprise in Biddeford, ME, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its predecessor entities since 1993. Outside of her advisory role, she is involved in affordable housing through Affordable Maine Homes, LLC, which renovates homes for resale, and serves on the Board of Directors for the Biddeford Saco Rotary. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies. The firm’s retirement income service uses third-party data and proprietary tools, with implementation led by clients and their advisors within a structured investment approach.

Raymond Nichols Jr. is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and having 26 years of industry experience. His career includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors, among others, spanning over two decades. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors, provides advisory services to registered investment companies, and employs systematic methodologies including AI and long-term asset allocation benchmarks.

Heather Martin is a financial advisor with Morgan Stanley in York, ME, holding a Series 63 designation and 15 years of industry experience. Her prior work includes roles at E*TRADE Securities LLC and Stockcross Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Brian Elkevizth is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at the U.S. Department of Homeland Security and the U.S. Department of State, and he has also been involved with Nor'Easters Baseball & Softball. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Richard Letellier is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 48 years of industry experience. He has worked with Cambridge since 2009 and previously held roles at First Allied Advisory Services and FFP Advisory Services. Outside of advising, he is employed at Biddeford High School in a sport, fitness, and gaming-related capacity. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management approaches and proprietary model strategies.

Michael Gosciminski is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2016. Outside of his advisory role, he serves as an administrator for the Estate of L G in Biddeford, Maine. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Stevenson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. His current practice is based in York, Maine. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, using a range of investment strategies and advisor support tools.

Quang Nguyen is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he is a partner-owner of QH LLC dba Fishermen's Net and Mua Lobster LLC, both seafood-related ventures, and serves on the board of Lee Auto Advisory Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by a large network of financial advisors and branch offices nationwide.

Kelsey Daniels is a financial advisor with Primerica Advisors in Biddeford, ME, holding Series 63 and Series 65 licenses and with 27 years of industry experience. Daniels has worked at Primerica Advisors since 2002 and previously spent 20 years at CitiGroup. Outside of advising, Daniels is involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies managed by third parties.

Jacob Cormier is a financial advisor with Edward Jones in Somersworth, NH, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Portsmouth Naval Shipyard for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.