James Cook is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and five years of industry experience. His prior positions include roles at WEX Inc., Keybank, and Key Investment Services LLC. He is based in Boothbay Harbor, ME. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services. The firm supports a range of program structures with over $256 billion in assets under management and more than 10,000 advisors.

Robert Hilf Jr. is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Waddell & Reed, Inc., and operated The Hilf Tirpak Group LLC. Hilf has also been involved with Pittsburgh Action Against Rape (PAAR) for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining model portfolios with research from LPL Research and third-party subadvisors.

Jody James is a Series 66-licensed financial advisor with 13 years of industry experience, currently with LPL Financial since 2019. Prior to joining LPL, James worked at AXA Advisors and Edward Jones. Outside of advisory work, James teaches financial literacy classes through RSU5 Community Programs and is involved in tax preparation and consulting activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services featuring both discretionary and non-discretionary management supported by extensive research and advanced portfolio management tools.

Thomas Perkins is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Raymond James Financial and related entities since 2009 and also serves on the Boothbay Harbor CSD School Board. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and analytical tools.

Jeffrey Labbe is a financial advisor with Edward Jones in Bath, ME, holding the Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, Labbe is a member of the Bath Rotary, where he participates in fundraising and attends weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

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.

Scott Lemieux is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in tax preparation through co-ownership of BPCP Tax Advisors, LLC, and owns several business entities related to office space leasing and property management. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed, research-driven recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Marro is a financial advisor at LPL Financial in Brunswick, ME, holding a Series 66 designation. He has eight years of self-employed experience and has worked at Camden National Bank since 2026. Prior to his financial career, he spent three years with the Brunswick School System. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Matthew Crane is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Coastal Maine Botanical Gardens and Kents Hill School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Lowell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Blackhawk Network Inc for six years and at CashStar for four years. He is based in Brunswick, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Shana Bennett is a financial advisor with XYPN Sapphire holding a Series 66 credential and two years of industry experience. Her prior work includes roles at HighTower Securities LLC and the University of Southern Maine, as well as service in the U.S. Navy. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management along with sponsored TAMP services.