Benjamin Holmes is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Preferred Therapy Solutions, North Country Associates, Rehab Care, Uhaul Moving and Storage, and Husson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 with approximately $1.01 trillion in assets under management.

Trevor Gay is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, his work history includes roles at USCIS, College Possible, and the University of Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Samuel Mondonedo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. He has served with the Military Sealift Command and is also associated with Mendall Financial Group, LLC in Augusta, ME. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Carlo Zanoni is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a qualified Portfolio Manager. Carlo has over 20 years of experience in financial services, specializing in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Carlo utilizes a goals-based wealth management process, global resources, and current web technology to help clients pursue their financial lifestyles. He offers personalized wealth management strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He also serves clients through the firm's Investment Advisory Program, managing strategies on a discretionary basis. He earned a Bachelor of Science degree in Economics from the University of Southern Maine. Carlo is involved in his community through participation in organizations such as the Lewiston/Auburn Chamber of Commerce, Appalachian Mountain Club, and Preble Street Resource Center. He enjoys outdoor activities including baseball, basketball, camping, football, hiking, and music, and values spending time with his family.

Connor Jackson is a Series 66 licensed financial advisor with LPL Enterprise, based in Auburn, ME, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, his background includes roles in various sectors such as manufacturing and retail. LPL Enterprise, LLC serves a wide range of clients including individuals, high-net-worth investors, and corporate entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions. The firm also provides brokerage and insurance services through affiliated entities.

Stephen Carew is a financial advisor with LPL Financial in Auburn, ME, holding Series 63 and Series 65 qualifications and bringing 31 years of industry experience. His career includes positions at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. He is a partner in BGA Advisors, Inc., which owns a stake in Varney Retirement Services LLC, where he is also a partner involved in the sales and servicing of employer-sponsored retirement plans and individual investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a broad array of investment strategies and operational tools.

Carol Gilbert Tondreau is a financial advisor with Ameriprise in Augusta, ME, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Ameriprise and its predecessor firms since 1996. Outside of her advisory role, she serves on the Board of Directors for the Calumet Educational Endowment Committee and holds officer positions with the Apple Ridge Subdivision Homeowners Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, using a centralized consulting team to provide non-discretionary, research-driven recommendations in partnership with advisors like Ms. Tondreau. The firm combines modeling and tax-efficiency analysis and provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Kathryn Carter is a financial advisor with LPL Financial in Augusta, Maine, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., for 32 years. Outside of her advisory role, she also conducts non-variable insurance business through a broker general agency. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Vance Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He holds the Accredited Asset Management Specialist (AAMS) certification and the Personal Investment Advisor (PIA) designation. Since joining Merrill Lynch in 2006, he has been designated as a Portfolio Manager, managing personalized or defined investment strategies to help clients pursue their financial goals. With over 24 years of experience, Vance focuses on understanding each client's unique financial situation to develop tailored strategies. He emphasizes client education and works diligently to help clients set achievable goals, understand their financial choices and portfolios, and implement plans that align with their long-term objectives. Vance serves a diverse clientele, including individuals, families, small businesses, and non-profit organizations. Vance earned an Associate's Degree from New Hampshire Technical Institute. Outside of his professional duties, he enjoys spending time at the family camp with his wife and two daughters, driving motorized vehicles such as ATVs and construction equipment, and playing guitar in a band with friends for the past ten years.

Andrea Karkos is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has worked with Androscoggin Financial Services since 2018, as well as Raymond James Financial Services Advisors, Inc. since 2017. She is also employed at Androscoggin Bank. 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 uses analytical tools to support client goals, along with specialized services in municipal and public finance.

Blaine Guido is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Central Maine Motors. Based in Manchester, ME, he has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of managed solutions, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Carl Marsh is a financial advisor at LPL Financial with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Marsh has worked at LPL Financial since 2010 and operates out of Hallowell, ME. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Randy Martin is a financial advisor with Primerica Advisors in Leeds, ME, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Charlotte Kelly is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and 22 years of industry experience. Her prior work includes roles at Keybank and Key Investment Services LLC, where she spent 13 years, as well as experience at Morgan Stanley DW Inc. She also has involvement with Crescent Industries INC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation primarily based on portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to external asset managers, and affiliated trust and insurance services.

Jason Morin is a financial advisor at Edward Jones in Hallowell, ME, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, his work history includes roles at Southern Maine Finance Agency, TD Bank NA, Finance Authority of Maine, and RMS/Guild Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Mark Anthoine is a ChFC® credentialed financial advisor with 36 years of industry experience, currently serving at LPL Financial since 2026. He has held prior roles at firms including OSAIC, Sagepoint Financial, and Mass Mutual Investors Services. Anthoine serves on the boards of Covenant Health and St. Mary’s Regional Health System and manages several business ventures focused on employee benefits and retirement services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment and planning services through a large network of advisors using both model and customized strategies.

Justin Conant is a financial advisor at Edward Jones in Auburn, ME, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as president of the Hoyt Drive Association in Monmouth, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Gagne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2016 and has prior experience with Fidelity National Information Services dating back to 1996. In addition to his advisory role, he is involved in the sale of investment-related products and home-related services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional portfolio management.

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 at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services, Baystate Financial, and Mass Mutual Life Insurance Company since 2020. Prior to that, he was employed at MyEVV and Interchange Group, and he also has experience at Christopher Newport University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.