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.

Glenn Whalen is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and its affiliates since 2016 and has been involved with Choice Wealth Advisors LLC and Choice Investments since 2014, providing financial planning, asset management, and retirement planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with access to affiliated and unaffiliated third-party investment managers.

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.

Carla Tyce is a financial advisor with Ameriprise in Waterville, ME, holding a Series 66 designation and three years of industry experience. She has worked at Ameriprise since 2019 and previously at Thomas College and Southern New Hampshire University. Outside of her advisory role, she has real estate ownership interests unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on income sources and tax-aware withdrawal strategies.

Christopher Cote is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund advisory, and model portfolios to intermediary platforms.

Christopher Markos is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. He has served as an advisory representative at Choice Wealth Advisors LLC and held roles at several Cetera entities since 2011. Markos is active in his community as the treasurer of the Rotary Club of Gardiner, Maine. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporations, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

Sasha Fitzpatrick is a Series 66-registered financial advisor with Edward Jones in Waterville, ME, with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years at The Last Unicorn Restaurant (FAF Incorporated). Outside of advisory work, she serves as treasurer for Fitzillo Incorporated, a graphic design business based in Winslow, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kathryn Bernatchez is a Series 66-registered financial advisor with LPL Financial in Waterville, ME, where she has worked since 2019. She has seven years of industry experience, including three years at Stone Coast Fund Services prior to joining LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Chelsey Oliver is a financial advisor with LPL Financial in Waterville, ME, holding a Series 66 designation and two years of industry experience. She has been associated with LPL Financial since 2022 and has previous work experience including roles with RSU 18 School District and Beachbody. Outside of her advisory work, Oliver is a girls' soccer coach and serves on the board of a local nonprofit school district, and also works part-time at the Snow Pond Center for the Arts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services with an emphasis on customizable investment strategies and operational support tools for its network of over 22,800 advisors.

Michael Cleary is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience at LPL Financial, Edward Jones, and Commonwealth Financial Network. Outside of his advisory work, Cleary owns multiple businesses in financial referrals and consulting. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio management solutions and strategies tailored to client objectives.

Peter Kemos is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at LPL Financial LLC for eight years and has a background that includes an affiliation with the College of the Atlantic. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bethany Roderigue is a financial advisor with Cetera, holding Series 63 and Series 65 designations and four years of industry experience. She has worked at Cetera and its affiliated entities since 2022 and also practices as a speech-language pathologist at Waterville Center for Health and Rehab. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and utilizes a multi-manager platform with various investment program options.

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.

Alexis Bowman is a Series 66-licensed financial advisor with LPL Financial, bringing three years of industry experience. Prior to joining LPL in 2022, Alexis held roles at All Pro and Thomas College and has been involved with the Town of Freedom Cemetery Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a wide range of investment and financial planning solutions.

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 Series 66 licensed financial advisor with Edward Jones in Augusta, ME, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mattress Firm for four years. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment options supported by a large network of advisors and offices nationwide.

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.

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.

Anthony Sementelli is a financial advisor with LPL Financial based in Winslow, ME, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2017, with prior roles at Stifel Nicolaus & Co Inc and Kennebec Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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 extensive research and operational tools.