Christina Marquette is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2023, progressing through positions including Financial Representative, Relationship Manager, and Planning Consultant. Christina works closely with clients to develop customized financial plans, identify opportunities to enhance their outcomes, and maintain consistent communication to ensure confidence in their financial futures. Christina holds a California Insurance License, which supports her capability in providing comprehensive financial advice. Outside of her professional work, she has interests in music, outdoor adventures, pets, running, and traveling.

Robert Vail is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including TD Private Client Wealth LLC, The Prudential Insurance Company of America, and Ameriprise. 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 portfolios, third-party asset management, and institutional platforms.

Margaret Haskell is a financial advisor with RBC Capital Markets in Portland, ME, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Treasurer and a board member for Almost Home Rescue, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, complemented by RBC’s capital-markets capabilities and affiliated asset managers.

Naveed Ahmady is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds the Series 66 designation. Outside of his advisory role, he serves on the board of directors for MidCoast Humane, where he contributes financial guidance and helps develop additional funding for the organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions supported by proprietary research and a broad platform of capital markets activities.

Paula Raleigh is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with UBS since 1995. Outside of her advisory work, she also works as a customer service representative for L.L. Bean. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Claire Cooney is a CFP® with 37 years of experience in the financial industry and has been with Raymond James & Associates since 2014. Based in Portland, ME, she serves clients through the firm’s advisory platform. She is also a committee member of the St. Brigid School Finance Committee, where she participates in budgeting, tuition setting, and fundraising activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by extensive research and a range of portfolio management styles.

Warren Spencer is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kovack Securities and Kovack Advisors for a decade. Outside of his advisory role, he has a real estate ownership interest in Norway, ME. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals, combining research-driven recommendations with algorithmic tools to deliver tailored income strategies.

Adam Mattson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He collaborates with clients to develop holistic wealth plans by clearly defining their financial goals and assisting them through various phases of their financial journey. His approach aims to provide clients with peace of mind by helping them understand how their investments are managed and performing. Adam's professional experience spans multiple roles in the financial services industry, beginning as a Customer Services Representative at Putnam Investments from 2002 to 2004. He then held several positions at Columbia Threadneedle Investments, including Product Specialist, Regional Sales Consultant AVP, Regional Sales Director, and Lead Business Analyst between 2004 and 2016. Prior to joining Fidelity Investments, he also worked as a Corporate Retirement Plan Associate at Richard Brothers Financial Advisors from 2016 to 2017. Adam holds a California Insurance License. Outside of work, Adam spends his weekends with his wife and two children, engaging in activities such as coaching their teams, skiing, camping, and visiting the beach.

Sarah Huckins is a Financial Consultant at Fidelity Investments, where she focuses on creating personalized financial plans tailored to her clients' individual goals and priorities. She emphasizes building meaningful relationships and trust to support her clients' confidence in their financial futures. Since joining Fidelity in 2020, Sarah has held various roles, including Investment Consultant, Portfolio Specialist, and Client Management Representative, gaining comprehensive experience in investment solutions and client services. She holds insurance licenses in Arkansas and California. Outside of her professional work, Sarah enjoys spending time at the beach, playing board games, engaging in family activities, exploring food interests, attending social events with friends, and parenthood.

Christopher Rogers is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Rogers is a partner in Griswold Holdings LLC and an investor in The Sugarbowl, a local business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Timothy Keene is a financial advisor with Ameriprise in N Yarmouth, ME, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written 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, non-discretionary retirement income recommendations through a centralized consulting team.

Corey Woodhead is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera in Falmouth, ME. His prior experience includes roles at LPL Financial, Gorham Savings Bank, and INVEST Financial Corporation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program options and custodial relationships.

Lauren Stone is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Mark Madden is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and UBS Financial Services. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Rebecca Drake is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Sandra Bailey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at Cetera and its related entities since 2010 and is also associated with Saco & Biddeford Savings Institution. Outside of advisory work, she provides notary services for existing Cetera clients. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and custodial relationships, managing over $256 billion in assets with more than 10,000 advisors.

Elizabeth Mckenney is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cambridge Investment Research Advisors since 2007 and at McKenney Financial Group since 2008, where she serves as Vice President and board member. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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, using a variety of portfolio management strategies and custody platforms.

Joshua Chase is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2026. His prior roles include positions at OSAIC, Sagepoint Financial, and ValMark Advisers. He serves on the Board of Directors for Junior Achievement of Maine, where he is involved in fundraising and strategic planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and technology tools while supporting a broad suite of non-advisory financial services.

Cameron Shorey is a financial advisor at Morgan Stanley in Portland, ME, holding a Series 66 designation with eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as previous positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm employs a structured planning process using firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Laurel Lane is a financial advisor at Merrill based in Portland, ME, holding a Series 66 designation with eight years of industry experience. She has been with Merrill since 2007. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal CIO teams and third-party managers.