Andrew Novick is a financial advisor with Edward Jones in Falmouth, ME, holding a Series 66 designation and over one year of industry experience. Prior to joining Edward Jones, he was associated with Bankers Life Advisory Services, Bankers Life Securities, and BankersLife. Outside of his financial career, Novick serves as the part-time Head Men's Basketball Coach at Plymouth State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a nationwide network of advisors and branch offices.

Marco Giancotti is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors at Jesuit High School in Portland, Maine, where he chairs the Investment Committee and is a member of the Executive Committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supporting advisors with proprietary research and data analytics to tailor investment strategies.

John Cassidy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Camden National Bank and held various roles outside finance, including positions at Starbucks Coffee Company and Comstar Technologies, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Jeffrey Houdlette is a Series 66-licensed financial advisor with 19 years of experience, currently working at UBS Financial Services in Kennebunk, ME. He previously worked at Morgan Stanley for one year and has held positions at UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Shute is a financial advisor with Morgan Stanley in Portland, ME, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Hightower Advisors, JP Morgan Chase, Merrill, and earlier work at Morgan Stanley. Outside of his advisory career, he occasionally performs food delivery services with Uber in his free time. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved tools as part of its planning process.

Christine Morin is a Series 66 credentialed financial advisor at OSAIC with one year of industry experience. Her background includes roles at Viridian Financial, Rountree Financial, and various positions outside the financial sector. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Haas Jr. is a financial advisor at Raymond James & Associates with 30 years of industry experience. His prior roles include positions at Citigroup Global Markets, City National Bank, and RBC Capital Markets. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Russell is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at TD Bank, Sun Life, Edward Jones, Liberty Mutual, and Maine Employers Mutual Insurance Co. Outside of his advisory role, he manages a rental property in Portland, Maine. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable investment strategies implemented through both in-house and third-party managers.

Michael Mctigue is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and having 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 12 years. He is based in Topsham, Maine. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Katrina Stannard is a financial advisor with Fidelity in Portland, ME, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has been with Fidelity since 2014. Outside of her advisory role, she coaches a high school basketball team in Falmouth, Maine. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in discretionary and non-discretionary advisory work and serves multiple registered investment companies and fund-of-funds.

David Chambers is a financial advisor with Ameriprise in Portland, ME, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing comprehensive written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Leigh Daggett is a financial advisor with Ameriprise in Portland, ME, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its related entities since 2005. Daggett serves on the Board of Directors for the Robbie Foundation as a volunteer. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tailored, non-discretionary recommendations. As a large institutional firm, it also provides 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.

Derek Nisbet is a financial advisor with Ameriprise in South Portland, ME, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in managing a multi-family property that includes owner-occupied and rental units. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools overseen by dedicated teams, and serves clients through a broad range of advisory, brokerage, and insurance solutions.

Steven Koskinen is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of his advisory role, he serves as a vestry member at Saint Peter’s Episcopal Church in Portland, Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and research.

Brian Bartlett is a financial advisor with Edward Jones in Yarmouth, ME, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Troy Jellison is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018, with prior experience at Ameriprise Financial and Atlantic Fund Services. Outside of his advisory role, he serves on the finance committee of Triangle Lodge No. 1, A.F. & A.M., a longstanding community organization in Portland, Maine. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm operates with institutional trading capabilities alongside wealth management services, providing a broad range of capital markets and advisory solutions.

Travis Miller is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a trustee for a condo association in Boston where he is involved in the building’s management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Barry Haffner is a financial advisor with UBS Financial Services in Washington, DC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with UBS Financial Services since 1987, following a prior role at Painewebber Incorporated. Outside of his advisory work, he serves on the boards of a real estate association and a music school, and participates on the golf committee at a country club. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

Joyce Pike is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced planning tools, managing approximately $2.74 trillion in client assets.