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.

Sarah Blondin is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. She has 11 years of industry experience and has worked with PFS Investments Inc. since 2015 and Primerica Financial Services since 2013. Blondin’s prior work includes roles in healthcare and retail sectors. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

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.

Ryan Morris is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors and has four years of industry experience. His prior work includes nine years with Summit Utilities, Inc. and a current role at Clean Energy Fuels focused on renewable projects. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and a mix of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

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.

Gregory Blackburn is a financial advisor at Cetera with the PFS™ designation and 11 years of experience through his ownership of Blackburn Tax Advisory LLC. He has also worked at Blackburn Financial and joined Cetera in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Sarah Church is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at SagePoint Financial, Open Systems Technologies Inc., and Merck KGaA. Outside of her advisory role, she also has part-time employment with Target. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Tammy Kelly is a Series 66-licensed financial advisor with UBS Financial Services, based in Portland, ME. She has 14 years of industry experience and has been with UBS since 2010. Outside of her advisory role, she works as a delivery helper for UPS. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services with an emphasis on tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

James Harvey is a financial advisor with RBC Capital Markets in Portland, ME, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, he serves on the boards of the Portland Pirates and the Atlantic Pro Sports and is a member of the finance committee at St. Albans Episcopal Church. He also co-chairs the Portland race for Swim Across America. RBC Wealth Management serves a broad client base, including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Lesley Warn is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial LLC and Gorham Savings Bank. Outside of her advisory role, she is involved with MCB Wealth Management, a related business entity focusing on investment relationships. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a multi-manager platform that features both affiliated and unaffiliated managers.

Frederick Dey is a CFP® with 31 years of industry experience and is currently affiliated with RBC Capital Markets in Portland, ME. He has worked at RBC Capital Markets since 2009 and has also been with City National Bank since 2019. Outside of his advisory role, he serves as a director and finance committee member for the Christmas Cove Improvement Association, overseeing financial affairs for this seasonal nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment preferences.

Beau Gaudreau is a financial advisor with Raymond James Financial in Portland, ME, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2023. Outside of his advisory role, he owns and manages residential rental properties in Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Preston Galarneau is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 46 years of industry experience, including over a decade with Cantella & Co., Inc. In addition to his advisory work, he serves as treasurer of a nonprofit real estate corporation and operates an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management approaches and platform options.

Theresa Coburn is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating analyses such as Secular Return Estimates and Monte Carlo simulations.

Jennifer Beecher is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 14 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices across the United States.