Danielle Pinkham is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has prior work experience in event planning and catering, including serving roles at Churchill Events. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, utilizing proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also operates as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jennifer Barber is a Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has 16 years of industry experience, including a prior role at CIEE. She serves as a trustee for her condominium association in Boston. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Farkosh is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role he has held since joining Merrill in 2015. He provides customized advice and guidance to affluent families and business owners, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, tax minimization, and retirement income. His team operates as a small boutique within a global bank, offering a suite of family office type services and leveraging over 50 years of combined experience at Merrill focused on planning, investment advisory services, and tax minimization strategies. Andrew earned a bachelor's degree in Quantitative Finance with a concentration in Risk Management from James Madison University, complemented by minors in Economics and Mathematics. He holds the professional designation of Personal Investment Advisor (PIA). Born and raised in Gilbertsville, Pennsylvania, Andrew is a graduate of The Hill School and currently resides in Fredericksburg, Virginia with his wife and two dogs. He is an active member of the Fredericksburg Chamber of Commerce Committee of Young Professionals. In his advisory role, Andrew emphasizes the importance of active wealth management over static financial plans, helping clients create dynamic financial solutions that adapt to market fluctuations and life changes. His approach encompasses multiple priorities, including family, health, career, and philanthropy, supporting clients in their pursuit of engaged and fulfilled lives. Outside of work, he has interests in cooking, fishing, football, golfing, hiking, ice hockey, skiing, spending time with family, tennis, and woodworking.

Brian Mavor is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Maeve Keene is a Planning Consultant who collaborates with individuals and families to develop personalized financial plans that align with their priorities. She focuses on creating strategies that are efficient, adaptable, and designed to provide lasting confidence for the future. Her professional experience includes roles at Fidelity Investments, where she served as an Investment Consultant from 2025 to 2026, a Relationship Manager from 2024 to 2025, and a Financial Representative from 2023 to 2024. Outside of her professional work, Maeve enjoys boating, cooking and baking, family activities, gardening, golf, and painting.

Stacie Spielfogel is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 27 years of industry experience. She has been with Mass Mutual Investors Services since 1998 and Mass Mutual Life Insurance Company since 1996. In addition to her advisory role, Spielfogel operates an outside insurance business focused on fixed annuities, life, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements using firm-approved tools and delivers written recommendations tailored to client goals.

Gail Moulton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2020 and previously served at the Office of the Maine Attorney General for 17 years. Her activities include part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers to implement its investment models.

Brendon Porter is a financial advisor with Ameriprise in Portland, ME, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Serino is a financial advisor with UBS Financial Services in Portland, Maine, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Vincenzo Garganese is a financial advisor with MassMutual Investors Services in Falmouth, ME, holding a Series 66 credential and eight years of industry experience. He has been with MassMutual Investors Services and its affiliated entities since 2017. Outside of advising, he manages operations for VIS WEALTH Partners, LLC, a brand marketing and operations firm he founded. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning using firm-approved analytical tools.

Michael Melo is a Certified Financial Planner® (CFP®) with 14 years of experience in the financial industry. He has been with Morgan Stanley in Portland, ME since 2016. Outside of his advisory role, he is involved with A Place for Rover, Inc., a community recreation organization based in Olympia, Washington. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a broad spectrum of investment and advisory solutions.

Christopher Copeland is a financial advisor with Morgan Stanley in Portland, Maine. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he worked at Modern Health and several technology firms. Outside of his advisory role, he owns a business related to the cannabis industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured processes and firm-approved tools.

Peter Kelley is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance, TideSmart, and Amazon. From 2010 to 2020, he operated as an independent contractor and freelancer. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Amanda Petersen is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She works closely with clients and their families to develop and implement personalized strategies aimed at building, protecting, and managing wealth. Amanda prioritizes creating strong partnerships and leverages Fidelity's extensive resources to help clients achieve their personal financial goals. Her professional experience includes serving as a Planning Consultant at Fidelity Investments from 2021 to 2023 and as an Associate Planning Consultant at Nvest Financial Group, LLC from 2014 to 2021. Amanda holds a California Insurance License. Outside of her professional work, Amanda is involved in activities such as family engagements, fitness, social events with friends, parenthood, traveling, and volunteering.

David Atallah is a financial advisor with Morgan Stanley in Portland, ME, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves on the board and investment committee of the National Braille Press in Boston. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services incorporating firm-approved planning tools and models for outcome projections.

Richard Rosu Myles is a financial advisor with Morgan Stanley in Portland, Maine, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the board and finance committee of the Cape Elizabeth Land Trust, where he is involved in fundraising and governance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and tools, managing approximately $2.74 trillion in client assets.

Benjamin Sicoli is a financial advisor with RBC Capital Markets in Portland, ME, holding a Series 66 credential and six years of industry experience. He previously worked at General Mills Inc. from 2014 to 2019 before joining RBC Capital Markets and City National Bank in 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies using both in-house and third-party investment resources.

Eric Kolben is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2023. Outside of his advisory role, he serves on the Strategic Gift Committee of the Gulf of Maine Research Institute, an environmental nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and investment services supported by advanced planning tools and comprehensive asset management.

Christopher Hoglund is a Series 66-licensed financial advisor with Merrill, based in South Portland, ME. He has four years of experience at Merrill and one year at Bank of America. Prior to his financial services career, he managed a family-owned butcher shop business for over a decade. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Roger Woodman Jr. is the president and sole employee of Roger F. Woodman Jr. & Co., where he has provided financial advisory services since 2001. He holds a Series 65 designation and has 22 years of industry experience. In addition to investment advice, he offers estate management and trustee services, including bill payment, tax administration, and the management of charitable and non-charitable gifts. Roger F. Woodman Jr. & Co. serves individuals, trusts, estates, and charitable organizations, delivering investment supervisory and estate management services. The firm employs a fundamental analysis and long-term purchase strategy, typically managing discretionary accounts and meeting with clients at least twice annually. It accepts individual clients and uses hourly billing for certain services, also providing co-trustee roles on select trust accounts.