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.

Edward Foley IV is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes nearly a decade at Pruco Securities, LLC and a concurrent role at Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory services with active financial product sales.

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.