Gregory Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Junior Warden on the Vestry of St. John the Baptist Episcopal Church, participating in property management and church operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a managed-account program and periodic plan reviews, emphasizing planning delivered through a large network of financial advisors rather than institutional portfolio management.

William Caras is a financial advisor at LPL Enterprise with five years of industry experience and holds the Series 66 designation. His prior roles include four years at Fidelity Brokerage Services LLC and involvement in several entrepreneurial ventures, including a public house and brewery and a restaurant. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.

Jason Shinn is a financial advisor with Edward Jones in Scarborough, ME, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Urban is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with LPL Financial since 2010, following roles at TD Wealth Management Services Inc. and Cetera Investment Services LLC. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology.

Renee Pike is a financial advisor with Primerica Advisors in Biddeford, ME, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work history includes roles at PFS Investments Inc., Kinetic Software, Primerica Financial Services, WEX Inc., and Saint Joseph's College. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers model-based investment strategies developed by unaffiliated asset managers.

Lance Hoenig is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns LDH Group, which holds investment property and a local office in Kennebunk, Maine. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Butler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with the broader Cambridge Investment Research organization since 1998. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of platforms and proprietary model strategies, supporting both discretionary and non-discretionary management through a nationwide network of financial professionals.

Sharon Bunker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Old Port Advisors, Commonwealth Financial Network, and Ameriprise. She is also a notary public and works with Pension Professionals in an administrative and investor relations capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Robert Williams is a financial advisor with UBS Financial Services in Arundel, ME, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Williams serves as a JV Boys Lacrosse head coach at Souhegan Coop High School and is president of Souhegan Valley Lacrosse Inc., a nonprofit focused on youth lacrosse programs in Amherst, NH. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Wendy Cloutier is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including education and investment services. Cloutier has been associated with Primerica and PFS Investments Inc. since 2011 and is involved part-time in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established partners.

Patrick Lawler is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Timberlaw LLC, a real estate business in Saco, Maine. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight to deliver these services, focusing on assets managed within Ameriprise accounts.

Ryan Tuttle is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Southern Maine and MaineHealth. In addition to his advisory role, Tuttle serves with the Windham Fire Department and is a member of the Southern Maine Military Officers Association of America. LPL Enterprise serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, uses third-party portfolio managers, and offers a range of advisory services including financial planning and access to insurance products through affiliated entities.

Brandon Goodrich is a Series 66-licensed financial advisor with six years of industry experience. He is currently with LPL Enterprise and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is associated with FGS Financial LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors as well as institutional entities, utilizing model-driven portfolio strategies and offering access to third-party asset managers and financial planning services.

Katie Ouellette is a financial advisor with UBS Financial Services in Biddeford, ME, holding a Series 66 designation and having 21 years of industry experience. She has been with UBS since 2004. Outside of financial services, she is involved with Autoland, a used auto sales business in Wells, Maine. 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 range of capital markets and research resources to tailor investment solutions.

Timothy Howard is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held roles at Bunzl Distribution, HT Berry, and WB Mason, totaling over a decade of work experience across various companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Benjamin Daniels is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFSI Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by external asset managers and supports accounts with custodial services from Pershing.

Stephen Daley is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Daley serves on the Board of Directors for the Bowling Green State University College of Business Leadership Council and as a Commissioner on the Columbus Metropolitan Housing Authority Board of Commissioners. Ameriprise Financial Services is a large, diversified advisory firm serving both 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.

Linda Odegaard is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Bay Financial Advisors Inc. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Christopher Keefe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Kennebunkport Wealth Advisors, Raymond James Financial Services, Raymond James & Associates, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Joshua Bartlett is a financial advisor with Cambridge Investment Research Advisors in York, ME, holding a Series 66 designation and eight years of industry experience. He previously worked at Granite Bay Wealth Management for six years and has been involved with Accolade Financial College Consulting since 2014, where he provides certified college planning services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports a range of management approaches and provides proprietary model strategies under the Founders Gate Capital brand.