Jonathan Runyambo is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has experience working at CAPTRUST Financial Partners and Daybreak Financial Partners, and previously held roles in education and retail. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Margo Reis is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and having 23 years of industry experience. She has worked at Key Investment Services since 2011 and previously spent three years at KeyBanc Capital Markets Inc. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with a product due diligence process and connections to affiliated banking and capital markets entities.

Trent Cunningham is a Series 66 licensed advisor with Key Investment Services LLC, where he has worked since 2009. He has 21 years of industry experience. Outside of his advisory role, Cunningham serves as secretary and treasurer for the Orion Way Road Association, a local road maintenance organization in Windham, Maine. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and model portfolios. The firm emphasizes client-directed investment decisions supported by non-binding advisor recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Brett Payne is a financial advisor with TD Private Client Wealth LLC in Yarmouth, Maine. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at TD Bank N.A., Waites Sensor Technologies, Southern New Hampshire University, Irving Forest Products, American Income Life, and Sunday River. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation utilizing affiliated and third-party sub-managers, with services including ongoing portfolio management, financial planning support, and custody through third-party custodians.

David Spellman is a financial advisor with Principal Financial Services based in Freeport, ME. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Foresight Insurance & Financial Advisors and Pratt Financial Group, Inc. Outside of his advisory work, he has ownership interests in several LLCs related to real estate operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

John Connolly is a financial advisor at LPL Financial with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with LPL Financial since 2008. Besides his advisory work, he is a notary public and is involved in fixed insurance products through Shields Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by extensive operational and research tools.

John Daniels is a financial advisor with Edward Jones based in Windham, ME, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Primerica Advisors and Business Networking International. In addition to his advisory work, he was involved with BrooksCapes Property Service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Tanner Mc Mahon is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial Services and Morgan Stanley. His background also includes a brief role in construction. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to both affiliated and third-party investment strategies.

Robert Wasson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Maine Medical Center and held positions at the University of New England and EventSafe Professional Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Kali Laganiere is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Androscoggin Financial Services since 2022. Prior to her advisory roles, she was employed at Androscoggin Bank and the University of Southern Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Christopher Wallace is a financial advisor with Primerica Advisors in Windham, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to his advisory role, he provides tax preparation and accounting services through Smart Business Solutions. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Kenneth Stafford is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at Securities America, in addition to operating Stafford Advisors since 1989. Outside of advisory work, he serves on the board of the Maine Health & Higher Education Facilities Authority and is a board member of Portland Air Freight, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, combining scale with a broad array of financial services and oversight of more than $819 billion in discretionary assets.

Jeffrey Bennert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 32 years of industry experience. Prior to joining Raymond James, he spent 23 years with Commonwealth Financial Network. Outside of his advisory role, Bennert is a sole proprietor involved in real estate investment through Ivy Properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory programs and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joseph Hersey is a CFP® and ChFC® with 32 years of experience in the financial advisory industry. He has been with Ameriprise since 2005, including six years at the current firm location in N Yarmouth, ME. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Forest Falls Office Condominium Association, where he is involved in managing the real estate used for his Ameriprise office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. Its Premier Retirement Income service provides clients approaching or in retirement with tailored retirement-income plans, utilizing proprietary research and algorithmic tools to focus on dependable income and tax-aware withdrawal strategies.

Sean Riley is a financial advisor with Ameriprise in Falmouth, ME, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2002. Outside of his advisory work, he is involved in real estate ownership of multi-family properties. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm's approach includes collaborative, non-discretionary recommendations supported by proprietary research and third-party data within a defined investment product ecosystem.

David Gardner Jr. is a ChFC® and Series 66 licensed financial advisor with Ameriprise, based in Pownal, ME. He has 26 years of industry experience, including over 20 years with Ameriprise Financial Services. Outside of his advisory role, he is a co-owner of The Advisor Group, LLC. 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 ongoing retirement-income planning advice through a structured, non-discretionary process involving investment research and algorithmic analysis.

John Hallee is a financial advisor with LPL Financial, holding a Series 65 credential and four years of industry experience. He has been with LPL Financial since 2021 and has concurrently worked at Back River Financial Services, Inc. since 2010. 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 and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Colby Dionne is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Equitable Advisors. Outside of his advisory work, he has been involved with Compass Investment Management, a non-investment related DBA based in Lewiston, Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized programs in municipal and employer advisory services.

Timothy Fulton is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and serving clients for 26 years. He has been with LPL Financial since 2008. In addition to his advisory role, he is a commissioned Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and utilizing advanced operational and research tools.

Linda Mckenney is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at LPL Financial since 2012 and previously at The Patriot Financial Group, New England Securities, and Waddell & Reed. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.