Sean Dumont is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a co-owner of a four-unit apartment building in Sanford, Maine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Monroe is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes over two decades at Mwa Financial Services, Inc., and he has been involved with Monroe Financial and Shiloh Corp. for more than 30 years. Monroe also serves as a board member of River of Life Church, a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

Maxwell Graham is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Network Business & Consulting and Unified Parking Partners, as well as work at the University of Vermont. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Timothy Hardy is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2019. He partners with individuals and families to create and maintain comprehensive financial plans, guiding clients through their financial journeys. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Financial Representative at the same firm from 2015 to 2017. Before joining Fidelity Investments, Timothy worked as a Financial Services Representative at TD Bank from 2014 to 2015. Throughout his career, Timothy has developed expertise in financial planning and investment consulting, assisting clients with their financial needs and goals. Outside of his professional work, he has personal interests that include football, golf, spending time at the lake, reading, skiing, and soccer.

Rheis Cloutier is a financial advisor with Primerica Advisors based in Biddeford, ME. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at MB2 Restore, Lakewood Camps, and Portsmouth Naval Shipyard. Primerica Advisors provides discretionary asset management services through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Abigail Bryant is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2018. She has seven years of industry experience, including a career break from 2015 to 2018 as a stay-at-home mom. Abigail is based in Biddeford, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Caras is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and entrepreneurial ventures such as Eclectic Activation LLC and Shuck Brothers Co. He has also been involved in operating a public house and brewery. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with other 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® with 27 years of industry experience and has been with LPL Financial since 2010. He is based in Kennebunk, ME, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he manages Urban Holdings, LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm provides financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

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 its affiliated firm since 1998. Outside of his advisory role, Butler operates as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides multiple investment implementation options through various custody and platform arrangements, tailored to client objectives, and features proprietary model strategies alongside access to unaffiliated strategists.

Sharon Bunker is a financial advisor with Cambridge Investment Research Advisors and holds Series 66 and Series 63 licenses. She has 20 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Old Port Advisors. Outside of advising, she is a notary public and is involved with Pension Professionals in an administrative and investor relations capacity. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers tailored strategies through various custody and platform options and supports discretionary and non-discretionary investment approaches.

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 with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles at PFS Investments Inc. and Primerica Financial Services since 2011, as well as experience with educational institutions such as Portsmouth Christian Academy and SAU 56. Outside of her advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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 with the Series 66 designation and less than one year of industry experience. His prior work includes roles with the University of Southern Maine, MaineHealth, and service in the US Army. He is a volunteer member of the Southern Maine Military Officers Association of America and serves with the Windham Fire Department. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Brandon Goodrich is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with FGS Financial LLC for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

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.

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.