Thomas Edgar is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the South Portland High School softball boosters, where he serves as co-treasurer for a small fund supporting athletic expenses not covered by the school. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Stephen Carew is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Carew is a partner and shareholder in BGA Advisors, Inc. and Varney Retirement Services LLC, which focus on the sale and servicing of employer-sponsored retirement plans and individual investments. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Nerney is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for four years. Outside of his advisory role, he serves as the Executive Director of the Maine Baptist Association, maintaining relationships with affiliated churches and pastors across Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Cole Parlin is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Yarmouth, ME. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise is an institutional firm offering retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to create non-discretionary, customized recommendations delivered through a centralized consulting team.

Marc Paquette is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at The Patriot Financial Group from 2014 to 2018. Paquette serves as a board member for Central Maine Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by a national network of investment adviser representatives.

Thomas Carr is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Brunswick, ME. Outside of his advisory role, he is the owner of Carr Real Estate Investments LLC. Edward Jones is a wealth management firm that serves over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm supports its clients through a nationwide network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Ethan Richard is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Investment Concepts and Saint Joseph's College of Maine. Outside of advising, he serves as a part-time independent contractor refereeing high school lacrosse games for the Maine Lacrosse Officials Association. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses risk profiling and modeling tools to support client decision-making.

Zachary Dean is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and American Income Life. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal CIO teams and third-party style managers with custodial support.

Bradley Mates is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at MWA Financial Services Inc and Modern Woodmen of America. Outside of finance, he is the president and lead singer of Emerson Drive Touring LLC, a music group active since 1996. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and advanced technologies.

Marc Poirier is a financial advisor with Equitable Advisors in Lewiston, ME, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a member and owner of Poirier Associates, LLC, where he is involved in group health and voluntary insurance plans, and he serves as an estate executor and trustee for family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that emphasizes individualized client plans and operates both advisory and brokerage/insurance channels.

Chad Richard is a financial advisor with Raymond James Financial in Lewiston, ME, holding Series 65 and Series 63 credentials and 25 years of industry experience. He has been with Raymond James Financial since 2015 and owns Investment Concepts, where he serves as branch manager and advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work, along with specialized advisory programs.

Vance Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He holds the Accredited Asset Management Specialist (AAMS) certification and the Personal Investment Advisor (PIA) designation. Since joining Merrill Lynch in 2006, he has been designated as a Portfolio Manager, managing personalized or defined investment strategies to help clients pursue their financial goals. With over 24 years of experience, Vance focuses on understanding each client's unique financial situation to develop tailored strategies. He emphasizes client education and works diligently to help clients set achievable goals, understand their financial choices and portfolios, and implement plans that align with their long-term objectives. Vance serves a diverse clientele, including individuals, families, small businesses, and non-profit organizations. Vance earned an Associate's Degree from New Hampshire Technical Institute. Outside of his professional duties, he enjoys spending time at the family camp with his wife and two daughters, driving motorized vehicles such as ATVs and construction equipment, and playing guitar in a band with friends for the past ten years.

Andrea Karkos is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has worked with Androscoggin Financial Services since 2018, as well as Raymond James Financial Services Advisors, Inc. since 2017. She is also employed at Androscoggin Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, along with specialized services in municipal and public finance.

Mariah Simard is a financial advisor with Ameriprise in Auburn, ME, holding a Series 66 designation and nine years of industry experience. She previously worked at Rise Private Wealth Management, Commonwealth Financial Network, Northeast Retirement Solutions, and Mechanics Savings Bank. Outside of advising, Simard serves as a notary public. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Peter Mendall is a CFP®-designated financial advisor with Raymond James Financial, where he has worked since 1997, totaling 29 years of industry experience. He is a partner of Mendall Financial Group, LLC and is involved in an agricultural venture with his wife focused on sustainable farming and a farm camping experience. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Mark Anthoine is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He serves on the boards of nonprofit health systems and manages several financial and employee benefits firms, including positions as managing partner and CEO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Jessica Cornwall is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at various Ameriprise entities since 2007, including her current role at Rise Private Wealth Management since 2026. 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 advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Gary Bragg is a financial advisor at Raymond James Financial with 36 years of industry experience. He previously worked at Commonwealth Financial Network for 36 years before joining Compass Investment Management and subsequently Raymond James. Outside of his advisory role, he serves as a pastor at Thomas Memorial Baptist Church and as treasurer for the Maine Baptist Association, both nonprofit religious organizations. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal and public finance clients as well as employer-sponsored SIMPLE IRA plans.

Michael Godin is a ChFC® credentialed financial advisor with 34 years of industry experience, currently affiliated with LPL Financial in Lewiston, ME. He has been with LPL Financial since 2012 and previously worked at The Patriot Financial Group, LLC from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Robert Hilf Jr. is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Waddell & Reed, Inc., and operated The Hilf Tirpak Group LLC. Hilf has also been involved with Pittsburgh Action Against Rape (PAAR) for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining model portfolios with research from LPL Research and third-party subadvisors.