Donald Richard is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2015. In addition to his advisory role, he is the owner of Investment Concepts, where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Rittenhouse is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His work history includes roles with MML Investors Services, LLC, Baystate Financial, and Mass Mutual Life Insurance Company since 2020, as well as prior experience at Interchange Group and Christopher Newport University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved software tools.

Joseph Poirier is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to his current role since 2007, he worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee on his local homeowners association board and is a member of an LLC providing group health and insurance plans. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes client-specific planning and utilizes a range of third-party advisory programs and asset managers.

Austin Albert is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at Patriot Financial Group from 2014 to 2018 and New England Securities from 2008 to 2012. Albert maintains an independent business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies supported by research and technology tools.

Joseph Marro is a financial advisor with LPL Financial based in Brunswick, ME. He holds the Series 66 designation and has experience working at Camden National Bank and as a self-employed professional. Prior to his advisory roles, he worked in the Brunswick School System. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Daniel Hansen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021, as well as positions at Speedway LLC and Merrimack College. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund advisory services.

James Jackson IV is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Peter Lowell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Blackhawk Network Inc for six years and at CashStar for four years. He is based in Brunswick, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

David Smirles is a financial advisor with Raymond James Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2018 and has also been associated with Androscoggin Bank since 2016. Smirles serves as Treasurer and a board member for the nonprofit Community Concepts Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by advanced analytical tools and a broad network of advisors.

Rachael Siegfriedt is a financial advisor with Edward Jones in Monmouth, ME, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at the New York City Department of Investigation and Hilco Global. Outside of her advisory role, she is involved in residential property management in Biddeford, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Richard Clough serves as an Associate Resident Director and Wealth Management Advisor at Merrill. In this role, he partners with clients to develop personalized wealth management strategies that reflect their life priorities, goals, and aspirations. He integrates insights from Merrill’s investment expertise with banking and lending solutions from Bank of America to create flexible financial plans responsive to changing market conditions. With nearly a decade of experience, Richard specializes in working with education, healthcare, and non-profit professionals, helping them design customized financial strategies focused on retiring well and achieving a work-optional lifestyle. His areas of expertise include legacy planning, personal retirement planning, portfolio management, socially responsible and values-based investing, and retirement income. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard earned a Bachelor's Degree from Baker College and a Master's Degree from the College for Financial Planning. Committed to community involvement, he follows Merrill’s tradition of volunteering with organizations where he serves. Outside of work, he enjoys activities such as boating, camping, football, gymnastics, hunting, rock climbing, skiing, spending time with family, and traveling.

Brian Morin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at Ameritas Investment Corp. and Fairpoint Communications, where he spent 20 years as an outside plant technician. In addition to his advisory role, Morin has experience as a life insurance producer and safety coach. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Shana Bennett is a financial advisor with XYPN Sapphire holding a Series 66 credential and two years of industry experience. Her prior work includes roles at HighTower Securities LLC and the University of Southern Maine, as well as service in the U.S. Navy. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management along with sponsored TAMP services.