Charlotte Kelly is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at KeyBank and Key Investment Services LLC for 13 years before joining Crescent Industries Inc. and LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Jason Morin is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at TD Bank NA, the Southern Maine Finance Agency, and RMS/Guild Mortgage. Morin is based in Hallowell, ME. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Justin Conant is a financial advisor at Edward Jones in Auburn, ME, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as president of the Hoyt Drive Association in Monmouth, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Godin is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with LPL Financial since 2017 following his studies at Saint Joseph's College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management supported by proprietary and third-party research resources.

Tara Davis is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked at firms including Rise Private Wealth Management, Commonwealth Financial Network, and Northeast Retirement Solutions. Outside of her advisory work, she serves on the boards of Oxford Hills Music, Arts and Drama Boosters and Pink Feather Foundation and is actively involved in community organizations such as the Oxford Elementary PTO, Girl Scouts of Maine, and Scouts BSA Troop 130. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data within a managed account framework that includes affiliated product options and certain enrollment criteria.

Shawn Wright is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory work, he owns a jewelry business and serves on the finance committee of his church. 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 institutions. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Scott Gagne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2016 and has prior experience with Fidelity National Information Services dating back to 1996. In addition to his advisory role, he is involved in the sale of investment-related products and home-related services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional portfolio management.

Julie Lucas is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 CFP® and ChFC® with 19 years of experience at Equitable Advisors, where he has worked since 2007. Prior to the firm's rebranding, he was affiliated with AXA Advisors, LLC for 13 years. He is also a member of Poirier Associates, LLC, an independent producer for group and individual insurance plans, and serves as a trustee on the Pond Ridge Acres Homeowners Association board. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a hybrid model involving LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions.

Jason Macdonald is a financial advisor with Ameriprise in Falmouth, ME, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, he serves as a youth hockey referee. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering annual, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Austin Albert is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at Patriot Financial Group from 2014 to 2018 and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

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 at LPL Enterprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through 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 within an integrated platform.