Cody Briggs is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he worked at Darling's Auto Group and Casella Waste Systems. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Dustin Roeder is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with Ameriprise Financial Services since 2014. Dustin holds Series 63 and Series 65 designations and also acts in fiduciary capacities such as trustee and personal representative. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Jared O'roak is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as chair of the Investment Committee for the Roman Catholic Diocese of Portland, where he helps oversee the management of the Diocese’s investment portfolio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through advisory programs and specialized consulting arrangements.

John Tuell is a financial advisor with Ameriprise in Bangor, ME, holding Series 65 and Series 63 designations and seven years of industry experience. He has been with Ameriprise since 2020 and previously worked at Financial Advocates Investment Management from 2017 to 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement. The firm's retirement income advice is supported by a centralized service team using proprietary research, third-party data, and algorithmic tools.

Parker Sanderson is a financial advisor with RBC Capital Markets in Bangor, ME, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Cetera, First National Bank, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Melinda Ogden is a financial advisor with Edward Jones in Bangor, ME, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked at PepsiCo Beverages for three years, Belfast Coop for four years, and Wendy's for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard when providing its services.

Sean Thomas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked extensively with Avantax firms and operates TMATT Tax and Financial, where he provides tax preparation and wealth management services. Outside of his advisory role, he serves as a bishop for a local congregation of the Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Matthew Shannon is a financial advisor with RBC Capital Markets in Bangor, ME, holding a Series 66 designation and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Mark Erhardt is a CFP® professional with 28 years of industry experience, currently serving at RBC Capital Markets in Bangor, ME. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

Robert Mckay II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he has co-owned a home-based business, H&M Holdings, since 2017 and has experience selling non-variable insurance products. 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 offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Suzanne Ritchie is a financial advisor at Ameriprise in Bangor, ME, holding a Series 66 designation with seven years of industry experience. She has worked at Ameriprise and its affiliated entity since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a centralized consulting team to deliver non-discretionary, research-based recommendations supported by algorithmic automation and ongoing oversight.

Karen Lamberton is a financial advisor with UBS Financial Services in Bangor, ME, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She has been with UBS Financial Services since 1992. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services and offers a range of solutions including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Christopher Arnett is a financial advisor with Edward Jones in Bangor, ME, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets across a large network of financial advisors and branch offices.

Jeffrey Hagstrom is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work history includes roles in various sectors such as marine services, landscape construction, education, and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Laura Lommler is a CFP® and holds a Series 66 license. She has eight years of industry experience, including four years at the University of Maine and nine years with Edward Jones. She is based in Bangor, ME. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,000 financial advisors.

Edward Troscianiec is a financial advisor at Osaic with 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Securities America Advisors. Outside of advising, he volunteers as a presenter at the Cole Land Transportation Museum, where he shares his military experience with students. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage and advisory services, including access to third-party money managers and unified managed accounts.

Marion Syversen is a financial advisor with OSAIC in Hampden, Maine, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, Syversen worked for Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of advising, Syversen writes personal finance articles based on television appearances and volunteers leading small groups at The Rock Church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and risk assessments to construct portfolios across various investment vehicles, supporting both discretionary and non-discretionary accounts.

Tyler Small is a financial advisor with LPL Financial in Bangor, ME, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Camden National Bank. Outside of his advisory role, Tyler is a commissioned notary in the state of Maine. 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 broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Audrey Wood is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2018 and previously at RBC Capital Markets from 2015 to 2018. Outside of her advisory role, she serves as treasurer and pays bills for a concrete construction company she owns in a passive capacity and also provides notary services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based allocations.

Kent Salfi is a financial advisor with RBC Capital Markets in Bangor, ME, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining RBC in 2022, he worked at Wells Fargo Clearing Services LLC from 2017 to 2022 and Questar Capital Corporation from 2013 to 2017. He is the sole owner of KDS Capital, LLC, a non-investment-related business that receives trail commissions. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.