Christopher Shelton is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley Wealth Management and its Private Bank, Cetera, and First National Wealth Management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, special-needs, and divorce planning, supported by Wells Fargo research and planning tools.

Timothy Haugh is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Alterity Financial Group and H&R Block. Outside of his advisory role, he was involved with Geoff's Superlative Sandwiches for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives.

Justin Harlan is a financial advisor with Ameriprise in Bangor, ME, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Harlan serves on the Board of Directors for the Franklin Great Pond Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing tailored retirement-income planning advice based on proprietary research, third-party data, and algorithmic tools.

Michael Tuell is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, he serves as a college hockey TV analyst at the University of Maine’s Alfond Arena. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mario Thyer is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also a part owner of Hat Trick Associates LLC, an outside business activity based in Bangor, ME. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm leverages its research, planning tools, and integrated financial product offerings to develop tailored client recommendations.

Alan Miller is a financial advisor with Wells Fargo Advisors in Bangor, ME, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advising, he is a flight instructor and co-owner of aviation-related businesses, including flight instruction services and aircraft maintenance. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning. The firm combines advisory services with product sales and referral channels to serve a diverse client base.

Matthew Nye is a financial advisor with Cetera in Bangor, ME, holding the Series 63 and Series 65 designations and has 22 years of industry experience. His prior roles include positions at Avantax Insurance Agency and Avantax Advisory Services, as well as operating his own tax preparation and financial services businesses. Outside of advising, he serves as Treasurer and Comptroller for Bangor Youth Football and is Vice President of TMATT Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Donald Hagstrom is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and possessing 28 years of industry experience. He has worked at Ameriprise and its affiliates since 2005. Outside of advising, he is a shareholder in JDH, LLC, an entity established to purchase an office building in the future. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

Aram Khavari is a financial advisor with Morgan Stanley in Bangor, Maine, holding Series 63 and Series 66 credentials and offering 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Khavari serves as Finance Committee Chair and Vice Chair of the Board for the Northern Light Health Foundation and is also a drummer in the local band OneSixtyOne. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers services through its network of Financial Advisors and specialized planning groups.

Jeffrey Russell is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 17 years of industry experience. He has been with Cambridge since 2014 and previously worked at firms including Mass Mutual Investors Services and People's Securities. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Camp Capella and the Bangor Humane Society. Cambridge Investment Research Advisors serves individual and institutional clients with financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management options across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jane Hewes is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. Outside of her advisory work, she is an officer at Hewes Custom Fiberglass, a boat repair and building business. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations, offering a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Jillian Thomas is a financial advisor with Ameriprise in Bangor, ME, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at LPL Financial and Learfield. In addition to her advisory role, she is involved in independent insurance brokering, including Medicare Supplement plans. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice. The firm’s investment approach includes tax-aware withdrawal strategies and incorporates an affiliated product ecosystem.

Samantha Becker is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009, including her current role at Morgan Stanley Private Bank, N.A. She is based in Bangor, Maine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Perry is a financial advisor with LPL Financial in Bangor, ME, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His prior roles include positions at OSAIC, Ameriprise Financial Services, and Key Investment Services. He is also an insurance agent and serves as a financial advisor for Varney Retirement Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a breadth of financial products alongside its advisory services.

Jevon Owens is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through a mix of in-house and third-party managers and investment options.

Tom Goodman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Mass Mutual and Baystate Wealth Management, as well as earlier tenure with LPL Financial. He serves as a board member for a nonprofit homeowners association in Sedgwick, ME, and owns a business called Hagas Inc. in Bucksport, ME. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a model-driven investment approach using portfolios developed by LPL Research and third-party strategists, and offers financial planning and access to third-party asset managers and wrap programs.

Jason Roy is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He is also a partner at Roy & Associates, CPA’s, a firm providing financial services since 1995, and owner of R&A Wealth Management, LLC, which he has operated since 2008. His work history includes roles at Avantax and 1st Global firms. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers across discretionary and non-discretionary program structures.

Logan Shannon is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at The County Federal Credit Union and the New Balance Recreation Center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Daniel Michaud is a financial advisor with Edward Jones in Bangor, ME, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Mattress Firm. Michaud serves on the membership board of Climate Work Maine, supporting the development of donor and participant acquisition strategies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, offering both discretionary and non-discretionary strategies, as well as affiliated mutual funds and other services.

Amanda Bost is a financial advisor at Osaic Wealth with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Sagepoint Financial, LPL Financial, and Camden National Bank. Outside of her advisory role, she volunteers as a tax aide, assisting low-income and elderly clients with tax return preparation. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process uses model-based asset allocation and portfolio optimization, supporting a variety of managed account strategies and third-party money manager programs.