Sean Dumont is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a co-owner of a four-unit apartment building in Sanford, Maine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Simpson is a financial advisor with Cambridge Investment Research Advisors in York, ME, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Cambridge since 2010, following prior roles at Grove Point Investments, LPL Financial, and Osaic FS. Simpson is also an active member of the York Maine Rotary Club, participating in charitable activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple account platforms.

Kevin Monroe is a ChFC® credentialed financial advisor with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Mwa Financial Services, Inc. and Modern Woodmen Of America. Monroe serves as a board member of River of Life Church, a religious organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Timothy Hardy is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2019. He partners with individuals and families to create and maintain comprehensive financial plans, guiding clients through their financial journeys. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Financial Representative at the same firm from 2015 to 2017. Before joining Fidelity Investments, Timothy worked as a Financial Services Representative at TD Bank from 2014 to 2015. Throughout his career, Timothy has developed expertise in financial planning and investment consulting, assisting clients with their financial needs and goals. Outside of his professional work, he has personal interests that include football, golf, spending time at the lake, reading, skiing, and soccer.

Rheis Cloutier is a financial advisor with Primerica Advisors based in Biddeford, ME. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at MB2 Restore, Lakewood Camps, and Portsmouth Naval Shipyard. Primerica Advisors provides discretionary asset management services through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Abigail Bryant is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2018. She has seven years of industry experience, including a career break from 2015 to 2018 as a stay-at-home mom. Abigail is based in Biddeford, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gary Hernandez is a financial advisor with Raymond James & Associates in Neddick, ME, holding Series 65, 63, and 66 licenses and bringing 36 years of industry experience. He worked at Merrill from 1988 to 2023 before joining Raymond James & Associates in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Timothy Urban is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with LPL Financial since 2010, following roles at TD Wealth Management Services Inc. and Cetera Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology.

Renee Pike is a financial advisor with Primerica Advisors in Biddeford, ME, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work history includes roles at PFS Investments Inc., Kinetic Software, Primerica Financial Services, WEX Inc., and Saint Joseph's College. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers model-based investment strategies developed by unaffiliated asset managers.

Lance Hoenig is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns LDH Group, which holds investment property and a local office in Kennebunk, Maine. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Richard Butler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with the broader Cambridge Investment Research organization since 1998. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of platforms and proprietary model strategies, supporting both discretionary and non-discretionary management through a nationwide network of financial professionals.

Sharon Bunker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Old Port Advisors, Commonwealth Financial Network, and Ameriprise. She is also a notary public and works with Pension Professionals in an administrative and investor relations capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Robert Williams is a financial advisor with UBS Financial Services in Arundel, ME, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Williams serves as a JV Boys Lacrosse head coach at Souhegan Coop High School and is president of Souhegan Valley Lacrosse Inc., a nonprofit focused on youth lacrosse programs in Amherst, NH. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Wendy Cloutier is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including education and investment services. Cloutier has been associated with Primerica and PFS Investments Inc. since 2011 and is involved part-time in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established partners.

Katie Ouellette is a financial advisor with UBS Financial Services in Biddeford, ME, holding a Series 66 designation and having 21 years of industry experience. She has been with UBS since 2004. Outside of financial services, she is involved with Autoland, a used auto sales business in Wells, Maine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to tailor investment solutions.

Timothy Howard is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held roles at Bunzl Distribution, HT Berry, and WB Mason, totaling over a decade of work experience across various companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Mary Sycamore is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and CFA® designations and Series 65 and 66 licenses. She has 11 years of industry experience, including prior roles at Morgan Stanley Private Bank and Robertson Stephens Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Daniels is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFSI Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by external asset managers and supports accounts with custodial services from Pershing.

Stephen Daley is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Daley serves on the Board of Directors for the Bowling Green State University College of Business Leadership Council and as a Commissioner on the Columbus Metropolitan Housing Authority Board of Commissioners. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Linda Odegaard is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Bay Financial Advisors Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.