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.

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 its affiliated firm since 1998. Outside of his advisory role, Butler operates as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides multiple investment implementation options through various custody and platform arrangements, tailored to client objectives, and features proprietary model strategies alongside access to unaffiliated strategists.

Sharon Bunker is a financial advisor with Cambridge Investment Research Advisors and holds Series 66 and Series 63 licenses. She has 20 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Old Port Advisors. Outside of advising, she is a notary public and is involved with Pension Professionals in an administrative and investor relations capacity. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers tailored strategies through various custody and platform options and supports discretionary and non-discretionary investment approaches.

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 with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles at PFS Investments Inc. and Primerica Financial Services since 2011, as well as experience with educational institutions such as Portsmouth Christian Academy and SAU 56. Outside of her advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Patrick Lawler is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Timberlaw LLC, a real estate business in Saco, Maine. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight to deliver these services, focusing on assets managed within Ameriprise accounts.

Ryan Tuttle is a financial advisor at LPL Enterprise with the Series 66 designation and less than one year of industry experience. His prior work includes roles with the University of Southern Maine, MaineHealth, and service in the US Army. He is a volunteer member of the Southern Maine Military Officers Association of America and serves with the Windham Fire Department. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Brandon Goodrich is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with FGS Financial LLC for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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.

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.

Benjamin Daniels is a financial advisor with Primerica Advisors in Biddeford, ME, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Primerica Financial Services since 2009 and PFSI Investments Inc. since 2018. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

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 with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been associated with LPL Financial since 2015 and Bay Financial Advisors Inc. since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services utilizing both discretionary and non-discretionary management approaches.

Christopher Keefe is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Kennebunkport Wealth Advisors, Inc. and Raymond James Financial Services. Keefe is also involved with Kennebunkport Wealth Advisors as a DBA for his LPL business. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Joshua Bartlett is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Granite Bay Wealth Management and Flagship Harbor Advisors. Bartlett also operates Accolade Financial LLC, a certified college planning specialist firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management approaches and platform arrangements.

Karrie Shaw is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering, working with several life insurance and annuity providers. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Andrea Williamson is a financial advisor at Edward Jones with 20 years of industry experience. She has held her current role since 2014 and holds Series 63 and Series 66 designations. 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 through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Daniel Smith is a financial advisor with UBS Financial Services in York, Maine, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he acts as a trustee for an irrevocable insurance trust, authorizing annual life insurance payments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm’s advisors use proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Stephen Trottier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in disc golf tournaments as a hobby. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Taylor Dimick is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones since 2019. He has six years of industry experience, including prior roles at World Energy and Amspec LLC. Outside of his advisory work, he is involved in managing rental property communications and upkeep. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Mark Daniels is a financial advisor with Primerica Advisors in Old Orchard Beach, ME, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, focusing on percentage-based tiered fees rather than fixed-fee billing.