Jessica Jourdain is a financial advisor at Edward Jones with 23 years of experience at the firm. She holds a Series 66 designation. Outside of her advisory role, she works as a Walmart Spark driver, making grocery deliveries in Sanford, ME. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

William Glidden is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Personal and Workplace Advisors. He serves as chairman of the finance committee at Eliot Baptist Church. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Matthew Cyr is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has worked at Cetera and affiliated entities since 2010 and also has experience with Maine Community Bank. Cyr serves on the board of directors for Seeds of Hope Neighborhood Center, a nonprofit focused on addressing poverty and promoting personal growth. Cetera Investment Advisers LLC is an SEC-registered advisory firm with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform featuring both affiliated and third-party managers.

Chad Liston is a financial advisor with Mass Mutual Investors Services in Sanford, Maine, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Metlife Securities, Inc. for 16 years before joining Mass Mutual Life Insurance Company in 2016 and its Investors Services division in 2017. Outside of his advisory role, he is engaged as an insurance agent and is involved in managing a limited liability company related to real estate short-term rentals. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing comprehensive financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers client-centered planning through collaborative annual engagements that utilize advanced analytical tools and offers a range of investment and educational programs.

Roger Auger is a financial advisor at Ameriprise with 49 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Auger serves on the Board of Directors for the TJC Support Board and is a managing partner at Collaboration Partners, LLC, overseeing strategic vision and operations. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice.

Cody Gullikson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Sysco, Focal Point Landscaping Contracting, and Express Employment Professionals, among others. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction. The firm is noted for its advisory roles with multiple registered investment companies and its use of systematic methodologies in portfolio management.

Daniel Miles is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at UBS Financial Services since 2009. Outside of his advisory role, he serves as a member of the Advisory Finance Board for the Town of Wilbraham, providing advice on the town’s budget matters. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining wealth management services with institutional trading capabilities and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

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.

Kevin Monroe is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes over two decades at Mwa Financial Services, Inc., and he has been involved with Monroe Financial and Shiloh Corp. for more than 30 years. Monroe also serves as a board member of River of Life Church, a religious organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

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.

William Caras is a financial advisor at LPL Enterprise with five years of industry experience and holds the Series 66 designation. His prior roles include four years at Fidelity Brokerage Services LLC and involvement in several entrepreneurial ventures, including a public house and brewery and a restaurant. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and a variety of affiliated financial services.

Jason Shinn is a financial advisor with Edward Jones in Scarborough, ME, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Greg Lapierre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007 and has worked at State Mutual Companies since 1989. Outside of his advisory work, he contributes to Bureau Veritas NA by researching and analyzing municipal building and zoning regulations for commercial properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms with advisory and brokerage services delivered through a large network of investment adviser representatives.

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, 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 involved with Pension Professionals in an administrative and investor relations capacity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm employs a variety of investment platforms and strategies, including proprietary models and third-party managers, with both discretionary and non-discretionary implementation.