Christopher Toomey is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has 12 years of industry experience, including 11 years with GWFS Equities, Inc. and one year at Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point‑in‑time financial plans and optional managed account solutions.

Jason Margeson is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with Bankers Life Securities and held positions at Great Falls Marketing and Casco Bay Steel. In addition to advising, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Ellis Baum is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Cambridge, he worked for Residential Resources Inc for 22 years. Baum serves as a board member and volunteer in a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions.

Kathleen Shea is a financial advisor with Ameriprise in Biddeford, ME, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its predecessor entities since 1993. Outside of her advisory role, she is involved in affordable housing through Affordable Maine Homes, LLC, which renovates homes for resale, and serves on the Board of Directors for the Biddeford Saco Rotary. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income reliability and tax-aware withdrawal strategies. The firm’s retirement income service uses third-party data and proprietary tools, with implementation led by clients and their advisors within a structured investment approach.

Crayton Silsby is a financial advisor with Fidelity who holds the Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. He has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across various fund structures.

Jacob Goff is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His prior work includes roles at Bryant University, Bates College, Dunkin, and Scarborough Public Schools. Outside of advising, he oversees the organization and completion of track and field events for high school and college students in New England through contract work connected by the United States of America Track and Field association. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet certain asset criteria, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, primarily delivering services through a centralized retirement-income consulting team.

Raymond Nichols Jr. is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with distinctive roles in commodity pool operations and fund advisory.

Heather Martin is a financial advisor with Morgan Stanley in York, ME, holding a Series 63 designation and 15 years of industry experience. Her prior work includes roles at E*TRADE Securities LLC and Stockcross Financial Services, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Brian Elkevizth is a Series 66 licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he worked at the U.S. Department of Homeland Security and the U.S. Department of State, and he is involved with Nor’Easters Baseball & Softball. 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 wealth portfolios alongside brokerage and insurance products. The firm’s integrated platform combines advisory programs with the sale of various financial products and includes a collateralized lending program.

Richard Letellier is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 47 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory role, he works as a sports and fitness instructor at a high school in Biddeford, ME. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies delivered through independent Financial Professionals.

Richard Murphy Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with LPL Financial and its predecessor entities since 1991. 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 range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from in-house and third-party providers.

Michael Gosciminski is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. since 2022 and has been with Merrill since 2016. Outside of his advisory role, he serves as an administrator for the Estate of L G in Biddeford, Maine. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Stevenson is a financial advisor with LPL Financial in York, ME, holding Series 63 and Series 65 credentials and 28 years of industry experience. He worked at Lincoln Financial Securities Corporation for 12 years before joining LPL Financial in 2020. 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, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Quang Nguyen is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked with MML Investors Services, Mass Mutual Life Insurance Company, and Sageguard Investment Advisory Services. Outside of finance, Nguyen is a partner-owner involved in seafood businesses and serves on the advisory board of a local company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Kelsey Daniels is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing 27 years of industry experience. Daniels has worked with Primerica Advisors since 2002 and has prior experience at CitiGroup from 1999 to 2019. Outside of advisory work, Daniels is involved in sales of investment-related products and receives compensation for referrals related to loan products and home security services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates with nearly 3,700 financial advisors managing approximately $15.5 billion in assets, delivering model-based investment strategies supported by third-party asset managers and custodians.

Aaron Wallof is a financial advisor at Ameriprise with eight years of industry experience. Prior to joining Ameriprise in 2025, he worked at Prudential Insurance Company of America and Pruco Securities from 2015 to 2023. He also worked as a delivery driver for DoorDash from 2023 to 2025. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

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.

Daniel Dougherty is a financial advisor with Ameriprise in Scarborough, ME, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for 11 years before joining Ameriprise in 2019. Outside of advising, he is involved with BNI Maine and Scarbrough Buy Local and owns a business running rental cabins in Northern Maine. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

William Glidden is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Fidelity Personal and Workplace Advisors. Outside of his advisory work, Glidden serves as Chairman of the Finance Committee at Eliot Baptist Church. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs and products through an integrated platform that includes advisory services, brokerage, and insurance.

Lisa Brislin is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliates since 2013. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.