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Christiane S

Series 66

Winslow, ME

Ameriprise

Christiane Spaulding is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Day's Jewelers. Spaulding serves on the Board of Directors for KV Connect in Waterville, ME. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes comprehensive written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew L

CFP®, Series 66

Waterville, ME

Cetera

Matthew Libby is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. His career includes roles at Choice Wealth Advisors LLC and Investors Capital Corp. He serves as a volunteer board member for the Skowhegan Regional Chamber of Commerce. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement, corporate, charitable, and institutional clients with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ryan B

Series 66

Waterville, ME

Edward Jones

Ryan Bean is a financial advisor with Edward Jones in Waterville, ME, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mendall Financial Group, Raymond James Financial Services, Liberty Mutual, and Subway. Bean serves as a chapter director for a local business networking group, organizing weekly meetings in the Waterville area. 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 supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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Kimberly M

Series 63, Series 66

Augusta, ME

Edward Jones

Kimberly Mackenzie is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2020. Her prior experience includes roles at key Investment Services LLC and KeyBank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive Intergenerational Families
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Michael C

Series 66

Waterville, ME

LPL Financial

Michael Clark is a financial advisor with LPL Financial based in Waterville, ME, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Camden National Bank, Cetera, Fidelity, CUNA Brokerage Services, and Ameriprise. Clark operates Camden Financial Consultants as a DBA for his LPL business. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lisa P

Series 63, Series 66

Waterville, ME

LPL Financial

Lisa Pomerleau is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at INVEST Financial Corp. and Prime Financial Inc. Financial Services and Insurance. Pomerleau serves as Treasurer on the board of the First Church of Waterville, Maine. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Frederick F

Series 63

Waterville, ME

Raymond James Financial

Frederick Fischer is a financial advisor with Raymond James Financial in Waterville, ME, holding a Series 63 designation and having 38 years of industry experience. He previously worked at LPL Financial for 29 years before joining Raymond James in 2025. Outside of his advisory role, he owns Fischer Financial Services, which provides financial and estate planning, and acts as an insurance agent selling annuity and life contracts. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Katherine H

Series 66

Waterville, ME

LPL Financial

Katherine Higgins is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. Her prior roles include working at Silverstein Law, P.A., and involvement in retail and university settings. She is also a commissioned notary public in Waterville, ME. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Danielle V

Series 66

Augusta, ME

Raymond James Financial

Danielle Valleau is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She has worked with Raymond James Financial Services since 2009 and previously was with Thomas M Hastings LLC. Valleau also operates a support company, Danielle Valleau LLC, related to her financial advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses advanced modeling tools to support client goals, with unique offerings in municipal advisory and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Albert L

CFP®, Series 63

Waterville, ME

LPL Financial

Albert Languet III is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® and Series 63 designations and has been with LPL Financial since 1996. Languet is also the owner of Tres Reyes, a business unrelated to securities trading. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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