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.

Matthew Libby is a financial advisor with Cetera, holding the CFP® designation and Series 66 license, with 11 years of industry experience. He has worked at Cetera since 2016 and also operates Choice Wealth Advisors LLC, where he provides financial planning and asset management. He serves as a board member for the Skowhegan Regional Chamber of Commerce. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

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.

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.

Michael Clark is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at Camden National Bank and LPL Financial since 2015. Clark also operates Camden Financial Consultants as a DBA connected to his LPL business. 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 advisory programs, financial planning services, and brokerage options supported by proprietary and third-party research.

Lisa Pomerleau is a financial advisor with LPL Financial in Waterville, ME, holding Series 63 and Series 66 credentials 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 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and third-party subadvisors.

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.

Katherine Higgins is a financial advisor with LPL Financial in Waterville, ME. She holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, she worked at Silverstein Law, P.A., and has experience in other fields including retail and education. 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 planning services, utilizing discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

Danielle Valleau is a financial advisor with Raymond James Financial Services Advisors Inc. She holds the Series 66 designation and has 16 years of industry experience. Valleau has worked at Raymond James since 2009 and previously worked at Thomas M Hastings LLC. She also operates her own business, Danielle Valleau LLC, supporting her activities with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and maintains specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Albert Languet III is a CFP® professional with over 31 years of industry experience, currently affiliated with LPL Financial since 1996. He is based in Waterville, ME, and has been involved in investment-related business activities including ownership of Tres Reyes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations, offering a range of financial planning and advisory services supported by extensive research and multiple investment strategies.