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 with Edward Jones in Kennebunk, ME, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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 a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Augustine Martel is a Series 66-licensed financial advisor with LPL Enterprise, based in Saco, ME. He has been with LPL Enterprise since 2026 and has prior work experience in various roles including at Charter (Spectrum), Memic, FedEx, and Gordon College. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically employs model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust custody services.

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.

Robert Felvinci is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the Series 66 designation and previously worked for Seaway Investment Management for eight years before joining Cambridge in 2022. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

G Papaz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations, with 42 years of industry experience. He has been with Mass Mutual Investors Services since 2001 and also maintains a role with MassMutual Life Insurance Company since 1999. Outside of his advisory work, he is engaged as a life insurance sales agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and recommend investment strategies.

Thomas Gower III is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2002 and holds the Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Brady Desjardins is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at System One Holdings and LBD Homes, and his background includes four years at Niagara University and Berwick Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Dana Pelkey is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. Prior to joining LPL Enterprise in 2024, Pelkey worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC, spanning two decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, leveraging portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Donald Gondzar is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience, including prior roles at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of finance, he is president of Snowy Elk Coffee Co, a retail and wholesale coffee roastery. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, consulting, and access to third-party asset managers through a network of investment adviser representatives.

Diane Hoenig is a CFP® professional with over 32 years of experience in the financial services industry. She has been with Ameriprise since 1993, serving in various capacities within the firm. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations in partnership with its financial advisors.

Edward Foley IV is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Paul Toole is a financial advisor with Edward Jones in Kennebunk, ME, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at Key Investment Services LLC and KeyBank before joining Edward Jones in 2019. Outside of his advisory role, Toole serves as the president of the Business Network International Referral Masters group in Windham, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Ethan Ladd is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing comprehensive financial planning and investment management services. He focuses on supporting working professionals and their families in New England and beyond, integrating clients' insurance, tax, investment, retirement, benefits, and estate planning goals into ongoing advice and guidance. Ethan holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). Before his career in wealth management, Ethan worked as an appraiser and dealer of fine stringed instruments, directing sales of rare violins from notable Italian makers of the 18th century. He has handled thousands of instruments and led the auction of the record-setting 'Lady Blunt' Stradivarius violin in 2011. Ethan serves on the Board of Directors of the Violin Society of America, where he volunteers his time. Ethan earned his Bachelor's degree, Master of Business Administration (MBA), and Master of Science in Finance (MSF) from Northeastern University. He lives in Kennebunk, Maine with his family and has personal interests in camping, cooking, fishing, football, hiking, photography, reading, running, skiing, and spending time with his family.

David Avery is a financial advisor with UBS Financial Services in Arundel, ME, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS since 2009. Avery previously served on the board of directors for the Berkshire Chamber of Commerce, where he was involved in business advocacy and networking efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor portfolios and financial plans that align with clients’ goals and risk tolerances.

John Gurski Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at LPL Financial since 2024 and previously at Insperex LLC. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.