Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

Kenneth Stafford is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years at Securities America, in addition to operating Stafford Advisors since 1989. Outside of advisory work, he serves on the board of the Maine Health & Higher Education Facilities Authority and is a board member of Portland Air Freight, Inc. 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. The firm offers a range of financial planning and portfolio management solutions, combining scale with a broad array of financial services and oversight of more than $819 billion in discretionary assets.

Steven English is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Raymond James since 2017 and is also employed as Associate and Director of Financial Services at Androscoggin Bank. Additionally, he is involved with Androscoggin Financial Services, a support company operating as a DBA for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized services including municipal advisory work and SIMPLE IRA Employer Advisory programs.

William Emmet is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 license and has worked in various roles at J.P. Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Emmet is based in Falmouth, Maine. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Beemer is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. outside of his advisory role, Beemer serves as Vice President of the Experimental Aircraft Association Chapter 87 and is engaged in building an experimental aircraft. He is also licensed as a marriage officiant and performs notary public duties. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage diverse portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Maureen Mills is a Series 66–licensed financial advisor with Edward Jones in Falmouth, ME, and has two years of industry experience. She has been with Edward Jones since 2024. 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, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Hersey is a CFP® and ChFC® with 32 years of experience in the financial advisory industry. He has been with Ameriprise since 2005, including six years at the current firm location in N Yarmouth, ME. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Forest Falls Office Condominium Association, where he is involved in managing the real estate used for his Ameriprise office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. Its Premier Retirement Income service provides clients approaching or in retirement with tailored retirement-income plans, utilizing proprietary research and algorithmic tools to focus on dependable income and tax-aware withdrawal strategies.

Sean Riley is a financial advisor with Ameriprise in Falmouth, ME, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its predecessor entities since 2002. Outside of his advisory work, he is involved in real estate ownership of multi-family properties. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm's approach includes collaborative, non-discretionary recommendations supported by proprietary research and third-party data within a defined investment product ecosystem.

David Gardner Jr. is a ChFC® and Series 66 licensed financial advisor with Ameriprise, based in Pownal, ME. He has 26 years of industry experience, including over 20 years with Ameriprise Financial Services. Outside of his advisory role, he is a co-owner of The Advisor Group, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a structured, non-discretionary process involving investment research and algorithmic analysis.

Kelsie West is a financial advisor with Edward Jones in Topsham, ME, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Jeffrey Guenther is a Series 66-licensed financial advisor with Edward Jones in Bath, Maine, and has nine years of industry experience. He has been with Edward Jones for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Timothy Fulton is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and serving clients for 26 years. He has been with LPL Financial since 2008. In addition to his advisory role, he is a commissioned Notary Public. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and utilizing advanced operational and research tools.

Robert Daggett is a CFP® professional with 53 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC. He has worked at Ameriprise since 2005 and serves as President on the Board of Directors for the Channel Road Association in Brookton, Maine. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Michael Alimi is a financial advisor with Ameriprise in Topsham, ME, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Elizabeth Farmer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2008. In addition to her advisory work, she owns and operates Libby Farmer Tax Solutions, providing tax preparation services part-time. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading to BNY Mellon Advisors and custody to Pershing and Primerica Brokerage Services.

April Caron is a financial advisor with Edward Jones in Brunswick, ME, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and previously held roles with the American Red Cross in both biomedical and humanitarian services. Outside of her advisory work, she is involved with Shackley & Caron LLC, an LLC managing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Louis Poussard is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked for VOYA Financial for 12 years. 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 managed solutions, supported by a large network of financial advisors and branch offices across the country.

Amy Lacavera is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 13 years of industry experience. She has worked at Cetera since 2025 and owns Tax Wise Financial Services, LLC, where she performs tax preparation as an Enrolled Agent. Lacavera also serves on the board of the Maine Association of Professional Accountants, assisting with seminars and acting as an IRS liaison. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers varied portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

Susan Peters is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 registrations. She has nine years of industry experience and has worked at firms including Sharegain Securities Inc., Carver Edison Capital, and First Liberties Financial. Outside of her advisory role, she is also involved in quilt making and occasionally finishes quilting projects for clients. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Thomas Edgar is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the South Portland High School softball boosters, where he serves as co-treasurer for a small fund supporting athletic expenses not covered by the school. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.