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 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Taylor Dimick is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones since 2019. He has six years of industry experience, including prior roles at World Energy and Amspec LLC. Outside of his advisory work, he is involved in managing rental property communications and upkeep. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

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.

Samantha Vona is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019, and previously held roles at Royal Alliance Associates, Signator Investors, and Centennial Financial Group. Outside of advising, she is involved in ownership and sales roles at two divorce-related businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, comprehensive planning engagements and a range of investment programs.

John Lachapelle is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2021, he was affiliated with Voya Financial Advisors and has been involved with Creteau, Hackett, Lachapelle Associates LLC since 2001. Outside of his advisory duties, he serves as the committee chair for the Portsmouth Football Golf Tournament and Mark Beaulier Scholarship and is an executive leader and men’s ministry director at Christian Life Church. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services, including access to third-party money managers and customizable investment strategies.

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.

Nicholas Kurtz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in healthcare-related roles at Wentworth Douglas Hospital and York Hospital. Outside of finance, he has experience working at Wentworth Institute of Technology, Cochecho Country Club, and Dover High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Tammy Lavertue is a financial advisor with Ameriprise in Sanbornville, NH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at LPL Financial for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of her advisory role, she is involved in independent insurance brokering and owns a tax preparation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm provides personalized, research-driven recommendations and combines advisory, brokerage, and insurance solutions through its large institutional platform.

Dana Pelkey is a financial advisor with LPL Enterprise, holding a ChFC® designation along with Series 63 and Series 65 licenses. Pelkey has 26 years of industry experience, including two decades with The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, third-party asset management, and insurance products.

Eric De Lorey is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been with Edward Jones in Rochester, NH since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.

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.

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 credentials and bringing 26 years of industry experience. He has been with UBS since 2009. Avery served on the board of directors for the Berkshire Chamber of Commerce, where he was involved in guiding the chamber’s direction and leading nominations for future board members. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

John Gurski Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes work at Insperex LLC and a teaching background at Endicott College and Kennebunk High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.