Jody James is a Series 66-licensed financial advisor with 13 years of industry experience, currently with LPL Financial since 2019. Prior to joining LPL, James worked at AXA Advisors and Edward Jones. Outside of advisory work, James teaches financial literacy classes through RSU5 Community Programs and is involved in tax preparation and consulting activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services featuring both discretionary and non-discretionary management supported by extensive research and advanced portfolio management tools.

Justin Conant is a financial advisor at Edward Jones in Auburn, ME, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as president of the Hoyt Drive Association in Monmouth, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Godin is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has been with LPL Financial since 2017 following his studies at Saint Joseph's College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management supported by proprietary and third-party research resources.

Jeffrey Labbe is a financial advisor with Edward Jones in Bath, ME, holding the Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, Labbe is a member of the Bath Rotary, where he participates in fundraising and attends weekly meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Tara Davis is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked at firms including Rise Private Wealth Management, Commonwealth Financial Network, and Northeast Retirement Solutions. Outside of her advisory work, she serves on the boards of Oxford Hills Music, Arts and Drama Boosters and Pink Feather Foundation and is actively involved in community organizations such as the Oxford Elementary PTO, Girl Scouts of Maine, and Scouts BSA Troop 130. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data within a managed account framework that includes affiliated product options and certain enrollment criteria.

Shawn Wright is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory work, he owns a jewelry business and serves on the finance committee of his church. 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 institutions. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Donald Richard is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2015. In addition to his advisory role, he is the owner of Investment Concepts, where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Lemieux is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in tax preparation through co-ownership of BPCP Tax Advisors, LLC, and owns several business entities related to office space leasing and property management. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed, research-driven recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Poirier is a CFP® and ChFC® with 19 years of experience at Equitable Advisors, where he has worked since 2007. Prior to the firm's rebranding, he was affiliated with AXA Advisors, LLC for 13 years. He is also a member of Poirier Associates, LLC, an independent producer for group and individual insurance plans, and serves as a trustee on the Pond Ridge Acres Homeowners Association board. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a hybrid model involving LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions.

Austin Albert is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He previously worked at Patriot Financial Group from 2014 to 2018 and has been with LPL Financial since 2012. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

Joseph Marro is a financial advisor at LPL Financial in Brunswick, ME, holding a Series 66 designation. He has eight years of self-employed experience and has worked at Camden National Bank since 2026. Prior to his financial career, he spent three years with the Brunswick School System. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Bartlett is a financial advisor with Edward Jones in Yarmouth, ME, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Daniel Hansen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021, as well as positions at Speedway LLC and Merrimack College. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products, including model portfolios and fund advisory services.

Sarah Church is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has previously worked at SagePoint Financial, Inc., Open Systems Technologies Inc., and Merck KGaA, among other firms. Outside of her advisory role, she is employed part-time at Target in South Portland, Maine. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven model portfolios and various technology-driven investment solutions.

Matthew Crane is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Coastal Maine Botanical Gardens and Kents Hill School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Tobias is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, before joining LPL Financial in 2017. Tobias is also a high school football coach at Summit High School. 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, and retirement consulting, with access to model portfolios and research from internal and third-party sources.

Peter Lowell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Blackhawk Network Inc for six years and at CashStar for four years. He is based in Brunswick, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

David Smirles is a financial advisor with Raymond James Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2018 and has also been associated with Androscoggin Bank since 2016. Smirles serves as Treasurer and a board member for the nonprofit Community Concepts Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by advanced analytical tools and a broad network of advisors.

Richard Clough serves as an Associate Resident Director and Wealth Management Advisor at Merrill. In this role, he partners with clients to develop personalized wealth management strategies that reflect their life priorities, goals, and aspirations. He integrates insights from Merrill’s investment expertise with banking and lending solutions from Bank of America to create flexible financial plans responsive to changing market conditions. With nearly a decade of experience, Richard specializes in working with education, healthcare, and non-profit professionals, helping them design customized financial strategies focused on retiring well and achieving a work-optional lifestyle. His areas of expertise include legacy planning, personal retirement planning, portfolio management, socially responsible and values-based investing, and retirement income. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard earned a Bachelor's Degree from Baker College and a Master's Degree from the College for Financial Planning. Committed to community involvement, he follows Merrill’s tradition of volunteering with organizations where he serves. Outside of work, he enjoys activities such as boating, camping, football, gymnastics, hunting, rock climbing, skiing, spending time with family, and traveling.

Shana Bennett is a financial advisor with XYPN Sapphire holding a Series 66 credential and two years of industry experience. Her prior work includes roles at HighTower Securities LLC and the University of Southern Maine, as well as service in the U.S. Navy. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management along with sponsored TAMP services.