David Gallant is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and totaling 39 years of industry experience. He has worked at Osaic since 2024 and has been the owner of Gallant's Insurance since 1993. In addition to his advisory work, he has operated Gallant's Photography since 1985. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and offers portfolios constructed using firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.

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.

Joseph Poirier is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to his current role since 2007, he worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee on his local homeowners association board and is a member of an LLC providing group health and insurance plans. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes client-specific planning and utilizes a range of third-party advisory programs and asset managers.

Austin Albert is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at Patriot Financial Group from 2014 to 2018 and New England Securities from 2008 to 2012. Albert maintains an independent business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies supported by research and technology tools.

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.

James Jackson IV is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Deborah Galarneau is a CFP® professional with 31 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked for Cantella and Co., Inc. for over a decade. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Sarah Blondin is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. She has 11 years of industry experience and has worked with PFS Investments Inc. since 2015 and Primerica Financial Services since 2013. Blondin’s prior work includes roles in healthcare and retail sectors. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Ryan Morris is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors and has four years of industry experience. His prior work includes nine years with Summit Utilities, Inc. and a current role at Clean Energy Fuels focused on renewable projects. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and a mix of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Sarah Church is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at SagePoint Financial, Open Systems Technologies Inc., and Merck KGaA. Outside of her advisory role, she also has part-time employment with Target. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Preston Galarneau is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 46 years of industry experience, including over a decade with Cantella & Co., Inc. In addition to his advisory work, he serves as treasurer of a nonprofit real estate corporation and operates an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management approaches and platform options.

Morgan Foster is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2015. Outside of advising, he runs a wedding and portrait photography business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jay Tobias is a financial advisor with LPL Financial in Yarmouth, ME, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Outside of his advisory role, he serves as a high school football coach at Summit High School in Bend, OR. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad range of non-advisory financial services.

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.

Jennifer Barber is a Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has 16 years of industry experience, including a prior role at CIEE. She serves as a trustee for her condominium association in Boston. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gail Moulton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2020 and previously spent 17 years at the Office of Maine Attorney General. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers and custodial services.

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.