Laura Gebhart is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and four years of industry experience. She has worked at Commonwealth and Back Cove Financial since 2022 and was previously involved with The Foundation for Maine's Community Colleges from 2016 to 2022. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

Trent Cunningham is a financial advisor with Key Investment Services LLC in Windham, ME, holding a Series 66 designation and 21 years of industry experience. He has worked at Key Investment Services since 2009, with prior roles at Banc Of America Investment Services and Ameriprise. Outside of his advisory work, he serves as Secretary/Treasurer for a local road association. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model that includes both in-house and third-party strategists, with a focus on non-discretionary management and integration with affiliates such as KeyBank.

Brett Payne is a financial advisor with TD Private Client Wealth LLC in Yarmouth, Maine. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at TD Bank N.A., Waites Sensor Technologies, Southern New Hampshire University, Irving Forest Products, American Income Life, and Sunday River. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation utilizing affiliated and third-party sub-managers, with services including ongoing portfolio management, financial planning support, and custody through third-party custodians.

David Spellman is a financial advisor with Principal Financial Services based in Freeport, ME. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Foresight Insurance & Financial Advisors and Pratt Financial Group, Inc. Outside of his advisory work, he has ownership interests in several LLCs related to real estate operations. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

John Connolly is a financial advisor at LPL Financial with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with LPL Financial since 2008. Besides his advisory work, he is a notary public and is involved in fixed insurance products through Shields Brokerage. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by extensive operational and research tools.

John Daniels is a financial advisor with Edward Jones based in Windham, ME, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Primerica Advisors and Business Networking International. In addition to his advisory work, he was involved with BrooksCapes Property Service. 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 range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Tanner Mc Mahon is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial Services and Morgan Stanley. His background also includes a brief role in construction. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with access to both affiliated and third-party investment strategies.

Robert Wasson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Maine Medical Center and held positions at the University of New England and EventSafe Professional Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Christopher Wallace is a financial advisor with Primerica Advisors in Windham, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to his advisory role, he provides tax preparation and accounting services through Smart Business Solutions. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

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.

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.

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.

Robert Larochelle is a financial advisor with Mass Mutual Investors Services in Falmouth, ME, holding a Series 66 designation and seven years of industry experience. He has worked with MML Investors Services, Mass Mutual Life Insurance Co, and The Recensere Group since 2018, preceded by two years at MFM Services. In addition to his advisory role, Larochelle is involved in outside insurance sales as a broker specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, client-specific planning using firm-approved analytical tools.

Lawrence Perry is a ChFC® credentialed financial advisor with 40 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously employed by MetLife Securities Inc. from 2015 to 2017. Perry is also an insurance agent specializing in group disability and group health coverage. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, educational seminars, and specialized planning programs while emphasizing collaborative, annual financial planning relationships.