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Justin C

CFP®, Series 66

Auburn, ME

Edward Jones

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.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Ryan G

Series 63, Series 65

Lewiston, ME

LPL Financial

Ryan Godin is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 licenses 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David G

Series 63, Series 65

Cumberland Center, ME

OSAIC

David Gallant is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Gallant's Insurance since 1993, focusing on fixed life and health insurance sales and service. In addition to his advisory work, he has managed Gallant's Photography since 1985. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Annuities Private / alternative investments
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Shawn W

Series 63, Series 65

Lewiston, ME

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Donald R

Series 63, Series 65

Lewiston, ME

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joseph P

CFP®, ChFC®, Series 66

Lewiston, ME

Equitable Advisors

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Austin A

Series 63, Series 66

Lewiston, ME

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brian B

Series 66

Yarmouth, ME

Edward Jones

Brian Bartlett is a Series 66-licensed financial advisor with Edward Jones in Yarmouth, ME, where he has worked since 2011. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Daniel H

Series 66, Series 63

Lewiston, ME

Fidelity

Daniel Hansen is a financial advisor with Fidelity Investments in Lewiston, ME, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Speedway LLC and Merrimack College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Charitable giving & philanthropy Active portfolio management
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James J

Series 63, Series 65

Auburn, ME

LPL Enterprise

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.

Tax-loss harvesting
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Deborah G

CFP®, Series 63, Series 66

North Yarmouth, ME

Cambridge Investment Research Advisors

Deborah Galarneau is a CFP® professional with over 32 years of experience in financial advising. She currently works with Cambridge Investment Research Advisors and has prior experience at Cantella and Co., Inc. In addition to her advisory role, she is involved in independent insurance agency activities. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a multi-platform approach.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Sarah B

Series 65, Series 63

Gray, ME

Primerica Advisors

Sarah Blondin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Her prior work includes roles at Kindred HealthCare and PFS Investments Inc. She also receives non-investment compensation related to home security and automation product referrals through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients, delivering advisory services through a large network of advisors using model-based investment strategies.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ryan M

Series 65

Cumberland, ME

Cambridge Investment Research Advisors

Ryan Morris is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, Inc., bringing four years of industry experience. His career includes roles at Clean Energy Fuels and Summit Utilities, where he worked for nine years. Morris is currently affiliated with SmartPro Financial and Cambridge Investment Research Advisors. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies as well as third-party advisers across multiple platforms.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Sarah C

Series 66

Yarmouth, ME

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Preston G

Series 63, Series 66

North Yarmouth, ME

Cambridge Investment Research Advisors

Preston Galarneau is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds the Series 63 and Series 66 designations and has 46 years of industry experience. His prior work includes roles at Cantella & Co., Inc., Morgan Stanley, Citigroup Global Markets, and Merrill. He is president of Galarneau Group Wealth Management and serves as treasurer for Highland Lake Corporation, a nonprofit real estate organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms, provides access to third-party advisers, and manages proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Morgan F

Series 63, Series 66

North Yarmouth, ME

Fidelity

Morgan Foster is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with various Fidelity entities since 2007 and previously spent a year at Wells Fargo Clearing. Outside of finance, Morgan operates a wedding and portrait photography business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Charitable giving & philanthropy Active portfolio management
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Jay T

Series 63, Series 66

Yarmouth, ME

LPL Financial

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 experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he serves as a high school football coach at Summit High School. 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 investment solutions including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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David S

Series 63, Series 65

Lewiston, ME

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jennifer B

Series 66

Cumberland, ME

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Gail M

Series 63, Series 65

Windham, ME

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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