Jason Roy is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. He is also a partner at Roy & Associates, CPA’s, a firm providing financial services since 1995, and owner of R&A Wealth Management, LLC, which he has operated since 2008. His work history includes roles at Avantax and 1st Global firms. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers across discretionary and non-discretionary program structures.

Logan Shannon is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at The County Federal Credit Union and the New Balance Recreation Center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Daniel Michaud is a financial advisor with Edward Jones in Bangor, ME, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked for six years at Mattress Firm. Michaud serves on the membership board of Climate Work Maine, supporting the development of donor and participant acquisition strategies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, offering both discretionary and non-discretionary strategies, as well as affiliated mutual funds and other services.

Amanda Bost is a financial advisor at Osaic with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, LPL Financial, and Camden National Bank. Outside of her advisory role, she volunteers as a tax aide with an IRS-supported program assisting low income and elderly populations with tax return preparation. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Bowen Leary is a CFP® with 10 years of industry experience, currently serving at Mass Mutual Investors Services in Bangor, ME. He has held roles at United Insurance Group and Metlife Securities, Inc., and has been involved in insurance brokerage focused on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software and delivers written recommendations without investment discretion.

Peter Buzzini is a financial advisor at UBS Financial Services with 20 years of industry experience. He has worked at UBS since 2007 and holds a Series 66 designation. Outside of his advisory work, he serves on the board of directors and chairs the Finance Committee for the Penobscot Valley Ski Club, which promotes local skiing activities in Maine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Kelly Scheetz is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has been with UBS since 2002. Outside of her advisory role, she serves on a steering committee for the Bangor Region Leadership Institute, contributing to alumni functions and database management. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory solutions. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and manages a range of services including discretionary portfolio management, capital markets activities, and wealth management.

Michael Richard Cormier is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Cormier provides pro bono financial planning services to underserved communities through the Foundation for Financial Planning. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Dustin Roeder is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with Ameriprise Financial Services since 2014. Dustin holds Series 63 and Series 65 designations and also acts in fiduciary capacities such as trustee and personal representative. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital markets expertise.

Philip Barb is a financial advisor with Edward Jones in Orono, ME, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a senior consultant for Booz Allen Hamilton, assisting with environmental due diligence audits for the Federal Aviation Administration, and is a board member of Treat Falls House, a live-in facility for the developmentally disabled. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Jared O'roak is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as chair of the Investment Committee for the Roman Catholic Diocese of Portland, where he helps oversee the management of the Diocese’s investment portfolio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through advisory programs and specialized consulting arrangements.

John Tuell is a financial advisor with Ameriprise in Bangor, ME, holding Series 65 and Series 63 designations and seven years of industry experience. He has been with Ameriprise since 2020 and previously worked at Financial Advocates Investment Management from 2017 to 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients nearing or in retirement. The firm's retirement income advice is supported by a centralized service team using proprietary research, third-party data, and algorithmic tools.

Parker Sanderson is a financial advisor with RBC Capital Markets in Bangor, ME, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at Cetera, First National Bank, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

John Byrne is a financial advisor with Edward Jones in Bangor, Maine, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Byrne serves on the investment committee for Carrabassett Valley Academy, overseeing the school's endowment investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Melinda Ogden is a financial advisor with Edward Jones in Bangor, ME, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, she worked at PepsiCo Beverages for three years, Belfast Coop for four years, and Wendy's for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard when providing its services.

Sean Thomas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked extensively with Avantax firms and operates TMATT Tax and Financial, where he provides tax preparation and wealth management services. Outside of his advisory role, he serves as a bishop for a local congregation of the Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

David Krech is a financial advisor with LPL Financial based in Bangor, ME, holding the Series 66 designation and bringing 17 years of industry experience. He has worked with Alterity Financial Group, LLC (formerly Maine Asset Management) since 2010, and joined LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Shannon is a financial advisor with RBC Capital Markets in Bangor, ME, holding a Series 66 designation and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Mark Erhardt is a CFP® professional with 28 years of industry experience, currently serving at RBC Capital Markets in Bangor, ME. He has worked at RBC Capital Markets since 2013 and at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

Robert Mckay II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he has co-owned a home-based business, H&M Holdings, since 2017 and has experience selling non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.