John Toye is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2006 and has worked in related capacities at Primerica Financial Services since 2002. In addition, he has operated as a tax practitioner since 1978. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed accounts. The firm curates third-party asset managers and oversees portfolio implementation via BNY Mellon Advisors, operating under a tiered wrap-fee structure.

John Hughes is a CFP® with 31 years of experience in the financial services industry. He has been with Ameriprise since 1994, currently serving as an advisor at their Scarborough, ME office. Outside of his advisory role, Hughes owns a real estate business through JXH LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Jesse Eaton is a financial advisor with Morgan Stanley in Scarborough, ME, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Investment and Finance Committees and the Board of Williston Northampton School in Easthampton, Massachusetts. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Stephen Gaumer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015 respectively. Outside of his advisory role, he serves as an elected selectman in Cohasset, Massachusetts. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by proprietary tools and investment research.

Gilles Paradis is a financial advisor with LPL Financial in Scarborough, ME, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously spent 18 years at SII Investments, Inc. Paradis is also a licensed insurance agent through Paradis Financial Services. 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 asset management solutions, including model portfolios and institutional platforms, supported by advanced operational tools.

Jamee Shinn is a Series 66-licensed financial advisor with Edward Jones in Windham, ME, with four years of industry experience. Prior to joining Edward Jones in 2021, Shinn was self-employed with Zip-PT-Doo-Dah and has held roles with the University of New England and the Morrison Center. She also serves as president of the Scarborough Primary PTA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Alane Downes is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 credentials and has 36 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company and MassMutual Investors Services. Outside of her financial services career, she pursues photography, occasionally selling her work and participating in local art exhibits. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships without discretionary investment authority.

Nicholas Auger is a financial advisor with Ameriprise in Scarborough, ME, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo for eight years before joining Ameriprise. In addition to his advisory role, he is a co-owner of Collaboration Partners, LLC, where he manages an advisory business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sophie Lamb is a financial advisor at Ameriprise with two years of industry experience. She has been with Ameriprise since 2018, including roles at Ameriprise Financial Services, Inc. Prior to her advisory career, she worked at the University of Maine. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, algorithm-assisted advice.

Shaun Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. Prior to joining LPL in 2024, he spent nine years at Cambridge Investment Research Advisors and two years at Signator Investors, Inc. 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a broad platform that combines advisory services with non-advisory financial activities.

Jay Pearl is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and 34 years of industry experience. He has worked with Raymond James since 2005 and is also the owner of Pearl Financial Services, a support company focused on non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Jeremy Urquhart is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He has been a member of the United States Marine Corps Reserve since 2015. 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 large nationwide network of advisors and branch offices.

Peter Watt is a financial advisor with Edward Jones in Gorham, ME, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Amanda Stetson is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Edward Jones and Concurrent Advisors before joining Raymond James Financial and its affiliates. Outside of her advisory role, she serves as a director for a local networking group, co-organizing weekly meetings. 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 institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeffrey Amell is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisory, Inc. and Raymond James Financial Services, Inc. since 2018. Prior to that, he held roles at Residential Mortgage Services, Impole Corporation, AxA Advisors, and AD&W. Outside of advising, he serves as an agent with Financial Benefit Services Corporation, focusing on fixed products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports its recommendations through various advisory programs and institutional consulting.

Brandon Maloney is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2025, he worked in various roles including at Clean-o-rama and attended Bentley University. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Thomas Brunelle is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has worked at LPL Financial since 2003 and was affiliated with TRSS Wealth Management, LLC from 2014 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jennifer Goff is a financial advisor with Ameriprise in Scarborough, ME, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Backup Treasurer for Thornton Heights United Methodist Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Colby Perigo is a financial professional affiliated with Cetera, holding a Series 66 designation and bringing four years of industry experience. His background includes roles at Fidelity Investments and Husson University, among others. He is also engaged with Pine Harbor Advisors and IIS Financial Services in a financial professional capacity. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through various program structures and affiliations.

Holly Benson is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Her background includes roles related to archery organizations and entrepreneurial ventures in that field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions and maintaining a large network of financial advisors across the United States.