Greg Lapierre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007 and has worked at State Mutual Companies since 1989. Outside of his advisory work, he contributes to Bureau Veritas NA by researching and analyzing municipal building and zoning regulations for commercial properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms with advisory and brokerage services delivered through a large network of investment adviser representatives.

Richard Butler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with the broader Cambridge Investment Research organization since 1998. Outside of his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of platforms and proprietary model strategies, supporting both discretionary and non-discretionary management through a nationwide network of financial professionals.

Sharon Bunker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Old Port Advisors, Commonwealth Financial Network, and Ameriprise. She is also a notary public and works with Pension Professionals in an administrative and investor relations capacity. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Robert Williams is a financial advisor with UBS Financial Services in Arundel, ME, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Williams serves as a JV Boys Lacrosse head coach at Souhegan Coop High School and is president of Souhegan Valley Lacrosse Inc., a nonprofit focused on youth lacrosse programs in Amherst, NH. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Wendy Cloutier is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including education and investment services. Cloutier has been associated with Primerica and PFS Investments Inc. since 2011 and is involved part-time in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established partners.

Brian Sliney is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Federated Investors and its affiliated entities from 2008 to 2017. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Patrick Lawler is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of Timberlaw LLC, a real estate business in Saco, Maine. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory oversight to deliver these services, focusing on assets managed within Ameriprise accounts.

Luz Sandoval Kettle is a financial advisor with Cetera holding a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Lighthouse Credit Union and Visions Federal Credit Union, as well as experience as a cultural care au pair. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform approach.

Timothy Bascom is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Katie Ouellette is a financial advisor with UBS Financial Services in Biddeford, ME, holding a Series 66 designation and having 21 years of industry experience. She has been with UBS since 2004. Outside of financial services, she is involved with Autoland, a used auto sales business in Wells, Maine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to tailor investment solutions.

Robin Jarvis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cambridge since 2010, with prior roles at Oppenheimer and Merrill. In addition to his advisory work, Jarvis is an independent insurance agent and also works as a courier service contractor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, third‑party advisers, and proprietary model strategies.

Timothy Howard is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, he held roles at Bunzl Distribution, HT Berry, and WB Mason, totaling over a decade of work experience across various companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 advisors.

Mary Sycamore is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and CFA® designations and Series 65 and 66 licenses. She has 11 years of industry experience, including prior roles at Morgan Stanley Private Bank and Robertson Stephens Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Daniels is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at PFSI Investments Inc. and Primerica Financial Services. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by external asset managers and supports accounts with custodial services from Pershing.

Noah Paige is a financial advisor with Cambridge Investment Research Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisors and Flight Financial Group. He also volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies through a large network of financial professionals.

Stephen Daley is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, Daley serves on the Board of Directors for the Bowling Green State University College of Business Leadership Council and as a Commissioner on the Columbus Metropolitan Housing Authority Board of Commissioners. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Linda Odegaard is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Bay Financial Advisors 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 services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with eight years of industry experience. She has worked at Edward Jones since 2016. 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 network of financial advisors and branch offices nationwide.

Christopher Keefe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Kennebunkport Wealth Advisors, Raymond James Financial Services, Raymond James & Associates, and Edward Jones. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Joshua Bartlett is a financial advisor with Cambridge Investment Research Advisors in York, ME, holding a Series 66 designation and eight years of industry experience. He previously worked at Granite Bay Wealth Management for six years and has been involved with Accolade Financial College Consulting since 2014, where he provides certified college planning services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports a range of management approaches and provides proprietary model strategies under the Founders Gate Capital brand.