Renee Pike is a financial advisor with Primerica Advisors in Biddeford, ME, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior work history includes roles at PFS Investments Inc., Kinetic Software, Primerica Financial Services, WEX Inc., and Saint Joseph's College. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offers model-based investment strategies developed by unaffiliated asset managers.

Lance Hoenig is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns LDH Group, which holds investment property and a local office in Kennebunk, Maine. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Greg Lapierre is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with LPL Financial since 2007 and has been associated with State Mutual Companies since 1989. Outside of advising, he works remotely for Bureau Veritas NA, where he researches and analyzes city building and zoning regulations related to commercial properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various investment strategies.

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 its affiliated firm since 1998. Outside of his advisory role, Butler operates as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides multiple investment implementation options through various custody and platform arrangements, tailored to client objectives, and features proprietary model strategies alongside access to unaffiliated strategists.

Sharon Bunker is a financial advisor with Cambridge Investment Research Advisors and holds Series 66 and Series 63 licenses. She has 20 years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Old Port Advisors. Outside of advising, she is a notary public and is involved with Pension Professionals in an administrative and investor relations capacity. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers tailored strategies through various custody and platform options and supports discretionary and non-discretionary investment approaches.

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 with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles at PFS Investments Inc. and Primerica Financial Services since 2011, as well as experience with educational institutions such as Portsmouth Christian Academy and SAU 56. Outside of her advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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 at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

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 at Cambridge Investment Research Advisors with 27 years of industry experience. He has been with Cambridge since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he works as an independent insurance agent and also provides courier services as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Mary Sycamore is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 10 years of industry experience. She has worked at Ameriprise Financial Services since 2019, following two years at Morgan Stanley in various roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

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 at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors and Flight Financial Group. Outside of advisory work, he volunteers as an instructor for AFES. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client goals.

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 with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been associated with LPL Financial since 2015 and Bay Financial Advisors Inc. since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services utilizing both discretionary and non-discretionary management approaches.

Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2016 and previously worked at York County FCU from 2014 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Keefe is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Kennebunkport Wealth Advisors, Inc. and Raymond James Financial Services. Keefe is also involved with Kennebunkport Wealth Advisors as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.