Jeffrey Hagstrom is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work history includes roles in various sectors such as marine services, landscape construction, education, and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Laura Lommler is a CFP® and holds a Series 66 license. She has eight years of industry experience, including four years at the University of Maine and nine years with Edward Jones. She is based in Bangor, ME. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,000 financial advisors.

Edward Troscianiec is a financial advisor at Osaic with 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Securities America Advisors. Outside of advising, he volunteers as a presenter at the Cole Land Transportation Museum, where he shares his military experience with students. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage and advisory services, including access to third-party money managers and unified managed accounts.

Marion Syversen is a financial advisor with OSAIC in Hampden, Maine, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, Syversen worked for Securities America Advisors, Inc. and Securities America, Inc. for eight years. Outside of advising, Syversen writes personal finance articles based on television appearances and volunteers leading small groups at The Rock Church. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services, using asset-allocation tools and risk assessments to construct portfolios across various investment vehicles, supporting both discretionary and non-discretionary accounts.

Tyler Small is a financial advisor with LPL Financial in Bangor, ME, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Camden National Bank. Outside of his advisory role, Tyler is a commissioned notary in the state of Maine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Audrey Wood is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2018 and previously at RBC Capital Markets from 2015 to 2018. Outside of her advisory role, she serves as treasurer and pays bills for a concrete construction company she owns in a passive capacity and also provides notary services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based allocations.

Kent Salfi is a financial advisor with RBC Capital Markets in Bangor, ME, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining RBC in 2022, he worked at Wells Fargo Clearing Services LLC from 2017 to 2022 and Questar Capital Corporation from 2013 to 2017. He is the sole owner of KDS Capital, LLC, a non-investment-related business that receives trail commissions. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Christopher Marshall is a financial advisor with LPL Financial based in Bangor, ME, holding a Series 66 designation and having 16 years of industry experience. His prior roles include positions at Grove Point Advisors, Marshall Mortgage LLC, and Securities America Advisors. Outside of advisory work, he owns Marshall Tax Services LLC, a tax preparation and accounting 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.