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. He holds Series 63 and Series 65 credentials and has prior experience with Securities America Advisors, Mass Mutual Investors Services, and the U.S. Navy. Outside of finance, he volunteers as a presenter at the Cole Land Transportation Museum, where he discusses his military experience with students. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of both proprietary and third-party strategies.

Marion Syversen is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Inc. and Wall Street Financial Group, Inc. Outside of her advisory role, Syversen writes personal finance articles based on her TV appearances and volunteers leading small groups at The Rock Church. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and access to alternative investments through a complex affiliate network and multiple program arrangements.

Tyler Small is a financial advisor with LPL Financial in Bangor, ME, holding a Series 66 credential and five years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Camden National Bank, Infinity Federal Credit Union, Wayfair, and Northeast Technical Institute. He is also a commissioned notary for the State of Maine. 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, third-party asset management, and institutional platforms.

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 at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Edward Jones and Grove Point Advisors. Outside of his advisory role, he owns a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by various portfolio programs and institutional platforms.