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.

John Creteau is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously with Voya Financial Advisors. Outside of his advisory role, he serves as president of The Spaulding High School Baseball Fan Club, an organization that raises funds for high school baseball programs. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management options and access to third-party money managers.

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.

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.

David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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 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 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 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 and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Granite Bay Wealth Management and Flagship Harbor Advisors. Bartlett also operates Accolade Financial LLC, a certified college planning specialist firm. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management approaches and platform arrangements.

Karrie Shaw is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. In addition to her advisory role, she is involved in independent insurance brokering, working with several life insurance and annuity providers. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Andrea Williamson is a financial advisor with Edward Jones in Kennebunk, ME, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2014. 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 supported by a large nationwide network of financial advisors and branch offices.

Daniel Smith is a financial advisor with UBS Financial Services in York, Maine, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he acts as a trustee for an irrevocable insurance trust, authorizing annual life insurance payments. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm’s advisors use proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Arthur Macgregor Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 18 years before joining Cetera and Lighthouse Federal Credit Union in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts.

Stephen Trottier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he participates in disc golf tournaments as a hobby. 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 provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Catherine Paige is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2024 and previously at Cetera Advisors and Questar Capital Corporation. Outside of her advisory role, Paige volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a wide range of platform arrangements and both discretionary and non-discretionary investment strategies.

Taylor Dimick is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Edward Jones since 2019. He has six years of industry experience, including prior roles at World Energy and Amspec LLC. Outside of his advisory work, he is involved in managing rental property communications and upkeep. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kimberly Place is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her work history includes roles at Merrimack County Savings Bank, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. She is also registered as a non-variable insurance agent. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.