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.

Benjamin Hughes is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. His background includes roles at Hughes Wealth Advisors and an internship with Representative Sophia Warren. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal 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.

John Hughes is a CFP® with 31 years of experience in the financial services industry. He has been with Ameriprise since 1994, currently serving as an advisor at their Scarborough, ME office. Outside of his advisory role, Hughes owns a real estate business through JXH LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Jesse Eaton is a financial advisor with Morgan Stanley in Scarborough, ME, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the Investment and Finance Committees and the Board of Williston Northampton School in Easthampton, Massachusetts. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, emphasizing tailored financial planning supported by structured discovery processes and advanced modeling tools.

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.

Gilles Paradis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at SII Investments, Inc. for 18 years before joining LPL Financial in 2018. Paradis is also a licensed insurance agent associated with Paradis Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research, supporting both discretionary and non-discretionary management approaches.

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.

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.

Nicholas Auger is a financial advisor with Ameriprise in Scarborough, ME, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo for eight years before joining Ameriprise. In addition to his advisory role, he is a co-owner of Collaboration Partners, LLC, where he manages an advisory business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sophie Lamb is a financial advisor at Ameriprise with two years of industry experience. She has been with Ameriprise since 2018, including roles at Ameriprise Financial Services, Inc. Prior to her advisory career, she worked at the University of Maine. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver personalized, algorithm-assisted advice.

Ryan Tuttle is a financial advisor at LPL Enterprise with the Series 66 designation and less than one year of industry experience. His prior work includes roles with the University of Southern Maine, MaineHealth, and service in the US Army. He is a volunteer member of the Southern Maine Military Officers Association of America and serves with the Windham Fire Department. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Brandon Goodrich is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with FGS Financial LLC for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

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.

Jennifer Goff is a financial advisor with Ameriprise in Scarborough, ME, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory work, she serves on the Board of Directors and acts as Backup Treasurer for Thornton Heights United Methodist Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven recommendations with tax-efficient withdrawal strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

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.

Colin Mcgee is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 13 years of industry experience. His prior work includes roles at Avantax Advisory Services and Green Street Financial LLC, where he also serves as owner and sole proprietor overseeing tax preparation and accounting services. He is a board member emeritus of the Portsmouth Music and Arts Center and supports the New Hampshire Theatre Project in business and accounting capacities. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment program options through a multi-manager platform.