Louis Poussard is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2026, he worked for VOYA Financial for 12 years. 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 managed solutions, supported by a large network of financial advisors and branch offices across the country.

Derek Simkowitz is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 19 years of experience and has worked with firms including Androscoggin Bank and INVEST Financial Corporation. He is also a vice president of Androscoggin Financial Services, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers specialized municipal advisory services uncommon among large institutional firms.

Thomas Edgar is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved with the South Portland High School softball boosters, where he serves as co-treasurer for a small fund supporting athletic expenses not covered by the school. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Eric Gilman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors since 2007 and with Primerica Financial Services since 2006. Outside of his advisory role, he is involved in selling home security and automation products through a Primerica affiliate. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and utilizes independent due diligence and delegated trading through BNY Mellon Advisors.

Christopher Perry is a financial advisor with Mass Mutual Investors Services in Falmouth, ME, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He previously worked at MetLife Securities Inc. and has also served as an insurance agent specializing in individual life, health, group life, and group disability insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Kristina Grant is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Cetera since 2010. In addition to her advisory role, she serves as vice president, operations manager, and designated supervisor for Jackson Brokerage. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with multiple program options and a multi-manager platform.

Cole Parlin is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Yarmouth, ME. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise is an institutional firm offering retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to create non-discretionary, customized recommendations delivered through a centralized consulting team.

Jessica Putnam is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones for seven years before joining Ameriprise Financial Services LLC, where she is currently based in Naples, ME. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.

Diana London is a financial advisor with Primerica Advisors based in Windham, ME, holding Series 63 and Series 65 designations and possessing four years of industry experience. Her career includes roles with Primerica Financial Services and Maine Recon. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services using model-driven strategies overseen by third-party managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

John Toye is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2006 and has worked in related capacities at Primerica Financial Services since 2002. In addition, he has operated as a tax practitioner since 1978. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed accounts. The firm curates third-party asset managers and oversees portfolio implementation via BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Jamee Shinn is a Series 66-licensed financial advisor with Edward Jones in Windham, ME, with four years of industry experience. Prior to joining Edward Jones in 2021, Shinn was self-employed with Zip-PT-Doo-Dah and has held roles with the University of New England and the Morrison Center. She also serves as president of the Scarborough Primary PTA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Alane Downes is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 credentials and has 36 years of industry experience. She previously worked at Metlife Securities Inc. for 27 years before joining Massachusetts Mutual Life Insurance Company and MassMutual Investors Services. Outside of her financial services career, she pursues photography, occasionally selling her work and participating in local art exhibits. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships without discretionary investment authority.

Kendrik Doughty is a financial advisor at Merrill with Series 63 and Series 65 credentials and approximately one year of industry experience. Prior to joining Merrill, he was employed at Bank of America in various capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Katherine Dolan is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005, working across both Ameriprise Financial Services, Inc. and LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Seth Cheikin is a financial advisor with Edward Jones in Falmouth, ME, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in managing rental properties in Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Holly Benson is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Her background includes roles related to archery organizations and entrepreneurial ventures in that field. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions and maintaining a large network of financial advisors across the United States.

Lynn Foley is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and bringing 23 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. In addition to her advisory work, she is involved in group life and group health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved tools and collaborative planning processes.

Jonathan Hiltz is a CFP® professional with 26 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and also maintains a role at Mass Mutual Life Insurance Company since 2016. Prior to this, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, structuring client engagements as annual collaborative relationships that focus on goal analysis and written recommendations.

Jody James is a financial advisor with LPL Financial who holds a Series 66 designation and has 13 years of industry experience. Before joining LPL in 2019, he worked at AXA Advisors and Edward Jones. Outside of advisory work, he teaches financial literacy classes and is involved in tax preparation and consulting through several related business entities. 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, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

David Gallant is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and totaling 39 years of industry experience. He has worked at Osaic since 2024 and has been the owner of Gallant's Insurance since 1993. In addition to his advisory work, he has operated Gallant's Photography since 1985. Osaic Wealth, Inc. serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and offers portfolios constructed using firm-provided asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing.