Ryan Merchant is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Charles Schwab since 2015. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by extensive research and due diligence on alternative investments.

Alicia Boylan is a financial advisor with LPL Financial in Scarborough, ME, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at ADHESION WEALTH, American Beacon Advisors, State Street Global Advisors, Fidelity, and Commonwealth Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Bryan Vandussen is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as Treasurer for the West End Neighborhood Association and the West Prom Sunset Concerts, and is Membership Chair for the BMW Riders of Southern Maine. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brandon Wasser is a Series 66-licensed financial advisor with Ameriprise in Scarborough, Maine, with approximately three years of industry experience. His professional background includes roles at Ameriprise Financial Services and various positions outside the financial sector, including business ownership in re-selling. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Zoe Nelson is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has prior experience at Navigate Wealth Planning Group and Bankers Life. Nelson also worked at Free Range Fish and Lobster and the University of Southern Maine before entering the financial services industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Christopher Keefe is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Kennebunkport Wealth Advisors, Inc. and Raymond James Financial Services. Keefe is also involved with Kennebunkport Wealth Advisors as a DBA for his LPL 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

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.

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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

David Chambers is a financial advisor with Ameriprise in Portland, ME, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he has involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, providing comprehensive written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Augustine Martel is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Charter (Spectrum) and various other employers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a platform that integrates advisor programs with sales of other financial products.

Mark Daniels is a financial advisor with Primerica Advisors in Old Orchard Beach, ME, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, focusing on percentage-based tiered fees rather than fixed-fee billing.

Robert Felvinci is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously spent eight years at Seaway Investment Management. He is also employed by Pension Professionals in Biddeford, ME. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.

Paul Romano is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory work, Romano serves as Treasurer and a member of the Board of Directors for the Maine Flag Football League, a youth sports organization in Southern Maine. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Robert Vail is a financial advisor with LPL Financial, holding the Series 66 and Series 63 designations and bringing 17 years of industry experience. His prior roles include positions with TD Private Client Wealth LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. He is also involved with Empeople, an investment and retirement services business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Warren Spencer is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kovack Securities and Kovack Advisors for a decade. Outside of his advisory role, he has a real estate ownership interest in Norway, ME. Ameriprise offers retirement-income planning services primarily for high-net-worth individuals, combining research-driven recommendations with algorithmic tools to deliver tailored income strategies.

G Papaz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations, with 42 years of industry experience. He has been with Mass Mutual Investors Services since 2001 and also maintains a role with MassMutual Life Insurance Company since 1999. Outside of his advisory work, he is engaged as a life insurance sales agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and recommend investment strategies.