Vance Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He holds the Accredited Asset Management Specialist (AAMS) certification and the Personal Investment Advisor (PIA) designation. Since joining Merrill Lynch in 2006, he has been designated as a Portfolio Manager, managing personalized or defined investment strategies to help clients pursue their financial goals. With over 24 years of experience, Vance focuses on understanding each client's unique financial situation to develop tailored strategies. He emphasizes client education and works diligently to help clients set achievable goals, understand their financial choices and portfolios, and implement plans that align with their long-term objectives. Vance serves a diverse clientele, including individuals, families, small businesses, and non-profit organizations. Vance earned an Associate's Degree from New Hampshire Technical Institute. Outside of his professional duties, he enjoys spending time at the family camp with his wife and two daughters, driving motorized vehicles such as ATVs and construction equipment, and playing guitar in a band with friends for the past ten years.

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.

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.

Paul Suyama is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 66 licenses. He has 39 years of industry experience, including roles at StoneX Securities Inc. and Capital Wealth Planning Services, where he served as President and Investment Advisor Representative. 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 offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software for goal analysis and written recommendations.

Peter Mendall is a CFP®-designated financial advisor with Raymond James Financial, where he has worked since 1997, totaling 29 years of industry experience. He is a partner of Mendall Financial Group, LLC and is involved in an agricultural venture with his wife focused on sustainable farming and a farm camping experience. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

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.

Gary Bragg is a financial advisor at Raymond James Financial with 36 years of industry experience. He previously worked at Commonwealth Financial Network for 36 years before joining Compass Investment Management and subsequently Raymond James. Outside of his advisory role, he serves as a pastor at Thomas Memorial Baptist Church and as treasurer for the Maine Baptist Association, both nonprofit religious organizations. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal and public finance clients as well as employer-sponsored SIMPLE IRA plans.

Michael Godin is a financial advisor with LPL Financial in Lewiston, ME, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at The Patriot Financial Group, New England Securities, and PRUCO Securities. 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, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Robert Hilf Jr. is a financial advisor with LPL Financial, holding a CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including previous roles at Waddell & Reed, Inc. and managing The Hilf Tirpak Group LLC. He also volunteered with Pittsburgh Action Against Rape from 2014 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Ryan Godin is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with LPL Financial since 2017 following his studies at Saint Joseph's College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

Shawn Wright is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory work, he owns a jewelry business and serves on the finance committee of his church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Andrew Novick is a financial advisor with Edward Jones in Falmouth, ME, holding a Series 66 designation and over one year of industry experience. Prior to joining Edward Jones, he was associated with Bankers Life Advisory Services, Bankers Life Securities, and BankersLife. Outside of his financial career, Novick serves as the part-time Head Men's Basketball Coach at Plymouth State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a nationwide network of advisors and branch offices.

Donald Richard is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors, Inc. since 2015. In addition to his advisory role, he is the owner of Investment Concepts, where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joseph Poirier is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to his current role since 2007, he worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a trustee on his local homeowners association board and is a member of an LLC providing group health and insurance plans. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes client-specific planning and utilizes a range of third-party advisory programs and asset managers.

Austin Albert is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He previously worked at Patriot Financial Group from 2014 to 2018 and New England Securities from 2008 to 2012. Albert maintains an independent business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, using both proprietary and third-party strategies supported by research and technology tools.