Thomas Carr is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He is based in Brunswick, ME. Outside of his advisory role, he is the owner of Carr Real Estate Investments LLC. Edward Jones is a wealth management firm that serves over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm supports its clients through a nationwide network of advisors and branch offices and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Jennifer Arsenault is a financial advisor with Edward Jones in Portland, ME, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2017 and previously spent eleven years at Seafax, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Dean is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and American Income Life. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, combining internal CIO teams and third-party style managers with custodial support.

Kellen Mac Donald is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and 11 years of industry experience. He has worked at several firms including First Republic Investment Management, Merrill, and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Suzanne Bourgault is a ChFC® credentialed financial advisor with Ameriprise in Portland, ME, and has 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in youth field hockey as a coach and camp director and occasionally serves as a high school field hockey official. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Sean Steady is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor and master roaster of Steady Beans, a coffee business. UBS Financial Services supports individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

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.

Paul Suyama is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 designations and has 39 years of industry experience. He has served in roles at StoneX Securities Inc., WR Rice Financial Services, and Capital Wealth Planning Services, where he currently acts as President and Investment Adviser Representative. Suyama provides financial planning services through his own firm, Capital Wealth Planning Services, alongside his work at Mass Mutual. MML 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 offers ongoing financial planning, asset management, and educational seminars, using collaborative planning engagements supported by firm-approved software tools.

David Desaulniers is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as an assistant coach at the Upper Valley Rowing Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm operates across multiple capacities, including brokerage, futures commission merchant services, and principal trading.

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.

Kevin Cooper is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 34 years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. He is also associated with Gessner Engineering LLC in a non-investment operational capacity. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Douglas Smith is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial. His prior experience includes nine years at Edward Jones and thirteen years at LPL Financial LLC, formerly known as LINSCO/PRIVATE LEDGER CORP. Outside of his advisory role, he is involved in a non-investment related business named Handy Boat in Falmouth, ME. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a broad network of representatives. The firm serves individuals, retirement plans, banks, and institutions with a variety of financial planning and portfolio management options, utilizing multiple investment strategies and technology tools.

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.

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.