Leigh Daggett is a financial advisor with Ameriprise in Portland, ME, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Ameriprise and its related entities since 2005. Daggett serves on the Board of Directors for the Robbie Foundation as a volunteer. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research and modeling to provide tailored, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Marro is a financial advisor with LPL Financial based in Brunswick, ME. He holds the Series 66 designation and has experience working at Camden National Bank and as a self-employed professional. Prior to his advisory roles, he worked in the Brunswick School System. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Brian Bartlett is a Series 66-licensed financial advisor with Edward Jones in Yarmouth, ME, where he has worked since 2011. He has 15 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Travis Miller is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a trustee for a condo association in Boston where he is involved in the building’s management. 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 broad range of capital markets and research resources.

Barry Haffner is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1987 and previously worked at Painewebber Incorporated starting in 1986. Outside of his advisory role, he serves on the boards of several organizations including a real estate association, a music school, and a country club golf committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Deborah Galarneau is a CFP® professional with 31 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked for Cantella and Co., Inc. for over a decade. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Corey Woodhead is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera in Falmouth, ME. His prior experience includes roles at LPL Financial, Gorham Savings Bank, and INVEST Financial Corporation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with various program options and custodial relationships.

Sarah Blondin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior work includes roles at Gowell's Shop & Save, Maine Chiropractic Health Clinic, and Kindred HealthCare. She also engages in sales of investment-related and various home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, as well as corporate and charitable clients, primarily through a wrap-fee asset management program. The firm utilizes model-delivery strategies managed by third-party asset managers and offers a range of strategic and tactical portfolio options.

Ryan Morris is an investment advisor representative at Cambridge Investment Research Advisors with four years of industry experience. His prior work includes roles at Summit Utilities, Inc. and Clean Energy Fuels. He holds the Series 65 designation. Cambridge Investment Research Advisors serves a broad client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers direct portfolio management, model-based solutions, and access to both proprietary and third-party investment strategies across various custody and platform arrangements.

Sarah Church is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at SagePoint Financial, Open Systems Technologies Inc., and Merck KGaA. Outside of her advisory role, she also has part-time employment with Target. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Preston Galarneau is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 46 years of industry experience, including over a decade with Cantella & Co., Inc. In addition to his advisory work, he serves as treasurer of a nonprofit real estate corporation and operates an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management approaches and platform options.

Morgan Foster is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with various Fidelity entities since 2007 and previously spent a year at Wells Fargo Clearing. Outside of finance, Morgan operates a wedding and portrait photography business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Jay Tobias is a financial advisor with LPL Financial in Yarmouth, ME, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he serves as a high school football coach at Summit High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms.

Peter Lowell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Blackhawk Network Inc for six years and at CashStar for four years. He is based in Brunswick, ME. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Jennifer Barber is a Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has 16 years of industry experience, including a prior role at CIEE. She serves as a trustee for her condominium association in Boston. Merrill, along 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, and institutional investors.

Stacie Spielfogel is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 27 years of industry experience. She has been with Mass Mutual Investors Services since 1998 and Mass Mutual Life Insurance Company since 1996. In addition to her advisory role, Spielfogel operates an outside insurance business focused on fixed annuities, life, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements using firm-approved tools and delivers written recommendations tailored to client goals.

Gail Moulton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2020 and previously spent 17 years at the Office of Maine Attorney General. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets with a model-driven investment approach supported by third-party asset managers and custodial services.

Vincenzo Garganese is a financial advisor with MassMutual Investors Services in Falmouth, ME, holding a Series 66 credential and eight years of industry experience. He has been with MassMutual Investors Services and its affiliated entities since 2017. Outside of advising, he manages operations for VIS WEALTH Partners, LLC, a brand marketing and operations firm he founded. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative annual planning using firm-approved analytical tools.

Richard Clough serves as an Associate Resident Director and Wealth Management Advisor at Merrill. In this role, he partners with clients to develop personalized wealth management strategies that reflect their life priorities, goals, and aspirations. He integrates insights from Merrill’s investment expertise with banking and lending solutions from Bank of America to create flexible financial plans responsive to changing market conditions. With nearly a decade of experience, Richard specializes in working with education, healthcare, and non-profit professionals, helping them design customized financial strategies focused on retiring well and achieving a work-optional lifestyle. His areas of expertise include legacy planning, personal retirement planning, portfolio management, socially responsible and values-based investing, and retirement income. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Richard earned a Bachelor's Degree from Baker College and a Master's Degree from the College for Financial Planning. Committed to community involvement, he follows Merrill’s tradition of volunteering with organizations where he serves. Outside of work, he enjoys activities such as boating, camping, football, gymnastics, hunting, rock climbing, skiing, spending time with family, and traveling.

Shana Bennett is a financial advisor with XYPN Sapphire holding a Series 66 credential and two years of industry experience. Her prior work includes roles at HighTower Securities LLC and the University of Southern Maine, as well as service in the U.S. Navy. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management along with sponsored TAMP services.