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 financial advisor with Edward Jones in Yarmouth, ME, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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 and holds Series 65 and Series 63 licenses. She has 11 years of industry experience and has worked with PFS Investments Inc. since 2015 and Primerica Financial Services since 2013. Blondin’s prior work includes roles in healthcare and retail sectors. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Ryan Morris is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors and has four years of industry experience. His prior work includes nine years with Summit Utilities, Inc. and a current role at Clean Energy Fuels focused on renewable projects. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and a mix of proprietary and third-party strategies, supporting both discretionary and non-discretionary approaches tailored to client objectives.

Gregory Blackburn is a financial advisor at Cetera with the PFS™ designation and 11 years of experience through his ownership of Blackburn Tax Advisory LLC. He has also worked at Blackburn Financial and joined Cetera in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

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.

Beau Gaudreau is a financial advisor with Raymond James Financial in Portland, ME, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for 18 years before joining Raymond James in 2023. Outside of his advisory role, he owns and manages residential rental properties in Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Jennifer Beecher is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney for 14 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices across the United States.

Morgan Foster is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliates since 2015. Outside of advising, he runs a wedding and portrait photography business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Xiomara Barcia is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked with Bank of America and BBVA Peru and is involved in a plumbing and heating services business, JT Heating Service LLC, in Gorham, Maine. 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, pension plans, corporations, and charitable organizations.

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 firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. Outside of his advisory role, he serves as a high school football coach at Summit High School in Bend, OR. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad range of non-advisory financial services.

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.