Craig Dickson is a financial advisor with Gradient Securities, LLC, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked at Gradient Securities since 2012 and has been involved with several other financial and real estate ventures, including ownership roles in Investment Executives, Inc., Gonyea Enterprises, and Dickson Enterprises. Additionally, he is a licensed real estate agent with Better Homes & Gardens - The Masiello Group. Gradient Securities, LLC operates as a multi-team firm providing financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary model and integrates fundamental, technical, and cyclical analysis with third-party manager relationships.

Quinlan Leary is a financial advisor at Arkadios Wealth Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at TD Bank N.A. from 2021 to 2023. Leary serves as treasurer for the Edward Little Alumni Association, managing scholarship donations and ensuring timely disbursement of funds. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and incorporates fundamental, technical, and cyclical investment analysis.

Cameron Graham is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Northern Alliance Financial and Integrity Advisory Solutions. Outside of finance, he was involved in operating a baseball and softball training facility for three years. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Jeremy Barnard is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors since 2017. In addition to his advisory role, he operates as an independent insurance agent through his own firm, Jeremy P Barnard, LLC. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients, including individuals, high-net-worth clients, trusts, estates, and registered investment companies. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a large network of investment adviser representatives using tailored asset allocations and a diverse range of investment products.

Lenajo Hartley is a financial advisor at Arkadios Wealth Advisors with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. In addition to her advisory role, she is president of Downeast Private Wealth, where she is involved in both financial planning and insurance sales. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering a combination of advisor-managed accounts, wrap programs, third-party money managers, and 401(k) advisory. The firm supports discretionary account management with in-house portfolio teams and employs a variety of analytical approaches across asset classes.

Matthew King is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at firms including Northern Alliance Financial, Gosline Retirement Planning, and Triad Advisors. In addition to his advisory roles, he provides life and annuity insurance products through Magellan Financial. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Kathleen Benbrook Reilley is a financial advisor with Empower Advisory Group holding a Series 66 designation and 31 years of industry experience. She has worked at Commonwealth Equity Services, Inc., Daybreak Financial Partners, and Monahan Associates, among others. She also serves as president of the Atwood Road Association, overseeing bylaws, meetings, and budget matters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services linked to Empower’s recordkeeping and administrative platforms.

Jeffrey Haller is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a concurrent role at NL Financial Alliance where he is an agent selling life, disability, annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Michael Trenholm is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 33 years of industry experience. He has been affiliated with Central Maine Financial Services and Commonwealth Financial Network since 1997 and has been operating under his own name since 1987. Outside of advising, he is a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, and compliance, while allowing them discretion in portfolio construction.

Melissa Groves is a financial advisor with Edward Jones in Auburn, ME, holding a Series 66 designation and having nine years of industry experience. Prior to her current role, she worked at Pine Tree Orthopedic and Rite Aid. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

Ronald Trahan is a financial advisor with Edward Jones, holding Series 66 and Series 63 designations and five years of industry experience. He previously worked at LPL Financial and the Gosline-Murchie Agency. Outside of his advisory role, Trahan serves as a high school basketball official in Brunswick, Maine. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including tax-efficient services and access to affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Kali Laganiere is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Androscoggin Financial Services since 2022. Prior to her advisory roles, she was employed at Androscoggin Bank and the University of Southern Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Matthew Simard is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Commonwealth Financial Network and Northeast Retirement Solutions. In addition to his advisory role, he co-owns Rise Tax Strategies, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement.

Steven English is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked with Raymond James since 2017 and is also employed as Associate and Director of Financial Services at Androscoggin Bank. Additionally, he is involved with Androscoggin Financial Services, a support company operating as a DBA for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized services including municipal advisory work and SIMPLE IRA Employer Advisory programs.

John Hallee is a financial advisor with LPL Financial based in Lewiston, ME. He holds a Series 65 designation and has 4 years of industry experience. He has been with LPL Financial since 2021 and has also been involved with Back River Financial Services, Inc. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies alongside research from LPL Research and third-party subadvisors.

Colby Dionne is a Series 66-licensed financial advisor with Raymond James Financial, based in Lewiston, ME, and has two years of industry experience. His prior work includes roles at Commonwealth Financial Network and Equitable Advisors. Outside of finance, he has been involved with Compass Investment Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm combines tailored non-discretionary planning with analytical tools and supports various advisory programs, including municipal and public-finance consulting.

Kelsie West is a financial advisor with Edward Jones in Topsham, ME, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Leslie Stevens is a financial advisor at Cetera with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Investors Capital Corporation and Atlantic Investment Advisors. Stevens serves as a board member for a nonprofit supporting mentally and physically challenged individuals. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by multiple program structures and third-party managers.

Benjamin Holmes is a financial advisor at Edward Jones in Auburn, ME, holding a Series 66 designation. He began his advisory career with Edward Jones in 2025 and has prior experience in various roles including positions at Preferred Therapy Solutions and North Country Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.