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.

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.

Hyla Fahsholtz is a financial advisor at Key Investment Services LLC with five years of industry experience. Hyla holds Series 65 and Series 63 licenses and previously worked at TD Bank N.A. and TD Private Client Wealth LLC from 2014 to 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies, ongoing monitoring, and access to third-party discretionary managers, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Heather Verrill is a financial advisor at Principal Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Cornerstone Wealth Planning, LPL Financial, Androscoggin Bank, and Key Bank. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements that include discretionary investment implementation and ongoing client reviews.

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.

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 a Series 66 designation and has been associated with Raymond James Financial Services Advisors, Inc. and Androscoggin Financial Services since 2022. Laganiere also has a background that includes work at the University of Southern Maine and Androscoggin Bank. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and public entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable involvement in municipal and public finance through affiliated networks.

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.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various branches of Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund‑of‑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.

Bjorn Hjelmeland is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Bankers Life & Casualty and The Prudential Insurance Company of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting services, and access to various investment programs through an integrated platform combining advisory and brokerage channels.

Connor Jackson is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at Northwoods Stainless, Circle K, Walmart, and within educational institutions. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services with access to model portfolios, third-party asset management, and a range of financial products through its integrated platform.

Stephen Carew is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Carew is a partner and shareholder in BGA Advisors, Inc. and Varney Retirement Services LLC, which focus on the sale and servicing of employer-sponsored retirement plans and individual investments. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Tierno is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Measured Wealth Private Client Group, Sugar River Bank/LPL Financial, and FlowBelow. Outside of his advisory role, he is president and 50% owner of TGAAP INC, a corporation formed to hold an aircraft jointly with a business partner. 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 under management through a nationwide network of financial advisors and offers a variety of advisory and investment solutions under a fiduciary standard.

Andrea Karkos is a Series 66-credentialed financial advisor with Raymond James Financial, based in Lewiston, ME, and has 11 years of industry experience. She has worked with Androscoggin Financial Services and Androscoggin Bank since 2016. Her activities include a role as an employee at Androscoggin Bank alongside her advisory responsibilities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains affiliations supporting municipal and public finance activities.

Randy Martin is a financial advisor with Primerica Advisors in Leeds, ME, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Charlotte Kelly is a financial advisor with LPL Enterprise LLC, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at KeyBank and Key Investment Services LLC for 13 years before joining Crescent Industries Inc. and LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Mariah Simard is a financial advisor with Ameriprise in Auburn, ME, holding a Series 66 designation and nine years of industry experience. She previously worked at Rise Private Wealth Management, Commonwealth Financial Network, Northeast Retirement Solutions, and Mechanics Savings Bank. Outside of advising, Simard serves as a notary public. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Ameriprise Premier Retirement Income service.

Mark Anthoine is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He serves on the boards of nonprofit health systems and manages several financial and employee benefits firms, including positions as managing partner and CEO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Jessica Cornwall is a financial advisor at Ameriprise with five years of industry experience. She holds the Series 66 designation and has worked at various Ameriprise entities since 2007, including her current role at Rise Private Wealth Management since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Justin Conant is a financial advisor at Edward Jones in Auburn, ME, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as president of the Hoyt Drive Association in Monmouth, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tara Davis is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has worked at firms including Rise Private Wealth Management, Commonwealth Financial Network, and Northeast Retirement Solutions. Outside of her advisory work, she serves on the boards of Oxford Hills Music, Arts and Drama Boosters and Pink Feather Foundation and is actively involved in community organizations such as the Oxford Elementary PTO, Girl Scouts of Maine, and Scouts BSA Troop 130. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data within a managed account framework that includes affiliated product options and certain enrollment criteria.

Scott Gagne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2016 and has prior experience with Fidelity National Information Services dating back to 1996. In addition to his advisory role, he is involved in the sale of investment-related products and home-related services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional portfolio management.

James Jackson IV is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC for over three decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

David Smirles is a financial advisor with Raymond James Financial in Lewiston, ME, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Raymond James Financial Services Advisors since 2018 and has experience with Investment Financial Corporation and Androscoggin Bank. He serves as Treasurer and a board member of Community Concepts Inc., a nonprofit organization. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory solutions, including specialized programs for small businesses and municipal clients.

Brian Morin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at Ameritas Investment Corp. and Fairpoint Communications, where he spent 20 years as an outside plant technician. In addition to his advisory role, Morin has experience as a life insurance producer and safety coach. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.