Troy Knowlan is a financial advisor with Compass Capital Corporation in Winthrop, ME, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Compass Securities Corp. since 2000 and also serves as the controller of O'Connor GMC, Inc., managing accounting and finance for the auto dealership. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a software-driven investment approach focused on asset allocation and portfolio optimization, utilizing ETFs, mutual funds, equities, fixed income, and cash equivalents.

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.

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.

Hyla Fahsholtz is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Key Investment Services in 2023, Fahsholtz worked at TD Bank N.A. and TD Private Client Wealth LLC from 2014 to 2023. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary implementation and oversight from KeyCorp affiliates, serving a broad client base primarily on a non-discretionary basis.

Heather Verrill is a financial advisor with Principal Financial Services in Buckfield, Maine, holding Series 63 and Series 66 licenses. She has eight years of industry experience, including roles at Principal Life Insurance, Cornerstone Wealth Planning, LPL Financial, Androscoggin Bank, TD Bank, and Key Bank. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Cameron Graham is a financial advisor with Foundations Investment Advisors LLC in Auburn, ME, holding a Series 65 credential and three years of industry experience. Prior to his current role, he worked at Northern Alliance Financial, Integrity Advisory Solutions, and Burlington Alliance Capital Management. From 2020 to 2023, he was involved in a baseball and softball training facility. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, along with model portfolios and an asymmetric rebalancing strategy, supported by a large network of affiliated offices and third-party sub-advisers.

Jacob Connolly is a CFP® with four years of industry experience. He is currently with Foundations Investment Advisors LLC and Northern Alliance Financial, having previously worked at Kennebec Savings Bank, Edward Jones, and TD Bank. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies through a broad network of affiliated offices. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Matthew King is a CFP® with 13 years of industry experience, currently affiliated with Foundations Investment Advisors LLC. His prior roles include positions at Northern Alliance Financial, Gosline Retirement Planning, Triad Advisors, and Foresters Financial Services. In addition to his advisory work, he is active as an insurance producer providing life and annuity products through Magellan Financial. Foundations Investment Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach.

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.

Ronald Trahan is a financial advisor with Edward Jones in Turner, ME, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2023, he worked for the Gosline-Murchie Agency for 11 years. Outside of his advisory role, he serves as a high school basketball official in Brunswick, ME. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Scott Blanche is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Jenkintown, Pennsylvania. With over 35 years of experience in wealth management, Scott leads a team of advisors serving a select group of referred clients and their families. His approach focuses on customized, goals-based strategies addressing risk tolerance, time horizon, liquidity needs, and overall client objectives. Scott's client base includes both corporate entities and multigenerational family households. He holds professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott graduated from Rutgers University in 1991. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management, investment consulting for defined contribution plans, personal retirement planning, tax minimization, and retirement income strategies. Scott dedicates quality time to clients to build trusted relationships that support tailored financial planning. Outside of his professional work, he enjoys spending time with his family at their lake home in Maine. He is also involved in community organizations including the Cobbosseecontee Lake Association and Friends of Cobbosseecontee Watershed.

Leslie Stevens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2016 and with Atlantic Investment Advisors since 2001. Stevens serves as a board member for the nonprofit Looking Ahead Clubhouse, which supports mentally and physically challenged individuals. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment programs.

Benjamin Holmes is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Preferred Therapy Solutions, North Country Associates, Rehab Care, Uhaul Moving and Storage, and Husson University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 with approximately $1.01 trillion in assets under management.

Trevor Gay is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, his work history includes roles at USCIS, College Possible, and the University of Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Carlo Zanoni is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a qualified Portfolio Manager. Carlo has over 20 years of experience in financial services, specializing in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Carlo utilizes a goals-based wealth management process, global resources, and current web technology to help clients pursue their financial lifestyles. He offers personalized wealth management strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He also serves clients through the firm's Investment Advisory Program, managing strategies on a discretionary basis. He earned a Bachelor of Science degree in Economics from the University of Southern Maine. Carlo is involved in his community through participation in organizations such as the Lewiston/Auburn Chamber of Commerce, Appalachian Mountain Club, and Preble Street Resource Center. He enjoys outdoor activities including baseball, basketball, camping, football, hiking, and music, and values spending time with his family.

Connor Jackson is a Series 66 licensed financial advisor with LPL Enterprise, based in Auburn, ME, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, his background includes roles in various sectors such as manufacturing and retail. LPL Enterprise, LLC serves a wide range of clients including individuals, high-net-worth investors, and corporate entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions. The firm also provides brokerage and insurance services through affiliated entities.

Stephen Carew is a financial advisor with LPL Financial in Auburn, ME, holding Series 63 and Series 65 qualifications and bringing 31 years of industry experience. His career includes positions at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities Inc., and New England Securities. He is a partner in BGA Advisors, Inc., which owns a stake in Varney Retirement Services LLC, where he is also a partner involved in the sales and servicing of employer-sponsored retirement plans and individual investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing a broad array of investment strategies and operational tools.

Vance Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management. He holds the Accredited Asset Management Specialist (AAMS) certification and the Personal Investment Advisor (PIA) designation. Since joining Merrill Lynch in 2006, he has been designated as a Portfolio Manager, managing personalized or defined investment strategies to help clients pursue their financial goals. With over 24 years of experience, Vance focuses on understanding each client's unique financial situation to develop tailored strategies. He emphasizes client education and works diligently to help clients set achievable goals, understand their financial choices and portfolios, and implement plans that align with their long-term objectives. Vance serves a diverse clientele, including individuals, families, small businesses, and non-profit organizations. Vance earned an Associate's Degree from New Hampshire Technical Institute. Outside of his professional duties, he enjoys spending time at the family camp with his wife and two daughters, driving motorized vehicles such as ATVs and construction equipment, and playing guitar in a band with friends for the past ten years.

Andrea Karkos is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has worked with Androscoggin Financial Services since 2018, as well as Raymond James Financial Services Advisors, Inc. since 2017. She is also employed at Androscoggin Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, along with specialized services in municipal and public finance.

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 at LPL Enterprise with Series 65 and Series 66 credentials and 22 years of industry experience. Her prior work includes roles at Keybank and Key Investment Services LLC, where she spent 13 years, as well as experience at Morgan Stanley DW Inc. She also has involvement with Crescent Industries INC. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation primarily based on portfolios developed by LPL’s Research Department and third-party strategists, offering financial planning, access to external asset managers, and affiliated trust and insurance services.

Mark Anthoine is a ChFC® credentialed financial advisor with 36 years of industry experience, currently serving at LPL Financial since 2026. He has held prior roles at firms including OSAIC, Sagepoint Financial, and Mass Mutual Investors Services. Anthoine serves on the boards of Covenant Health and St. Mary’s Regional Health System and manages several business ventures focused on employee benefits and retirement services. 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 and planning services through a large network of advisors using both model and customized 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.

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.

Daniel Hansen is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His work history includes multiple roles at Fidelity Investments and prior experience at Merrimack College and Speedway LLC. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for managing multi-manager and fund-of-funds structures and utilizing systematic methodologies and AI-driven research in its investment approach.

James Jackson IV is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Patrick Brennan is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Woodbury Financial Services, Inc. for 17 years. Brennan is also an insurance agent involved in life and health insurance sales through Brennan Partners Inc. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, including high-net-worth investors and charitable organizations, offering integrated brokerage and advisory services alongside access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a variety of investment types while supporting both discretionary and non-discretionary account management.

David Smirles is a financial advisor with Raymond James Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2018 and has also been associated with Androscoggin Bank since 2016. Smirles serves as Treasurer and a board member for the nonprofit Community Concepts Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by advanced analytical tools and a broad network of advisors.

Rachael Siegfriedt is a financial advisor with Edward Jones in Monmouth, ME, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Edward Jones in 2020, she worked at the New York City Department of Investigation and Hilco Global. Outside of her advisory role, she is involved in residential property management in Biddeford, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

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.

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.