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Paul P
CFP®, Series 65
Ellsworth, ME
Gibson Financial Solutions, Inc.
Paul Pangburn is a CFP® with 17 years of industry experience and has been with Gibson Financial Solutions, Inc. since 2007. He holds a Series 65 license and operates out of Ellsworth, ME. Gibson Financial Solutions, Inc. is a fee-only advisory firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a core-satellite investment approach using no-load mutual funds, ETFs, and fixed-income securities, with discretionary management and a focus on integrating financial planning into portfolio oversight.
Robert P
Series 63, Series 65
Ellsworth, ME
Advisory Services Network
Robert Pendergist is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Shore Point Advisors, LPL Financial, PenKav Solutions, Park Avenue Securities, and Guardian Life Insurance. Outside of advisory work, he serves as Chairman of the Board for USA Surfing, focusing on regulatory standards and guidelines. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, using a variety of investment strategies and flexible engagement options.
Caden M
Series 65
Ellsworth, ME
Wealth Enhancement Advisory Services, LLC
Caden Mattson is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at various firms including VanceGray Wealth Management and First National Bank. His background also includes experience outside finance at Dan-A-Dew Farms and Maine Maritime Academy. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.
Sonya M
Series 63, Series 65
Ellsworth, ME
OSAIC Institutions, INC.
Sonya Mitchell is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. and Bar Harbor Banking & Trust Company since 2004. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer model.
Christopher S
Series 65
Ellsworth, ME
Foundations Investment Advisors LLC
Christopher Shelton is a financial advisor with Foundations Investment Advisors LLC in Ellsworth, ME, holding a Series 65 designation and 10 years of industry experience. He has been with Foundations since 2016 and also works as an independent insurance agent offering fixed annuities, fixed insurance, and long-term care insurance solutions. Additionally, Shelton is a managing partner of Union River Associates, a commercial real estate ownership and management company. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizes model portfolios with an asymmetric rebalancing approach, and offers services through a broad network of affiliated offices and investment adviser representatives.
Ryan B
CFP®, Series 65
Ellsworth, ME
Wealth Enhancement Advisory Services, LLC
Ryan Bartlett is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Prior to joining the firm, he worked for 13 years at VanceGray Wealth Management, Inc. Bartlett is a board member of the Husson University Alumni Association in Bangor, ME. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.
Kevin D
Series 63, Series 66
Dedham, ME
Key Investment Services LLC
Kevin Davidson is a financial advisor with Key Investment Services LLC in Dedham, ME, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at KeyBank and Key Investment Services LLC since 2017, as well as earlier experience at Lowe’s and the University of Maine. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans. The firm uses a multi-provider platform with discretionary and non-discretionary models, integrating services from KeyCorp affiliates and providing a range of wrap-fee programs and ancillary insurance products.
Dennis K
Series 66
Ellsworth, ME
OSAIC Institutions, INC.
Dennis Kinghorn is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and over 30 years of industry experience. His career includes roles at Infinex Investments, Inc., Bar Harbor Bank & Trust, LPL Financial, and Uvest Financial Services Group, Inc. Outside of financial advising, he is involved in small-scale commercial shellfish selling and blueberry harvesting in Ellsworth, Maine. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.
Vance G
CFP®, Series 63
Ellsworth, ME
Wealth Enhancement Advisory Services, LLC
Vance Gray is a CFP® with 23 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously operated his own firm, Vance Gray Wealth Management, Inc, for 19 years and worked at Graystone Insurance for 11 years. Outside of advisory work, he is involved with a real estate business owning an office building in Bangor, ME. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.
Andrew L
CFP®, Series 65
Ellsworth, ME
Wealth Enhancement Advisory Services, LLC
Andrew Laslie is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously worked at VanceGray Wealth Management, Inc. Outside of his advisory role, he serves as a court-appointed conservator and volunteers on the advisory committee for the Blue Hill YMCA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.
Amanda R
Series 66
Ellsworth, ME
OSAIC Institutions, INC.
Amanda Robbins is a financial advisor with OSAIC Institutions, INC. She holds a Series 66 designation and has 11 years of industry experience. Robbins has worked at Bar Harbor Bank & Trust/Financial Services since 2013. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.
Jennifer S
Series 66
Ellsworth, ME
Ameriprise
Jennifer Saunders is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She previously worked at Infinex Investments and Bar Harbor Bank & Trust. Outside of finance, she co-owns Saunders Marine Services, a boat construction business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, probabilistic modeling, and tax-efficient strategies to create tailored recommendation reports delivered in partnership with its financial advisors.
Ryan W
Series 66
Ellsworth, ME
LPL Financial
Ryan Willette is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Key Investment Services LLC. Outside of his advisory role, he has a fiduciary position with JAC Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and a broad set of financial products.
Jerry T
Series 66
Ellsworth, ME
Edward Jones
Jerry Troger is a Series 66 licensed financial advisor with Edward Jones, based in Ellsworth, ME, and has 16 years of industry experience. He has been with Edward Jones since 2009. Troger serves as a board member and chairs the investment committee of the Ellsworth High School Alumni Association, overseeing its endowment fund held at Acadia Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a network of over 23,000 advisors nationwide. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard.
Paul W
Series 63, Series 66
Mariaville, ME
Mass Mutual Investors Services
Paul Waters is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 designations and has 25 years of industry experience. His prior work includes 16 years at Metlife Securities, Inc., followed by his tenure at Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2017. He is also involved in life and health insurance sales through his business, Pilot House Wealth Management Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved technology and a collaborative planning process without investment discretion.
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