Top financial advisors working with high-net-worth individuals in Auburn, ME

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.

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.

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.

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.

Sarah Church is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has previously worked at SagePoint Financial, Inc., Open Systems Technologies Inc., and Merck KGaA, among other firms. Outside of her advisory role, she is employed part-time at Target in South Portland, Maine. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven model portfolios and various technology-driven investment solutions.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.