Top ESG / Sustainable investing financial advisors in Waterville, ME

Luke Rodrigue is a financial advisor with Edward Jones in Waterville, ME, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Merrill is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior work includes roles at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., Voya Financial Advisors, and Securities America. Merrill also works as an independent insurance agent specializing in fixed insurance products. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets, employing a mix of fundamental, technical, and cyclical analysis across diverse investment strategies with regular portfolio reviews and due diligence on third-party managers.

Zachary Burd is a financial advisor with Ameriprise in Carrabassett Valley, ME, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. In addition to his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and offering a broad range of advisory, brokerage, and insurance solutions.

Christopher Markos is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. He has served as an advisory representative at Choice Wealth Advisors LLC and held roles at several Cetera entities since 2011. Markos is active in his community as the treasurer of the Rotary Club of Gardiner, Maine. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporations, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

Michael Clark is a financial advisor with LPL Financial based in Waterville, ME, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Camden National Bank, Cetera, Fidelity, CUNA Brokerage Services, and Ameriprise. Clark operates Camden Financial Consultants as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.