Clark Welch

Jessica Putnam is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones for seven years before joining Ameriprise Financial Services LLC, where she is currently based in Naples, ME. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.

Marjorie Amico is a financial advisor at Cetera with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at LPL Financial, Waddell & Reed, and various insurance carriers. Outside of her advisory role, she is a co-owner of Queen House, LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Michael Lee is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NEXT Financial Group for 11 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a wide range of delivery options and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffrey Amell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2018, he worked in mortgage services and at AXA Advisors. Additionally, he serves as a fixed product agent for Financial Benefit Services Corporation. Raymond James Financial Services Advisors, Inc. serves a diverse range of clients including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

Christopher Coburn is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at Ameriprise since 2017 and previously spent nine years with UBS Financial Services Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.