Craig Dickson

Rick Doucette is the sole advisor at Doucette Financial in Sabattus, ME, holding a Series 65 credential. He has experience working at Paychex Inc. since 2018 and previously operated Mainely Candy LLC for five years. Doucette Financial provides investment advisory and financial planning services focused on retirement portfolios for individual clients. The firm manages accounts on a non-discretionary basis, using a variety of investment vehicles and analytical methods, and offers hourly financial planning as an alternative to asset-based billing.

Quinlan Leary is a financial advisor with Arkadios Wealth Advisors in Auburn, ME, holding a Series 66 designation and three years of industry experience. Prior to joining Arkadios in 2023, Leary worked at TD Bank and has also been involved with Hoop Basketball Camp. He serves as treasurer for the Edward Little Alumni Association, overseeing scholarship fund management. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed accounts, third-party money managers, and financial planning. The firm utilizes an integrated operating model supported by an internal portfolio team and offers discretionary account management with various analytical approaches and fiduciary services.

Cameron Graham is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Northern Alliance Financial, Integrity Advisory Solutions, and Burlington Alliance Capital Management. Outside of finance, he has experience managing a baseball and softball training facility. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm uses model allocations and third-party sub-advisers to manage portfolios and operates through a large network of affiliated offices and licensed representatives.

Jeremy Barnard is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and eight years of industry experience. He has been with Foundations Investment Advisors since 2017 and also operates as an independent insurance agent through his own firm. Foundations Investment Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm manages portfolios using model allocations and third-party sub-advisers, offering both discretionary and non-discretionary management through a large network of affiliated offices.

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.

Matthew King is a CFP® with 12 years of experience in financial advisory services. He is currently with Foundations Investment Advisors LLC and has previously worked at firms including Advisory Alpha, LLC, Gosline Retirement Planning, and Triad Advisors. He is also an insurance producer with Magellan Financial, providing life and annuity products to clients. Foundations Investment Advisors serves a diverse client base, including individual investors, trusts, estates, retirement plans, and businesses. The firm offers portfolio management, financial planning, and education workshops through a network of affiliated offices, utilizing model allocations, third-party sub-advisers, and an asymmetric rebalancing approach.