Kali Laganiere

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.

Jon Wesley Davis is a CFA® charterholder with 15 years of industry experience. He has been with Cornerstone Wealth Planning since 2019 and has also worked with LPL Financial since 2015. He provides investment advisory services through Cornerstone Wealth Planning, an independent registered investment advisor firm. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning. The firm uses a team approach with CFP®- and CFA‑credentialed professionals to construct asset allocations and model portfolios, combining behavioral, fundamental, technical, charting, and cyclical analysis with a generally long-term orientation.

Melinda Davis is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cornerstone Wealth Planning since 2019. She has also been affiliated with LPL Financial since 2008. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning through a team approach that incorporates behavioral, fundamental, technical, charting, and cyclical analysis. The firm manages approximately $88 million across about 193 client relationships and sponsors its own open-architecture wrap fee program, Strategic Wealth Management.

Craig Dickson is a financial advisor at Gradient Securities, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Securities since 2012. His prior experience includes roles at Bill Reduction, LLC and MYNETKING, as well as ownership interests in Dickson Enterprises and Gonyea Enterprises. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals, business entities, and retirement plans. The firm combines SEC-registered advisory services with broker-dealer activities and frequently utilizes third-party managers in its client solutions.

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.