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.

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.

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.

Kathleen Benbrook Reilley is a financial advisor at Empower Advisory Group with 30 years of industry experience. She holds a Series 66 designation and has worked at firms including Commonwealth Equity Services, Inc., Daybreak Financial Partners, and Monahan Associates. Outside of her advisory role, she serves as president of the Atwood Road Association, overseeing bylaws, meetings, budgets, and maintenance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated platforms with a focus on long-term portfolio returns and client savings rates.

Jeffrey Haller is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 designations. He has 19 years of industry experience, including over 20 years at Equity Services, Inc. and more than 21 years with NL Financial Alliance, where he also works as an insurance sales agent. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and employs a range of proprietary and third-party investment platforms to deliver customized asset allocation models.

Michael Trenholm is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 33 years of industry experience. He has been affiliated with Central Maine Financial Services and Commonwealth Financial Network since 1997 and has been operating under his own name since 1987. Outside of advising, he is a notary public. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, supporting affiliated advisors with operations, technology, investment management, and compliance, while allowing them discretion in portfolio construction.

Melissa Groves is a financial advisor with Edward Jones in Auburn, ME, holding a Series 66 designation and having nine years of industry experience. Prior to her current role, she worked at Pine Tree Orthopedic and Rite Aid. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Zachary Perigo is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with individuals and families to develop customized financial plans that assess both present and future needs. His approach involves analyzing and addressing multiple goals based on clients' preferences and unique priorities to help them grow, preserve, and distribute their wealth efficiently. Zachary began his financial services career as a Financial Representative at Northwestern Mutual from 2015 to 2016. He joined Fidelity Investments in 2017, where he has held various positions including Premium Relationship Associate, Investment Solutions Representative, Investment Consultant, and Financial Consultant before advancing to his current role. He holds an insurance license in Arkansas. Outside of his professional work, Zachary enjoys activities such as fitness, football, hiking, lake outings, snowboarding, and traveling.

Ronald Trahan is a financial advisor at Edward Jones with five years of industry experience. He previously worked at LPL Financial and the Gosline-Murchie Agency. Outside of his advisory role, he serves as a high school basketball official in Brunswick, Maine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated capabilities. The firm operates a large nationwide network of advisors and branch offices and manages approximately $1.01 trillion in assets under management.

Kali Laganiere is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc., Androscoggin Financial Services, and Raymond James Financial Services, Inc. since 2022. Prior to her advisory roles, she held positions at Androscoggin Bank, TD Bank, and educational institutions including the University of Southern Maine and Central Maine Community College. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.

Matthew Simard is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Commonwealth Financial Network and Northeast Retirement Solutions before joining Ameriprise in 2019. Outside of his advisory role, he co-owns Rise Tax Strategies, LLC, a tax preparation business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven English is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 29 years of industry experience. He has worked with Raymond James since 2017 and is also associated with Androscoggin Bank as Director of Financial Services and Program Manager. English is based in Lewiston, Maine, and has experience with Androscoggin Financial Services as well. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting supported by outside managers.

John Hallee is a financial advisor with LPL Financial in Lewiston, ME, holding a Series 65 credential and four years of industry experience. He has been with LPL Financial since 2021 and is also associated with Back River Financial Services, Inc. since 2010. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Colby Dionne is a financial advisor with Raymond James Financial in Lewiston, ME, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Dionne worked at Commonwealth Financial Network and has held various roles outside the financial sector, including positions in hospitality and community services. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Kelsie West is a financial advisor with Edward Jones in Topsham, ME, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and proprietary money market funds.

Leslie Stevens is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016, with prior experience at Investors Capital Corporation and Atlantic Investment Advisors. Stevens serves as an agent for fixed insurance products and is a board member of the nonprofit Looking Ahead Clubhouse, which supports mentally and physically challenged individuals. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options with specialized retirement and trust services.