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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Rick D

Series 65

Sabattus, ME

Doucette Financial

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.

General retirement planning Retirement income strategy Social Security optimization Cash flow / budgeting Tax-loss harvesting
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Craig D

Series 63, Series 65

Lewiston, ME

Gradient Securities, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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Quinlan L

Series 66

Auburn, ME

Arkadios Wealth Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Executive
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Cameron G

Series 65

Auburn, ME

Foundations Investment Advisors LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lenajo H

Series 63, Series 65

Auburn, ME

Arkadios Wealth Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Founder/Business Owner Executive
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Matthew K

CFP®, Series 63, Series 66

Auburn, ME

Foundations Investment Advisors LLC

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael T

Series 66

Monmouth, ME

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Melissa G

Series 66

Auburn, ME

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ronald T

Series 63, Series 66

Turner, ME

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kali L

Series 66

Auburn, ME

Raymond James Financial

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.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Matthew S

Series 63, Series 65

Auburn, ME

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John H

Series 65

Lewiston, ME

LPL Financial

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Colby D

Series 66

Lewiston, ME

Raymond James Financial

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.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Leslie S

Series 63, Series 65

Auburn, ME

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Benjamin H

Series 66

Auburn, ME

Edward Jones

Benjamin Holmes is a financial advisor at Edward Jones in Auburn, ME, holding a Series 66 designation. He began his advisory career with Edward Jones in 2025 and has prior experience in various roles including positions at Preferred Therapy Solutions and North Country Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Linda M

Series 63, Series 65

Lewiston, ME

LPL Financial

Linda Mckenney is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with LPL Financial since 2012 and previously worked at The Patriot Financial Group, LLC from 2016 to 2018. LPL Financial provides advisory and brokerage services to a wide range of clients including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops diversified and alternative investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Bjorn H

Series 63, Series 65

Auburn, ME

LPL Enterprise

Bjorn Hjelmeland is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bankers Life Securities Inc, and Bankers Life & Casualty. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a broad range of securities and insurance products through its affiliated broker-dealer and insurance agency.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Carlo Z

Series 63, Series 66

Lewiston, ME

Merrill

Carlo Zanoni is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a qualified Portfolio Manager. Carlo has over 20 years of experience in financial services, specializing in family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Carlo utilizes a goals-based wealth management process, global resources, and current web technology to help clients pursue their financial lifestyles. He offers personalized wealth management strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He also serves clients through the firm's Investment Advisory Program, managing strategies on a discretionary basis. He earned a Bachelor of Science degree in Economics from the University of Southern Maine. Carlo is involved in his community through participation in organizations such as the Lewiston/Auburn Chamber of Commerce, Appalachian Mountain Club, and Preble Street Resource Center. He enjoys outdoor activities including baseball, basketball, camping, football, hiking, and music, and values spending time with his family.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Multi-generational wealth transfer Executive Founder/Business Owner Approaching retirement Parents Intergenerational Families
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Connor J

Series 66

Auburn, ME

LPL Enterprise

Connor Jackson is a financial advisor with LPL Enterprise and holds a Series 66 designation. He began his advisory career at LPL Enterprise in 2025. Prior to entering the financial industry, he held various positions outside of finance, including roles at Northwoods Stainless and Circle K. LPL Enterprise provides advisory services through a broad network of investment adviser representatives, serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Richard G

Series 63, Series 65, Series 66

Lewiston, ME

LPL Financial

Richard Garcia is a financial advisor with LPL Financial in Lewiston, ME, holding Series 63, 65, and 66 licenses and 13 years of industry experience. He previously worked at The Patriot Financial Group and Backriver Financial Group. In addition to his advisory role, he is involved with Back River Tax Accounting, providing tax preparation and accounting services as a licensed CPA affiliate. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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