Sage Duguay is a financial advisor at Wealthy With Intention with a Series 65 credential and no prior industry experience. He has worked as a consultant analyst for ResourceWise, providing data analysis and strategic consulting in the pulp and paper industry, and owns a separate business offering general financial education seminars. Wealthy With Intention provides fee-only financial planning services to individuals and high-net-worth clients through project-based and ongoing engagements. The firm does not manage investments or take custody of assets but offers investment recommendations tailored to clients’ risk tolerance and time horizon, using a mix of passive and active strategies.

Abigail Genovese is a financial advisor at Tonge Investments in Belgrade, ME, holding a Series 65 designation with over a decade of professional experience. Her background includes ten years with the Central Intelligence Agency and a year at Fidelity Investments. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that incorporate technical analysis, derivatives, and leveraged ETFs to guide asset allocation and enhance income-oriented accounts.

Richard Tonge is the sole advisor at Tonge Investments in Belgrade, ME, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has operated Tonge Investment Services since 1997. He also maintains an insurance license to sell and manage annuities. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that include equities, mutual funds, ETFs, options, and bonds. The firm primarily employs technical analysis, such as point-and-figure charting and relative strength, to guide asset allocation and utilizes derivatives and leveraged ETFs selectively within client objectives.

Ronald Merrill is a financial advisor at Prosperity Wealth Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, Inc., Voya Financial Advisors, Securities America Advisors, Inc., and Wall Street Financial Group. Merrill is also an independent insurance agent specializing in fixed insurance products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million for about 1,600 clients and employs a multi-method investment approach that includes fundamental, technical, charting, and cyclical analysis, with ongoing oversight of recommended third-party managers.

Anima Nikonthet is a CFP® professional with one year of experience at Encompass More Asset Management LLC. She has a background that includes roles at PricewaterhouseCooper LLC and operates Anima CPA, where she provides tax services as a director. Additionally, she owns and manages several restaurants, including Asian Cafe, Asian Noodle Bowl, and Splash of Thai, overseeing daily operations, marketing, human resources, and financial management. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Stephanie Fecteau is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing six years of industry experience. She previously worked at MainePERS for 26 years and has been an agent with Agia since 2022. Outside of her advisory role, she serves as treasurer for the Central Maine Babe Ruth League and is an independent beauty consultant for Mary Kay, Inc. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models to construct client portfolios and operates at scale with over 1,200 advisors.

Ethan Masterman is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with United Planners since 2008 and operates the Masterman Agency. Outside of advisory services, he is involved in non-variable insurance sales. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party managers, offering both fee-based and commission-based financial solutions through a network of 477 independent advisors.

Christopher Beaulieu is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has previously worked at Mathews Brothers and Allen Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and back-office provider to affiliated advisors.

David Masterman is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including 18 years with United Planners. Outside of his advisory work, he is involved with Masterman Farm, an inherited family farm, and owns a marketing agency. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform offering various custodial and money manager options, with a focus on largely non-discretionary asset management and a combination of fee-based and commission-based services.

Cliff Hannon is a financial advisor with Commonwealth Financial Network in Waterville, ME, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been affiliated with Commonwealth and Four Seasons Wealth Strategies since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a broad range of advisory programs and support services, including discretionary model portfolios managed by its Investment Management and Research team, and operates as a back-office and platform provider to affiliated advisors.

Christian Bishop is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Commonwealth since 2002 and has been with Casco Bay Wealth Advisors since 2013. Outside of his advisory work, Bishop is an author of the book "Hidden Cash Uncovered," provides tax preparation and consulting services, and serves as a ballot clerk for the Town of Belgrade. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Stephen Meidahl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is involved in clergy activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, compliance, and practice-management support while offering discretionary model portfolios and customizable program structures.

Christopher Steiner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at LPL Financial and Edward Jones. He is involved in other business activities including ownership of Steiner Financial and serving as an Investment Advisor Representative at Prime Financial, Inc. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

William Paradis is a financial advisor with Cambridge Investment Research Advisors in Waterville, ME, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at Raymond James Financial, Modern Woodmen of America, and Four Seasons Financial. He serves as treasurer for the Mid-Maine Homeless Shelter and contributes as a book reviewer for Faith Church. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Cheryl Flewelling is a financial advisor with Raymond James Financial Services Advisors, Inc. in Waterville, ME, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Raymond James in 2018, she worked at LPL Financial and Kennebec Savings. Outside of her advisory role, she owns a maple syrup and honey production business and serves as treasurer and finance committee member for the nonprofit United Way of Kennebec Valley. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

Luke Rodrigue is a financial advisor with Edward Jones in Waterville, ME, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Bernatchez is a CFP® with 37 years of experience in the financial industry, currently affiliated with LPL Financial since 1996. He is based in Waterville, ME, and serves clients through his long tenure at the firm. Outside of his advisory role, Bernatchez coaches 8th grade girls' soccer at Messalonskee Middle School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Seth Carlson is a financial advisor with Edward Jones in Waterville, ME, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns an apartment rental property business in Washington, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and manages about $1.01 trillion in assets.

Nolen Howe is a financial advisor at Edward Jones in Sidney, ME, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Spire Investment Partners, Legacy Wealth Management Inc, JPMorgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, and earlier tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lindsey Cameron is a financial advisor with LPL Financial in Oakland, Maine, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2018, Lindsey worked at Progressive Casualty Insurance Co. and Total Quality Logistics. Lindsey is also involved with LC Consulting LLC, a business entity used for tax and investment purposes. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Joseph Jabar Jr. is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and Fischer Financial Services, where he also operates a non-investment related DBA support company. 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 focuses on non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

Thomas Shupe Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Franklin Templeton Distributors Inc. and AXA Advisors, LLC. Outside of his advisory work, he is involved with ALZ Enterprises LLC, a home-based business entity. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, and institutions. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Robert Smith is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2017, following a one-year tenure at BTG. Based in Oakland, ME, he works within a large institutional firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Burd is a financial advisor with Ameriprise in Carrabassett Valley, ME, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. In addition to his advisory role, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and offering a broad range of advisory, brokerage, and insurance solutions.

Glenn Whalen is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 66 designation and has worked with firms including Choice Wealth Advisors LLC and Investors Capital Corporation. Whalen is also involved in financial planning and asset management through his role at Choice Wealth Advisors LLC. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients via a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts with model portfolios and third-party managed solutions, supported by a unique combination of retirement and fiduciary services within its institutional framework.

Carla Tyce is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Her prior work includes roles at Thomas College, Southern New Hampshire University, Dressbarn, and Saint Dominic Academy. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations delivered through a centralized consulting team.

Christopher Cote is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services, fund advisory, and model portfolios to intermediary platforms.

Christopher Markos is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Choice Wealth Advisors LLC in Waterville, ME. He has previously worked at Cetera Investment Advisers LLC and Investors Capital Corporation. Markos is also the treasurer of the Rotary Club of Gardiner, ME, a service organization. Choice Wealth Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm manages over $323 million in assets and typically constructs customized, long-term portfolios using primarily low-cost mutual funds and ETFs while offering ERISA-related fiduciary support for retirement plans.

Sasha Fitzpatrick is a Series 66-registered financial advisor with Edward Jones in Waterville, ME, with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years at The Last Unicorn Restaurant (FAF Incorporated). Outside of advisory work, she serves as treasurer for Fitzillo Incorporated, a graphic design business based in Winslow, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kathryn Bernatchez is a financial advisor at LPL Financial with six years of industry experience. She has worked at LPL Financial since 2019 and previously was employed at Stone Coast Fund Services and Boston University. 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 variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory product activities.

Chelsey Oliver is a financial advisor with LPL Financial in Waterville, ME, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2022 and has held various roles with Regional School Unit 18 since 2013. Outside of her advisory work, Oliver coaches girls' soccer for RSU 18, works as a bartender at the Snow Pond Center for the Arts, and serves on the board of the Regional School Unit 18 nonprofit. 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 accommodates both advisory and brokerage services through a large network of investment adviser representatives.

Michael Cleary is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial, LLC and Edward Jones. Cleary owns several businesses in Waterville, ME, including Prime Financial Inc. and CMD Consulting, which focus on referrals and insurance/benefits consulting. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a wide network of independent financial professionals utilizing multiple account platforms.

Peter Kemos is a financial advisor with LPL Financial in Oakland, ME, holding Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at Gelato e Cioccolato, Frontier Cinema & Cafe, and College of the Atlantic. 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 wide range of financial planning and investment management solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Bethany Roderigue is a financial advisor at Cetera with Series 63 and Series 65 credentials and three years of industry experience. She has held roles at Cetera and its affiliates since 2022 and also works as a speech language pathologist at the Waterville Center for Health and Rehab. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement plan clients through a network of over 6,800 advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm utilizes a combination of advisor-managed accounts, model portfolios, and third-party managed solutions, supported by a broad institutional and trust network.

Jasmine Flores is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at several firms, including Bank of America and Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Alexis Bowman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, Alexis held positions at All Pro and Thomas College, and has experience working in the restaurant industry and local community committees. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Anthony Sementelli is a financial advisor with LPL Financial and holds a Series 66 designation. He has seven years of industry experience, including roles at Stifel Nicolaus & Co Inc and Kennebec Wealth Management. His background also includes time at the University of Maine and Stone Coast Fund Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Christiane Wadsworth is a financial advisor at Ameriprise with a Series 66 credential and five years of industry experience. Her prior work includes roles at Edward Jones and Day's Jewelers. She serves on the Board of Directors for KV Connect - Chamber and acts as Treasurer. Ameriprise offers retirement-income planning services for individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with significant investable assets through a broad range of advisory, brokerage, and insurance solutions.

Matthew Libby is a CFP® professional with 11 years of experience in financial planning and asset management. He is currently associated with Choice Wealth Advisors LLC and has previously worked at Cetera and Investors Capital Corporation. Libby serves as a volunteer board member for the Skowhegan Regional Chamber of Commerce. Choice Wealth Advisors LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm manages $323.3 million in assets across more than 600 client relationships, focusing on customized, long-term portfolios primarily using low-cost mutual funds and ETFs, with continuous account monitoring and ERISA-related fiduciary support.

Ryan Bean is a financial advisor with Edward Jones in Waterville, ME, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Mendall Financial Group, Raymond James Financial Services, Liberty Mutual, and Subway. Bean serves as a chapter director for a local business networking group, organizing weekly meetings in the Waterville area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Michael Clark is a financial advisor with LPL Financial based in Lewiston, ME, holding a Series 66 designation and 22 years of industry experience. He has worked at Camden National Bank and LPL Financial since 2015. Clark operates Camden Financial Consultants, a DBA affiliated with his LPL business in Brunswick, ME. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Lisa Pomerleau is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has worked at LPL Financial since 2018, following prior roles at INVEST Financial Corp. and Prime Financial Inc. Pomerleau serves as Treasurer on the board of the First Church of Waterville, Maine. 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 variety of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Frederick Fischer is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Waterville, ME, holding a Series 63 designation and 38 years of industry experience. Prior to joining Raymond James in 2025, he spent 29 years at LPL Financial, LLC. Outside of his advisory role, he is involved in financial and estate planning through his independent firm, Fischer Financial Services. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Katherine Higgins is a financial advisor with LPL Financial in Waterville, ME, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked at Silverstein Law, P.A. from 2019 to 2022 and has held various roles in education and retail. She is also a commissioned notary in Waterville. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Albert Languet III is a CFP® professional with 31 years of industry experience, currently with LPL Financial since 1996. He holds Series 63 registration and operates out of Waterville, ME. In addition to his advisory role, he is a business owner of Tres Reyes, a non-investment related venture. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports investment advice with an in-house research team and a variety of portfolio management options delivered through a large network of investment adviser representatives.