Steven Dean is a financial advisor at Northeast Planning Associates, Inc. in Madison, ME, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2007 and at Northeast Planning Associates since 2003. He also operated as a certified real estate appraiser for 28 years and owns a self-storage business. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets, and provides services on fixed-fee, hourly, or retainer bases.

Randall Dean is a financial advisor at LPL Financial in Madison, ME, holding a Series 66 designation with nine years of industry experience. He has worked at Northeast Planning Associates, Inc. and LPL Financial since 2016 and previously spent 20 years with Independent Appraisals - Madison and 18 years at UPM-Madison. 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 financial planning, model-portfolio advisory programs, third-party asset management, and retirement advice options, supported by an in-house research team that develops diversified and alternative investment strategies.

Kerri Allen is a Certified Financial Planner® with 21 years of industry experience. She is currently with Root Financial Partners and has previously worked at TFC Financial Management, Boston Wealth Strategies, and Baystate Financial. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a primarily passive investment approach with diversified portfolios based on index mutual funds and ETFs, supplemented by fundamental and technical analysis and due diligence on third-party sub-advisers.

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.

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.

Stephen Craig is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. He has worked at multiple firms including Bank of America Merchant Services and Franklin Memorial Hospital, with no prior industry experience before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Bonnie Aleck is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Charles River Financial Services, as well as operating Aleck Financial Services for over three decades. 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 financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Troy Malbon is a financial advisor with Ameriprise in Madison, ME, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Ameriprise in 2020, he worked at UBS Financial Services from 2011 to 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate personalized retirement income recommendations.

Melissa Spencer is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. She has worked at LPL Financial and Western Mountain Financial Services since 2021 and is also the owner of DF Spencer Transport Inc. in Wilton, ME. Additionally, she serves as a notary in Wilton. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Amy Bond is a Series 66-licensed financial advisor with LPL Financial, where she has worked since 2015. She has 10 years of industry experience, including a prior role at Franklin Savings Bank. Bond is also a Maine Notary Public. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a large network of investment adviser representatives.

Kirk Doyle is a financial advisor with Edward Jones in Farmington, ME, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2019, he worked at Kennebec Saving Bank and LPL Financial from 2016 to 2019, and at Carolina Alliance Bank from 2015 to 2016. He also serves as a board member for the RSU 9 School Board. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory and investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jared Ranger is a financial advisor with LPL Financial in Farmington, Maine, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Franklin Savings Bank and Linsco Private Ledger since 2007. Outside of his primary roles, he operates a business under the name Western Mountain Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Brian Berry is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. He has worked at LPL Financial since 2007 and previously spent 15 years with Northeast Planning Associates, Inc. He operates Brian Berry & Associates, a CPA affiliate program. 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 delivers services through a large network of investment adviser representatives.

Aaron Knapp is a financial advisor with LPL Financial in Farmington, Maine, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 1996. Knapp is involved in non-variable insurance through Western Mountain Financial Services and Protective Life/American Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and provides various investment solutions including model portfolios, third-party managers, and customized arrangements.