Martin Madden is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. He focuses on providing services for endowments, foundations, and non-profits, defined benefit and defined contribution plan investment consulting, as well as personal retirement planning and retirement income solutions. Martin works closely with successful professionals to create cash flow projections and financial models that enable clients to gain flexibility and security in their retirement years. Martin holds a Bachelor's Degree from Providence College and a Master's Degree from DePaul University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also serves as a board member for SMCC and participates in community initiatives such as Junior Achievement, Maine. In his personal time, Martin enjoys activities including chess, golfing, hiking, skiing, and spending time with his family. He values community involvement and dedicates effort to volunteering with local organizations.

Frank Maltais is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has worked with Fidelity since 2005, progressing through various roles including Senior Account Executive, Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, he was an Investment Advisor Representative at John Hancock Financial Services. With more than 20 years of experience, Frank has partnered with families, individuals, and institutions specializing in comprehensive investment and wealth planning. He emphasizes building planning relationships through listening, keeping clients well informed, and providing proactive guidance. Outside of work, Frank and his family spend summers lobstering around Penobscot Bay. His personal interests include boating, family activities, fishing, fitness, reading, and skiing.

Nathan Hubbard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, holding various positions including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, and Customer Relationship Advocate. Nathan's experience spans multiple facets of financial services, focusing on partnering with individuals and families to create customized financial plans. He holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional work, Nathan's personal interests include boating, family activities, golf, spending time at the lake, pets, and swimming.

Jaime Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, Jaime focuses on managing new wealth, personal retirement planning, women and wealth, and retirement income. Jaime collaborates with clients to develop personalized financial strategies tailored to their long-term goals, emphasizing the importance of understanding individual motivations and circumstances beyond diversification and asset allocation. Jaime holds a Bachelor's Degree from Arizona State University and is a Personal Investment Advisor (PIA). As part of The Clark Group, Jaime works closely with individuals and business owners, leveraging a team approach that includes a dedicated lending specialist to address clients' financing and banking needs through Bank of America. Jaime is committed to client-centered wealth management, regularly reviewing progress to help preserve and grow client assets. In addition to professional responsibilities, Jaime participates in community activities, serving as a Scarborough Youth Football Flag Coordinator. Personal interests include gardening, music, running, swimming, and spending time with family.