ADVISOR BIO

Andrew Logan Henward is an investment advisor representative at Foundations Investment Advisors LLC. Andrew is licensed to offer investment advice in Maine. Andrew obtained the Series 65 license in April 2023. Andrew has experience in the insurance industry through Tindon Associates. Andrew is located in Augusta, Maine and can also be reached through Foundations Investment Advisors' office in Phoenix, Arizona.

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ADVISOR BIO

Carol Gilbert-Tondreau is an investment advisor representative at Ameriprise Financial Services, LLC. Carol has been in the industry since 1996 and has licenses in multiple states, including Maine, Texas, and others. Carol is a board member of Gilbert-Tondreau and is also involved in real estate ownership and independent insurance brokering. Carol is registered to provide investment advisory services to individuals, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans. Ameriprise Financial Services, LLC is a large financial services firm headquartered in Minneapolis, Minnesota. They provide a variety of financial products and services, including investment management, financial planning, insurance, and retirement planning. The firm has over $479 billion in assets under management.

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ADVISOR BIO

Craig Stevens is an investment advisor representative with Maine Center For Wealth Management, LLC. Craig has been in the industry since 2011 and has experience with financial planning, portfolio management for individuals and securities. Craig Stevens holds both Series 63 and Series 65 licenses as well as the SIE and Series 7 licenses. In addition to his role with Maine Center For Wealth Management, LLC, Craig Stevens is also an owner/manager of a property management business and an attorney, specializing in estate planning.

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Danielle Angelique Valleau is a financial advisor with Raymond James Financial Services Advisors, Inc. Danielle has been in the industry since 2009. Danielle is registered with the state of Maine and is also registered in Arizona, Colorado, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Rhode Island, Tennessee, Utah, Vermont, Virginia, and Wisconsin. Danielle has passed the Series 66, Series 10, Series 9, SIE and Series 7 exams. Danielle specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

David Wayne Godfrey is a financial advisor with Lincoln Investment based in Augusta, ME. David has been in the financial services industry since October 2012. David holds a Series 6, Series 63, and SIE license. David has been registered with Lincoln Investment since February 2019 and has previous experience with firms such as Regulus Advisors, LLC, Questar Capital Corporation, and ProEquities, Inc. David is registered to offer financial services in several states including Maine, New Hampshire, Indiana, South Carolina, North Carolina, Missouri, Vermont, and Pennsylvania.

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ADVISOR BIO

Gail Conley has been in the financial services industry since September 28, 2008. Gail Conley is a registered representative of LPL Financial LLC and is also a Registered Investment Advisor. Gail Conley has been with LPL Financial LLC since May 2016. Gail Conley provides financial advice to individuals, businesses, and retirement plans. Gail Conley specializes in portfolio management, financial planning, and retirement planning. Gail Conley also works with charitable organizations.

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Jason MacDonald is a financial advisor with Ameriprise Financial Services, LLC. Jason is based in Augusta, Maine and has over 15 years of experience in the industry. Jason holds Series 66, Series 7 and SIE licenses. Jason also has registrations in 10 states including Arizona, Connecticut, Florida, Georgia, Maine, Massachusetts, Missouri, New Hampshire, and more. Jason also offers a variety of services including financial planning, pension consulting, educational seminars, and asset allocation services.

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ADVISOR BIO

Kathryn Carter is a financial advisor with LPL Financial LLC. Kathryn has over 30 years of experience in the financial services industry, specializing in retirement planning and investment management. Kathryn holds several professional licenses and designations, including the Series 7, Series 24, Series 31, and Series 63. Kathryn is licensed to provide financial advice in several states. Kathryn also holds the SIE exam. Before LPL Financial LLC, Kathryn worked at PaineWebber Incorporated and M.L. Stern & Co. Inc.

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Kimberly MacKenzie is a financial advisor at Edward Jones, based in Augusta, ME. Kimberly has been in the financial services industry since 2005 and has a strong track record of helping clients reach their financial goals. Kimberly holds the Series 6, 7, 63 and 66 licenses. Kimberly is also a registered investment advisor in Maine and Texas.

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ADVISOR BIO

Lori-Ann Garside is a registered representative with Valic Financial Advisors, Inc. Lori-Ann has been in the securities industry for over 27 years. Lori-Ann has passed the Series 66, Series 7TO and the SIE exams. Lori-Ann is currently registered to provide investment advice in Maine and New Hampshire. Lori-Ann Garside works out of the Augusta, Maine branch office of Valic Financial Advisors, Inc. Lori-Ann also works out of the Nashua, New Hampshire branch office of Valic Financial Advisors, Inc. Lori-Ann also provides insurance products through AGIA in Houston, Texas.

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