ADVISOR BIO

Alyssa Watson is an Investment Advisor Representative at TD Private Client Wealth LLC. Alyssa is licensed to offer investment advisory services in Florida, Maine, New Hampshire, New Jersey, and New York. Alyssa holds the Series 65 license and has been working in the financial services industry since 2012. Alyssa has experience working in various roles at TD Bank N.A., Moorings Inn and Mansell Boat Rentals, Bar Harbor Bank and Trust, and MDI Hospital.

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ADVISOR BIO

Amanda Robbins is an Investment Advisor Representative with Osaic Institutions, Inc. located in Ellsworth, ME. Amanda has been in the industry since February 2013. Amanda is licensed in Connecticut, Florida, Maine, Maryland, New Hampshire, Oregon, Rhode Island and Vermont. Osaic Institutions, Inc. is an investment firm with over $3.6 Billion in regulatory assets under management. The firm offers advisory services such as financial planning, pension consulting, and educational seminars. Amanda specializes in portfolio management for both individuals and businesses.

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ADVISOR BIO

Cole Damian Chase is an investment advisor representative associated with Cetera Investment Advisers LLC, with a branch office located in Ellsworth, Maine. Cole Damian Chase is also registered as an investment adviser representative in Maine. Cole Damian Chase has been in the industry since 2022. Cole Damian Chase is a licensed securities agent in Maine. Cole Damian Chase has passed the Series 63, Series 65, Series 7TO, and SIE exams. Key Investment Services LLC was the individual's previous employer. Cole Damian Chase has experience in the financial services industry working with corporations and individuals.

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ADVISOR BIO

Jennifer Saunders is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since October 2011. Jennifer is licensed to provide investment advice in 17 states, including Arizona, California, Delaware, Florida, Georgia, Kentucky, Maine, Massachusetts, Nevada, New Hampshire, New York, South Carolina, Tennessee, and Vermont. Jennifer has also held previous registrations with Infinex Investments, Inc. Jennifer specializes in various areas, including asset allocation, financial planning, pension consulting, educational seminars, portfolio management, and publication of periodicals.

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ADVISOR BIO

Jerry Lee Troger is a financial advisor with Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Jerry has been in the industry since 2010. Jerry's office is located in Ellsworth, ME, and he holds registrations in 15 states. Jerry offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Jerry is also a member of the Ellsworth High School Alumni Association, where he serves as chair of the investment committee.

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ADVISOR BIO

Paul Ej Pangburn is an Investment Advisor Representative, Registered Investment Advisor and Certified Financial Planner, associated with Gibson Financial Solutions, Inc.. Paul has been in the industry since February 2007. Paul specializes in providing financial planning, educational seminars, and portfolio management for individuals and families.

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Ronald Hamilton is a financial advisor with over 39 years of experience in the industry. Ronald is currently registered with Osaic Institutions, Inc. in Maine and Florida. Ronald previously worked with UVEST FINANCIAL SERVICES GROUP, INC. and PRUCO SECURITIES CORPORATION. Ronald is licensed to provide investment advice and services in Florida and Maine.

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ADVISOR BIO

Sonya Lee Mitchell is an investment advisor representative with over 20 years of experience in the financial services industry. Sonya is currently registered with Osaic Institutions, Inc. and has previously worked for Dirigo Investments, Inc. She is licensed in multiple states and holds Series 4, 7, 24, 63 and 65 licenses. Sonya specializes in providing financial planning and investment advice to individuals, businesses and charitable organizations. She offers a range of services, including portfolio management, selection of other advisors, and educational seminars.

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