ADVISOR BIO

Stephen Richard Roop is a financial advisor with Morgan Stanley, a firm with over $1 trillion in assets under management. Stephen has been in the financial services industry since 2012. Stephen is registered to provide investment advice in 32 states and is also registered with FINRA as a Registered Representative. Stephen has earned the Series 63, 65, 7, and SIE licenses and has extensive experience providing financial planning and portfolio management services to individuals, families, and businesses.

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ADVISOR BIO

Stephen Jon Larrabee is a financial advisor who has been in the industry since December 5, 1985. Stephen is currently registered with LPL Financial LLC. Stephen has held a Series 6, Series 26, and Series 63 securities license. Stephen is registered to provide securities advice in 15 states. Stephen was previously registered with First Investors Corporation.

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ADVISOR BIO

Stephen Barry Egbert is an investment advisor representative with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Stephen has over 50 years of experience in the financial services industry. Stephen is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 24, 53 and 66 licenses. He is also registered with the state of Maine and New Hampshire.

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ADVISOR BIO

Steven Koskinen is a financial advisor with Morgan Stanley, a large, well-established firm. Steven has been in the financial industry for almost a decade and holds a wide range of licenses and certifications. Steven has a Series 7, Series 6, Series 63, Series 66, Series 9 and Series 10 license. Steven is registered as a broker-dealer and an investment advisor, and is currently licensed to provide financial services in 53 states and the District of Columbia. Steven is registered in Texas as an Investment Advisor Representative.

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ADVISOR BIO

Steven Adam Green is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Portland, ME. Steven is a licensed investment advisor, and holds the Series 7TO and Series 66 licenses. Steven has been in the securities industry since 2018 and has experience working with a wide variety of clients, including individuals, corporations, and institutional investors. Steven provides a variety of advisory services, including portfolio management, financial planning, and investment research.

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ADVISOR BIO

Steven Marsanskis is a financial advisor currently registered with Morgan Stanley. Steven has been in the securities industry since 2002 and has held previous registrations with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Steven's expertise includes portfolio management for individuals, businesses, and investment companies. Steven is also able to provide financial planning services, asset allocation advice, and select other advisors. Steven is registered in 28 states for broker-dealer services and 2 states for investment advisor services.

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ADVISOR BIO

Steven L. Caminiti is a financial advisor with UBS Financial Services Inc. Steven L. Caminiti has over 30 years of experience in the financial services industry. Steven L. Caminiti is registered with the state of Maine. Steven L. Caminiti is also registered with FINRA and the SEC. Steven L. Caminiti offers financial planning, investment management, and portfolio management services to individuals, families, and businesses. Before joining UBS Financial Services Inc., Steven L. Caminiti was with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Legg Mason Wood Walker, Incorporated, and Paine Webber Incorporated.

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ADVISOR BIO

Susan J. Pye is an investment advisor representative with Wells Fargo Clearing Services, LLC. Susan is a Certified Financial Planner and has been in the industry since 2003. Susan works in the Portland, ME office of Wells Fargo Clearing Services, LLC. Susan has been registered with the Securities and Exchange Commission since 2004 and has a license to practice in Maine. Susan has experience providing financial advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Susan Jane Gilpatric is a registered investment advisor representative with Wells Fargo Clearing Services, LLC in Portland, Maine. Susan has been working in the financial industry since March 29, 2000. Susan holds Series 7, Series 63, and Series 65 licenses. Susan also has a SIE designation. Susan specializes in retirement planning, college planning, and estate planning. Susan is also a co-trustee for several family members.

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ADVISOR BIO

Susan Stinson is a financial advisor at RBC Capital Markets, LLC and has been in the industry since 1999. Susan is a registered representative and investment advisor representative and holds the Series 7, Series 63 and SIE licenses. Susan has experience working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Susan also has experience in the portfolio management of pooled investment vehicles. Susan is located at the Portland, ME office of RBC Capital Markets, LLC.

SPECIALIZATIONS