ADVISOR BIO

Adam Keller is a financial advisor with Ameriprise Financial Services, LLC. Adam has been in the financial industry since 2021. Adam is registered in Maine as a Broker and Investment Advisor Representative. Adam holds the Series 66, Series 7 and SIE licenses and has been employed with Ameriprise Financial Services, LLC since 2021. Adam's specializations include asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Adam Rothbart is an investment advisor representative with Integrated Wealth Concepts LLC based in Scarborough, Maine. Adam has been in the financial industry for over 10 years and specializes in financial planning, portfolio management for individuals, and pension consulting. Adam is registered with the state of Maine and Texas.

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ADVISOR BIO

Amber Lynn Shaw is a financial professional registered with Bankers Life Advisory Services, Inc. She is a licensed agent and has been working in the financial services industry since 2018. Amber is passionate about helping individuals and families reach their financial goals. She is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future. Her areas of expertise include financial planning, insurance and investments. Amber is also a registered representative and investment advisor representative, meaning she can offer a range of financial products and services to meet clients' needs.

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ADVISOR BIO

Andrew Stephen Novick is a financial advisor currently registered with Edward Jones. Andrew Stephen Novick has been a financial advisor for over 2 years, and is licensed in Maine to provide financial advice for both securities and investment advice. Andrew Stephen Novick's experience includes positions with BankersLife and Bankers Life Securities. Andrew Stephen Novick holds a Series 66, Series 7TO and SIE license and has experience with helping individuals, corporations, partnerships, investment clubs, limited liability companies, charitable organizations, pension and profit sharing plans and banking or thrift institutions.

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ADVISOR BIO

Anne Theresa Dunne has been in the financial industry since January 8, 1982. Anne has a long history of experience in the industry, having worked for a number of firms including BANCNORTH INVESTMENT GROUP, INC., COMPULIFE INVESTOR SERVICES, INC., ROYAL ALLIANCE ASSOCIATES, INC., and WINTERGREEN FINANCIAL GROUP, INC. Anne is currently registered with Cetera Investment Advisers LLC. Anne specializes in working with individuals, corporations, other businesses, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.

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ADVISOR BIO

Benjamin Hughes is a financial advisor registered with Ameriprise Financial Services, LLC. Benjamin is a registered investment advisor and has been in the industry since February 3, 2023. Benjamin is licensed in 32 states and has been a financial advisor at Ameriprise Financial Services, LLC since May 2021. Benjamin Hughes has a combined state law exam.

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ADVISOR BIO

Bonnie Faherty is a financial advisor at LPL Financial LLC. Bonnie has been in the financial services industry since 1996 and has a wide range of experience in investment advising and securities brokerage. Bonnie offers a variety of services to her clients, including financial planning, portfolio management, and investment advisory services. Bonnie holds the Series 6, 7 and 63 licenses, as well as the SIE and Series 65 exams.

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ADVISOR BIO

Brandon Wasser is a financial advisor with Ameriprise Financial Services, LLC. Brandon has been working in the financial industry since November 27, 2022. Brandon is registered with the state of Maine and Texas as a Registered Representative and Investment Advisor Representative. Brandon has passed the Series 7TO, SIE, and Series 66 exams. Brandon's specialties include: Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, and Portfolio Management.

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ADVISOR BIO

Bryan Vandussen is a financial advisor with Ameriprise Financial Services, LLC. Bryan has been in the industry since 2014 and is registered with the state of Maine. Bryan holds the Series 7, Series 66, and SIE licenses. Bryan has experience working with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Bryan provides financial planning, portfolio management, and asset allocation services. Bryan is a member of the Board of Directors of Vandussen, where they serve as Treasurer. They are also the Membership Chair of the . Bryan is passionate about helping their clients achieve their financial goals.

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ADVISOR BIO

Caroline Elizabeth Cote is a registered representative with Fidelity Personal and Workplace Advisors. Caroline is registered with the state of Maine. Caroline has been in the securities industry since December 19, 2013. Caroline is also a licensed investment advisor representative. Caroline has passed the Series 66, Series 7, and SIE exams. Caroline's specializations include financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Caroline has experience working with high net worth individuals, corporations, individuals other than high net worth, and pension and profit sharing plans. Caroline is also active in the community. Caroline has a passion for watercolors and sells them online.

SPECIALIZATIONS