ADVISOR BIO

Adam Dunbar is a financial advisor with Steward Partners Investment Advisory, LLC, a firm with offices in Portland, ME and New York, NY. Adam has been in the financial services industry since 2004 and specializes in providing financial advice to individuals, families, and businesses. Adam also provides financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Adele Jacques is a financial advisor registered with Raymond James & Associates, Inc., with 20 years of experience in the financial services industry. Adele holds the Series 7, Series 63 and Series 66 licenses and has extensive experience working with individuals, high-net-worth clients, corporations, and pension and profit sharing plans. Previously, Adele worked for UBS Financial Services Inc. and Morgan Stanley DW Inc., giving her a broad range of experience and exposure across different financial institutions.

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ADVISOR BIO

Alain Vilakazi is a registered representative with J.P. Morgan Securities LLC and has been in the industry since May 2022. Alain has a Series 63, Series 6TO, and SIE licenses. Alain's specializations include financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses. Alain is registered in Maine, Massachusetts, New Hampshire, and Rhode Island.

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ADVISOR BIO

Alexander Timpson is a financial advisor registered with Ameriprise Financial Services, LLC. Alexander has been in the industry since 1992. Alexander is licensed in multiple states including Maine, Massachusetts, Florida, and California. Alexander holds Series 63, 66, 7, 31, and SIE licenses. Alexander specializes in various financial services, including portfolio management for individuals and businesses, financial planning, and educational seminars.

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ADVISOR BIO

Alexander Earle Thompson is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC, and has been in the industry since 2006. Alexander holds a Series 66, Series 63, SIE and Series 7. Alexander is registered with the state of Maine and 15 other states. Alexander also provides financial planning and selection of other advisors.

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ADVISOR BIO

Alexander Pantalone is an Investment Advisor Representative with Hightower Advisors, LLC and has been working in the financial industry since 2014. Alexander is registered in Maine and New Hampshire. Alexander has a Series 65 license and is a Certified Financial Planner. Alexander focuses on providing financial planning and portfolio management for individuals, businesses, and corporations. Alexander is also involved in selection of other advisors, and treasury management for corporate clients.

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ADVISOR BIO

Alexandra Clement is an investment advisor representative at RBC Capital Markets, LLC, a firm with over 2500 licensed agents and over 6000 registered representatives. Alexandra has been in the industry since April 2022 and holds the Series 7TO, Series 63, and Series 65 licenses. Alexandra's experience includes providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Alexandra is also registered as an investment advisor representative in Maine and Texas.

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ADVISOR BIO

Alisa Russell el Sprowl is a registered representative with Morgan Stanley in Portland, ME. Alisa has been in the financial services industry since 2008. Alisa is licensed in Maine and New Hampshire, and is also registered as an Investment Advisor Representative in Maine. Alisa's previous experience includes working with CITIGROUP GLOBAL MARKETS INC.

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ADVISOR BIO

Aliza McKenna is a financial advisor with Ameriprise Financial Services, LLC. Aliza has been working in the financial services industry since 2019. Aliza is registered with the state of Maine. Aliza has a Series 7TO, Series 66, and SIE license. Aliza has a current employment at Ameriprise Financial Services, LLC. Aliza McKenna is an investment advisor representative. Aliza is registered with the state of New Hampshire. Aliza is registered with the state of Maine. Aliza McKenna is a registered representative. Aliza is registered with the state of New Hampshire. Aliza is registered with the state of Maine.

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ADVISOR BIO

Allison Balmores is a financial advisor with TD Private Client Wealth LLC. Allison has been in the financial services industry since 2011 and holds Series 63, 66, 7, and SIE licenses. Allison is registered to provide investment advice in 17 states. TD Private Client Wealth LLC is a wealth management firm with more than $6 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS