Charles James Mussallem

Alexander Briggs is a CFP® with three years of industry experience, currently serving as a financial advisor at Oldfield Wealth Partners. Prior to joining Oldfield Wealth Partners, he worked at Ameritas Advisory Services and Thompson Financial Group. Outside of his advisory work, he has been involved in financial advice and insurance sales. Oldfield Wealth Partners is an independent registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $110 million in discretionary assets and employs a range of investment strategies, including fundamental and quantitative analysis, long- and short-term trading, and advanced techniques such as options and margin transactions.

Kyle Goupille is a CFP®-designated financial advisor at Oldfield Wealth Partners with one year of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Investment Company, Thompson Financial Group, and Tinker Federal Credit Union. Oldfield Wealth Partners is an independent registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a range of investment strategies and analysis methods, including fundamental and technical approaches, and offers insurance products through a licensed affiliated practice.

Caleb Warren is a CFP® with seven years of industry experience and the principal advisor at Warren Financial, LLC in Bangor, ME. His prior experience includes roles at Ameriprise Financial Services and Raymond James. In addition to his advisory work, he is a licensed insurance agent providing life, disability, and long-term care insurance. Warren Financial serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm combines fundamental and technical analysis with modern portfolio theory and provides fiduciary and non-fiduciary services to plan sponsors, including ERISA-related consulting.

Lynn Thibeau is the sole advisor at Thibeau Financial Consulting, LLC in Bangor, ME, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been self-employed since 2012. Outside of financial advising, she provides private piano instruction and serves on the board of her condominium association. Thibeau Financial Consulting offers personal financial consulting focused on household finances, including budgeting, savings, debt reduction, and financial organization through education and counseling. The firm emphasizes hands-on education to help clients independently manage daily finances, with investment guidance limited to educational recommendations and referrals for comprehensive management.

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

Richard Nickerson is a financial advisor at Eagle Financial Strategies in Bangor, ME, holding a Series 66 designation with 24 years of industry experience. Prior to joining Eagle Financial Strategies in 2019, he worked at LPL Financial LLC and Camden National Bank from 2008 to 2019. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm offers discretionary, individualized account management, including model portfolios and fund-based solutions, and uses a combination of fundamental and technical analysis to develop and adjust asset-allocation targets.