Colby Dionne

Jon Wesley Davis is a CFA® charterholder with 15 years of industry experience. He has been with Cornerstone Wealth Planning since 2019 and has also worked with LPL Financial since 2015. He provides investment advisory services through Cornerstone Wealth Planning, an independent registered investment advisor firm. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning. The firm uses a team approach with CFP®- and CFA‑credentialed professionals to construct asset allocations and model portfolios, combining behavioral, fundamental, technical, charting, and cyclical analysis with a generally long-term orientation.

Wayne Schaab is a financial advisor at Gilbert Investment Management with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kovack Securities, Inc. and Delta Equity Services Corporation. Outside of his advisory role, he holds a life, health, and disability insurance license through Dow Investment Group. Gilbert Investment Management provides investment supervisory services and financial planning for individuals, trusts, municipalities, and other entities. The firm uses a core-satellite asset allocation strategy combining passive and active managers, offers both discretionary and non-discretionary portfolio management, and emphasizes client asset custody.

Donald Gilbert III is a financial advisor with Gilbert Investment Management in Brunswick, ME, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Gilbert Investment Management since 2018 and previously held roles at Delta Global Asset Management and Delta Equity Services Corporation from 2006 to 2017. Gilbert Investment Management provides investment supervisory services and financial planning for individuals, trusts, municipalities, small businesses, pension and profit-sharing plans, estates, and charitable organizations. The firm uses a core-satellite strategic asset allocation combining passive index and ETF exposures with selective active management and maintains client custody of assets without accepting proxy-voting authority.

Melinda Davis is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cornerstone Wealth Planning since 2019. She has also been affiliated with LPL Financial since 2008. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning through a team approach that incorporates behavioral, fundamental, technical, charting, and cyclical analysis. The firm manages approximately $88 million across about 193 client relationships and sponsors its own open-architecture wrap fee program, Strategic Wealth Management.

Paul Suyama is a financial advisor with Capital Wealth Planning Services in Brunswick, ME, holding Series 63 and Series 66 designations and offering 39 years of industry experience. His prior roles include positions at StoneX Securities Inc. and WR Rice Financial Services, LLC. Since 2016, he has served as President and Investment Advisor Representative of Capital Wealth Planning Services. Capital Wealth Planning Services is an independent firm that primarily serves individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. The firm provides comprehensive financial planning, hourly consultations, and ongoing fee-based portfolio management using a needs-based approach with an emphasis on long-term strategies and non-discretionary account management.

David Kenkel is the sole advisor at Outfitter Financial and holds Series 63 and Series 65 licenses with 25 years of industry experience. His work history includes roles at Outfitter Financial LLC since 2017, Springworks Farm Maine, Inc., and coaching men's rugby at the University of Montana. He serves as a founding director and president of the Backstoppers Foundation and is involved in aquaponics organic farming through Springworks Farm Maine, Inc. Outfitter Financial LLC is a fee-only registered investment adviser managing approximately $158 million in discretionary assets primarily for individual and high-net-worth clients, as well as trusts and foundations. The firm uses a discretionary, asset-allocation approach focusing on equities, fixed income, mutual funds, and ETFs, combining fundamental and technical analysis to guide portfolio decisions.