Daniel Leach

David Williams is the sole advisor at Deer Isle Research & Management, LLC, an independent firm based in Deer Isle, ME. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, all with Deer Isle Research & Management since its founding in 2011. Deer Isle Research & Management provides research-driven advisory services primarily to institutional clients such as investment companies, hedge funds, and other pooled investment vehicles, with limited service to high-net-worth individuals. The firm specializes in concentrated coverage of life-science and healthcare companies, offering fundamental analysis, valuation, clinical-trial modeling, and discretionary portfolio management focused on a select group of companies.

Nicholas Pye is the president of Cubic Pye Capital Management, Inc. in Belfast, Maine, and holds a Series 65 credential with 22 years of industry experience. He is also a Certified Public Accountant and a partner in Cubic Pye LLP, a tax advisory and personal financial planning firm based in Atlanta, Georgia, which operates separately from his investment advisory business. He has been involved with Cubic Pye LLP since 2000. Cubic Pye Capital Management, Inc. provides discretionary portfolio management and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and offers ongoing monitoring and rebalancing or consulting services depending on client needs.

Ryan Gosline is a financial advisor at Integral Financial Planners in Rockport, ME, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF Individual & Institutional Services and Tiaa from 2015 to 2023. Integral Financial Planners provides financial planning and portfolio management services to individuals, high-net-worth households, and small businesses. The firm emphasizes tax-efficient, diversified portfolios based on Modern Portfolio Theory and offers modular planning covering retirement, education funding, cash-flow management, and Social Security strategies.

Brie Pio is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She is the sole advisor at Birch Point Wealth Management LLC in Rockport, ME, where she has worked since 2019. Prior to founding Birch Point, Brie worked at Abacus Wealth Partners and operated as an independent advisor. Birch Point Wealth Management LLC provides fee-only investment advisory services and comprehensive financial planning to individual and high-net-worth clients. The firm focuses on tailored portfolio management using a modern portfolio theory approach with an emphasis on low-cost, globally diversified mutual funds and ETFs, managing accounts primarily on a discretionary basis.

Christopher Cortese is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Logbook Financial Planning, LLC, an independent firm based in Rockport, Maine. Cortese has a background that includes over a decade of service with the U.S. Department of State, where he also provides ad hoc management consulting in logistics, operations, and human resources. Logbook Financial Planning, LLC is a fee-only advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm offers tailored investment policies and discretionary portfolio management through its “Partnered Planning” program, alongside public educational webinars and workshops.

Briana Andreoni is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 20 years before joining Apollon Wealth Management and Purshe Kaplan Sterling Investments in 2021. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a multi-layered investment process that integrates fundamental and tactical strategies, tax-aware tools, and independent sub-manager oversight.