Donald Michael Daniels II

Bradley Mccurtain is a financial advisor at Maine Securities Corporation with 48 years of industry experience. He has been with Maine Securities Corporation since 1985. Outside of his advisory role, he is the sole owner of a coffee importing business that sells green and roasted coffee in the United States. Maine Securities Corporation provides investment advisory and portfolio management services primarily to individual clients, with a focus on quantitative value investing and the use of listed options for income and hedging. The firm operates a combined RIA and affiliated broker-dealer structure, offering discounted commission rates and occasional underwriting roles, along with an affiliated life and health insurance agency.

Stephen Goldsmith is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Commonwealth since 2008 and previously at Valic Financial Advisors and Casco Bay Wealth Advisors. Outside of his advisory role, he serves as a selectman for the town of Lovell, Maine, owns and operates a farm, and provides emergency medical technician services with local rescue organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Fontana Jr. is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Western Maine Retirement Solutions since 2005. Outside of his advisory role, he is also a musician. Brookstone Capital Management is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Christopher Brady is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments Inc., Clarendon Private LLC, and RWA Wealth Partners, LLC. He is also involved with VP Distributors LLC. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving unique client segments such as sovereign wealth funds and banking clients.

Bjorn Hjelmeland is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Bankers Life Securities Inc, and Bankers Life & Casualty. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and a wrap program.

Jessica Putnam is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones for seven years before joining Ameriprise Financial Services LLC, where she is currently based in Naples, ME. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.