Eric James Tierno

Donald Daniels II is a financial advisor at Daniels D'Amelio Investment Management Group, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2019. Daniels has been with his current firm since 2019. Daniels D’Amelio Investment Management Group, LLC offers discretionary asset management, financial planning, and retirement plan consulting for individuals—including high-net-worth clients—and employer plan sponsors. The firm uses a variety of analytical methods and strategies to create individualized portfolios and provides retirement plan services including investment policy development and participant education.

Hyla Fahsholtz is a financial advisor at Key Investment Services LLC with five years of industry experience. Hyla holds Series 65 and Series 63 licenses and previously worked at TD Bank N.A. and TD Private Client Wealth LLC from 2014 to 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategies, ongoing monitoring, and access to third-party discretionary managers, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Heather Verrill is a financial advisor at Principal Financial Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Cornerstone Wealth Planning, LPL Financial, Androscoggin Bank, and Key Bank. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements that include discretionary investment implementation and ongoing client reviews.

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.

Kali Laganiere is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has been associated with Raymond James Financial Services Advisors, Inc. and Androscoggin Financial Services since 2022. Laganiere also has a background that includes work at the University of Southern Maine and Androscoggin Bank. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and public entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable involvement in municipal and public finance through affiliated networks.

Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various branches of Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund‑of‑funds.