Gail Preble Conley

Craig Stevens is a financial advisor with Maine Center for Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Maine Center for Wealth Management since 2010 and also operates Stevens Law Offices, PA, where he practices estate planning. Stevens serves as an independent insurance agent offering life and annuity products and manages Dirigo Ventures LLC, a property management business. Maine Center for Wealth Management provides wealth management, discretionary portfolio management, and financial planning to individuals, families, trusts, estates, retirement plans, and businesses. The firm constructs portfolios tailored to clients’ investment objectives and risk tolerance, emphasizing ETFs over mutual funds and typically managing assets on a discretionary basis.

James Letteney is the principal advisor at Letteney Financial Advisory, LLC in Waldoboro, ME, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior work includes roles at Maine Advisory Associates, Inc., UPS, and USPS. Outside of finance, he has operated Disc Master DJ Services, an entertainment business, since 1998. Letteney Financial Advisory provides discretionary investment management and financial planning services primarily to individual and retirement-focused clients. The firm employs both fundamental and technical analysis with a longer-term investment approach, focusing on mutual funds and customized portfolios to align with client goals and risk tolerance.

John Duval Sr. is a financial advisor with Kelly & Associates, LLC in Manchester, ME, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Kelly & Associates since 2015 and concurrently operates John Duval Associates, a litigation consulting business where he serves as owner and expert witness in FINRA securities cases. Kelly & Associates, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and low-turnover asset-class investing, managing client accounts primarily on a non-discretionary basis and incorporating tax-aware strategies.

Jac Arbour is a financial advisor with J.M. Arbour, LLC, holding the CFP®, ChFC®, and Series 65 credentials and has 10 years of industry experience. He has worked at J.M. Arbour, LLC and J.M. Arbour Wealth Management since 2016 and previously at Foundations Investment Advisors. Outside of his advisory role, he is involved in personal development coaching and serves as CEO or owner of several non-investment-related businesses, including a SaaS company, an international sourcing firm, and ventures focused on outdoor gear and financial literacy applications. J.M. Arbour serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm offers comprehensive financial planning, portfolio management, retirement plan consulting, and investment management for private funds, typically implementing client objectives through model portfolios with ongoing supervision and customizations.

Miles Whitlock is a financial advisor at J.M. Arbour, LLC with 10 years of industry experience. He holds the ChFC® and Series 65 credentials. Prior to joining J.M. Arbour in 2022, he worked at Foundations Investment Advisors, LLC for six years. In addition to his advisory role, he is an independent agent at Combined Benefits United, focusing on fixed insurance and annuity products. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm offers comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services, utilizing model portfolios and strategies such as direct indexing and derivatives.

Donald Riddle is a financial advisor at J.M. Arbour, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history with Fidelity Investments and Bank of America, including Merrill. J.M. Arbour serves individuals, pension and profit-sharing plans, trusts, estates, charities, and other business entities, providing comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm utilizes model portfolios from sub-advisers and third-party providers and offers strategies such as direct indexing, derivatives, and securities-backed lines of credit.