Jamie Ann Wolcott Peters

Catherine Downey is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. She is the principal of Ampersand Investment Advisors and has a background that includes roles at Morgan Stanley Smith Barney LLC and work as a self-employed CPA. Ampersand Investment Advisors is an independent, state-registered firm providing fee-based investment advisory and financial planning services to individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm uses a tactical allocation approach with discretionary portfolio management and offers a broad range of investment options along with qualified retirement plan consulting for institutional clients.

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.

Lily Khoury is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has worked previously with Allen Wealth Management, Allen Insurance & Financial, and Main Street Markets. Khoury is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Christopher Klenk is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at KeyBank from 2009 to 2022. Outside of his advisory role, he serves on the board of the Bangor Soccer Club as the Registrar, managing player registrations and game scheduling. 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 model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Thomas Lott is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including KeyBank, United Insurance Group, MassMutual, and Fidelity Brokerage Services. Outside of his advisory role, Lott serves on the board of Kids Cooperative Theatre, contributing to show selection and promotional efforts, and participates in the steering committee for FUSION:Bangor, a regional networking group focused on community engagement. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and integrates with affiliated entities within the KeyCorp group.

Eugene Newton Jr. is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Allen Financial Group and Allen Insurance & Financial. He has been associated with Putnam Investments Putnam Retail Management since 2001. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and support services, including discretionary model portfolios managed by its Investment Management and Research team.