Jason A Morin

Robert Corey is a CFP® professional with 24 years of experience in financial advising. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is an independent, fee-only advisory practice serving individuals, high-net-worth clients, trusts, and business entities. The firm combines fundamental and technical analysis with a long-term investment approach focused on diversified portfolios of no-load mutual funds and ETFs, managing approximately $56 million in client assets on a non-discretionary basis while also providing integrated financial planning and tax preparation services.

Kenneth Daley is a financial advisor at Azimuth Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Azimuth Capital Management since 2012. Outside of his advisory role, he owns and operates Focused Fitness Ultimate Edge Karate, where he teaches martial arts classes twice a week. Azimuth Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate clients. The firm employs a fundamentally oriented, long-term investment approach, offering tailored portfolios constructed from low-cost mutual funds, ETFs, individual securities, and unit investment trusts, with continuous monitoring and periodic reviews.

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.

Abigail Genovese is a financial advisor at Tonge Investments in Belgrade, ME, holding a Series 65 designation with over a decade of professional experience. Her background includes ten years with the Central Intelligence Agency and a year at Fidelity Investments. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that incorporate technical analysis, derivatives, and leveraged ETFs to guide asset allocation and enhance income-oriented accounts.

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.

Richard Tonge is the sole advisor at Tonge Investments in Belgrade, ME, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has operated Tonge Investment Services since 1997. He also maintains an insurance license to sell and manage annuities. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that include equities, mutual funds, ETFs, options, and bonds. The firm primarily employs technical analysis, such as point-and-figure charting and relative strength, to guide asset allocation and utilizes derivatives and leveraged ETFs selectively within client objectives.