Jessica Lynn Putnam

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.

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.

Bree Simmons is a financial advisor at Kovack Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked at Kovack Advisors and Kovack Securities since 2022, following prior roles at Securities America Advisors and Investacorp Inc. Simmons also operates Simmons Financial, her own financial services business in Gray, ME. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally developed and third-party investment models.

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at GWFS Equities, Inc. for over a decade. Welch serves on the board of directors for Derry Pathfinders, a nonprofit snowmobile club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

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.

Trent Cunningham is a financial advisor with Key Investment Services LLC in Windham, ME, holding a Series 66 designation and 21 years of industry experience. He has worked at Key Investment Services since 2009, with prior roles at Banc Of America Investment Services and Ameriprise. Outside of his advisory work, he serves as Secretary/Treasurer for a local road association. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model that includes both in-house and third-party strategists, with a focus on non-discretionary management and integration with affiliates such as KeyBank.