Joseph Poirier

Rick Doucette is the sole advisor at Doucette Financial in Sabattus, ME, holding a Series 65 credential. He has experience working at Paychex Inc. since 2018 and previously operated Mainely Candy LLC for five years. Doucette Financial provides investment advisory and financial planning services focused on retirement portfolios for individual clients. The firm manages accounts on a non-discretionary basis, using a variety of investment vehicles and analytical methods, and offers hourly financial planning as an alternative to asset-based billing.

Jon Wesley Davis is a CFA® charterholder with 15 years of industry experience. He has been with Cornerstone Wealth Planning since 2019 and has also worked with LPL Financial since 2015. He provides investment advisory services through Cornerstone Wealth Planning, an independent registered investment advisor firm. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning. The firm uses a team approach with CFP®- and CFA‑credentialed professionals to construct asset allocations and model portfolios, combining behavioral, fundamental, technical, charting, and cyclical analysis with a generally long-term orientation.

Wayne Schaab is a financial advisor at Gilbert Investment Management in Portland, ME, with 42 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Kovack Securities, Inc. and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment strategy using passive index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios while managing both discretionary and non-discretionary accounts.

Donald Gilbert is a financial advisor at Gilbert Investment Management in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Delta Global Asset Management and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment approach combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and both discretionary and non-discretionary account management.

Melinda Davis is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cornerstone Wealth Planning since 2019. She has also been affiliated with LPL Financial since 2008. Cornerstone Wealth Planning serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management and comprehensive financial planning through a team approach that incorporates behavioral, fundamental, technical, charting, and cyclical analysis. The firm manages approximately $88 million across about 193 client relationships and sponsors its own open-architecture wrap fee program, Strategic Wealth Management.

Paul Suyama is the sole advisor at Capital Wealth Planning Services in Brunswick, ME, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked at Capital Wealth Planning Services since 2016 and at StoneX Securities Inc. since 2012. Capital Wealth Planning Services is an independent registered investment adviser serving individual clients, trusts, estates, and business entities with comprehensive financial planning, hourly consultations, and portfolio management. The firm employs a needs-based approach incorporating fundamental, technical, and cyclical analysis, managing portfolios primarily on a non-discretionary basis with an emphasis on long-term holdings.