Kathleen Shane

Caleb Warren is a CFP® and Series 66-registered financial advisor with six years of industry experience. He is the principal of Warren Financial, LLC, an independent firm based in Bangor, Maine. Prior to founding Warren Financial, he worked at Ameriprise Financial Services and Raymond James. Outside of advising, Warren is a licensed insurance agent, providing life, disability, and long-term care insurance to clients. Warren Financial serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to tailor portfolios, and provides ERISA-related fiduciary services and non-fiduciary support for retirement-plan clients.

Lynn Thibeau is the sole advisor at Thibeau Financial Consulting, LLC in Bangor, ME, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been self-employed since 2012. Outside of financial advising, she provides private piano instruction and serves on the board of her condominium association. Thibeau Financial Consulting offers personal financial consulting focused on household finances, including budgeting, savings, debt reduction, and financial organization through education and counseling. The firm emphasizes hands-on education to help clients independently manage daily finances, with investment guidance limited to educational recommendations and referrals for comprehensive management.

James Nichols is the sole advisor at Nichols Investment Management in Bangor, ME, holding a Series 65 designation with 16 years of industry experience. He has managed Nichols Investment Management since 1989. Outside of his advisory role, Nichols serves as Treasurer for Phillips-Strickland House, a residential assisted living facility, and is a member of the Investment Committee for the Bangor Land Trust. Nichols Investment Management provides discretionary investment management and portfolio services primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm focuses on a small-cap value strategy with a long-term, buy-and-hold approach and selectively incorporates larger-cap stocks for clients with income needs.

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

Richard Nickerson is a financial advisor at Eagle Financial Strategies in Bangor, ME, holding a Series 66 designation with 24 years of industry experience. Prior to joining Eagle Financial Strategies in 2019, he worked at LPL Financial LLC and Camden National Bank from 2008 to 2019. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm offers discretionary, individualized account management, including model portfolios and fund-based solutions, and uses a combination of fundamental and technical analysis to develop and adjust asset-allocation targets.

Dale Hartt is a financial advisor at Stillwater Investing with five years of industry experience. He holds a Series 65 designation and has prior work history including roles at Maine Business School and Arayos LLC, as well as two decades of self-employment. Stillwater Investing serves individuals, including high-net-worth clients, as well as various non-retail entities by providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of buy-and-hold defensive models and more active management strategies, utilizing fundamental, quantitative, and qualitative analysis, and is notable for its registration and activity as a Commodity Trading Advisor.