Meredith Lyon

Nancy Schultz is a financial advisor with Schultz Retirement Income Solutions, Inc. in Rockland, ME, holding a Series 66 designation and 22 years of industry experience. She has worked at her current firm since 2010 and previously at J Edward Knight Senior Advantage, LLC from 2021 to 2025. In addition to advisory services, she is involved in insurance sales, dedicating approximately 10% of her time to this activity. Schultz Retirement Income Solutions provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental analysis with a long-term investment approach to create customized portfolios and written investment policy statements, offering both discretionary and non-discretionary engagements.

James Heavey is the sole advisor at James Heavey Wealth Advisors, LLC in Rockport, ME, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Foresters Equity Services, Inc. for six years and has been involved in insurance sales since 2007. James Heavey Wealth Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals and business clients. The firm uses a combination of third-party model portfolios, fundamental analysis, and Modern Portfolio Theory to build customized portfolios and also serves charitable organizations and pension or profit-sharing plans.

Ryan Gosline is a financial advisor at Integral Financial Planners in Rockport, ME, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF Individual & Institutional Services and Tiaa from 2015 to 2023. Integral Financial Planners provides financial planning and portfolio management services to individuals, high-net-worth households, and small businesses. The firm emphasizes tax-efficient, diversified portfolios based on Modern Portfolio Theory and offers modular planning covering retirement, education funding, cash-flow management, and Social Security strategies.

James Letteney is a financial advisor at Letteney Financial Advisory, LLC, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Maine Advisory Associates, Inc. for five years. Outside of finance, he owns and operates Disc Master DJ Services, an entertainment business he has managed since 1998. Letteney Financial Advisory provides discretionary investment management and financial planning primarily to individual clients. The firm employs both fundamental and technical analysis to construct portfolios, focusing on longer-term holdings with periodic rebalancing, and emphasizes mutual funds tailored to clients’ risk tolerances and investment restrictions.

Brie Pio is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She is the sole advisor at Birch Point Wealth Management LLC in Rockport, ME, where she has worked since 2019. Prior to founding Birch Point, Brie worked at Abacus Wealth Partners and operated as an independent advisor. Birch Point Wealth Management LLC provides fee-only investment advisory services and comprehensive financial planning to individual and high-net-worth clients. The firm focuses on tailored portfolio management using a modern portfolio theory approach with an emphasis on low-cost, globally diversified mutual funds and ETFs, managing accounts primarily on a discretionary basis.

Christopher Cortese is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Logbook Financial Planning, LLC, an independent firm based in Rockport, Maine. Cortese has a background that includes over a decade of service with the U.S. Department of State, where he also provides ad hoc management consulting in logistics, operations, and human resources. Logbook Financial Planning, LLC is a fee-only advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm offers tailored investment policies and discretionary portfolio management through its “Partnered Planning” program, alongside public educational webinars and workshops.