Michael Angelo Lee

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.

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Gwfs Equities, Inc. for 11 years. 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 their participants, as well as certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping platforms.

Stephen Goldsmith is a financial advisor with Commonwealth Financial Network and Casco Bay Wealth Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Commonwealth Financial Network since 2008 and Casco Bay Wealth Advisors since 2013. Outside of his advisory work, Goldsmith is the owner and operator of Rocky Ridge Farm and serves as a selectman for the Town of Lovell, Maine. He also provides emergency medical technician services to local ski patrol and rescue organizations. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. Advisors on the Commonwealth platform have discretion to build portfolios using a broad range of securities and insurance products, supported by the firm’s Investment Management and Research team, which manages discretionary model portfolios and offers various advisory program structures.

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.

Christopher Brady is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments Inc., Clarendon Private LLC, and RWA Wealth Partners, LLC. He is also involved with VP Distributors LLC. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, registered investment advisers, pension plans, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a range of strategies while serving unique client segments such as sovereign wealth funds and banking clients.

Jessica Putnam is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Edward Jones for seven years before joining Ameriprise Financial Services LLC, where she is currently based in Naples, ME. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.