Robert M Pendergist

Paul Pangburn is a CFP® with 17 years of industry experience and has been with Gibson Financial Solutions, Inc. since 2007. He holds a Series 65 license and operates out of Ellsworth, ME. Gibson Financial Solutions, Inc. is a fee-only advisory firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a core-satellite investment approach using no-load mutual funds, ETFs, and fixed-income securities, with discretionary management and a focus on integrating financial planning into portfolio oversight.

Andrew Norris is a financial advisor with AMWH Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include 17 years at Lazard Asset Management and a current position at Hollow Brook Wealth Management, where he also serves as a board member. In addition to his advisory work, Norris is a joint owner involved in real estate development through CAAN Properties 1 LLC. AMWH Asset Management LLC provides discretionary asset management and sub-advisory services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm customizes portfolios using fundamental, technical, and cash-flow analyses, and offers both discretionary trading authority and model recommendations to third-party advisers, with options for performance-based fee arrangements.

Nicholas Shaw is a financial advisor at Coston, McIsaac & Shea Financial Advisors with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Nexcelom Bioscience. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, trusts, and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, and it operates in close affiliation with an SEC-registered adviser and a local CPA practice.

Chester Lloyd is a financial advisor at Coston, McIsaac & Shea Financial Advisors with 23 years of industry experience. He holds the Series 65 designation and has been with affiliated entities of the firm since 2001. Mr. Lloyd is a shareholder and secretary of Coston, McIsaac, and Partners, Inc., where he devotes full time to multiple affiliated entities sharing personnel and facilities. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, as well as trusts and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, and operates through close affiliations with related SEC-registered advisers and a local CPA practice.

Michael Marino is a financial advisor at Coston, McIsaac & Shea Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for Coston and McIsaac CPA and M&M Consulting LLC. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, as well as trusts and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, tailoring recommendations to clients’ goals and risk tolerance.

Matthew Mc Eachern is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME. He holds a Series 65 designation and has three years of industry experience. Prior to joining the firm, he worked at HMV, LLC for nine years. In addition to his advisory role, Matthew works part-time as a staff accountant at Coston, McIsaac and Shea CPA's. Coston, McIsaac & Shea provides investment management and consulting services primarily to individual and high-net-worth clients, as well as trusts and organizations. The firm emphasizes long-term asset allocation strategies using low-cost mutual funds and select individual stocks, and integrates advisory services with a local CPA practice to offer a combined approach to financial and accounting needs.