Tom Alex Goodman

Nicholas Pye is the president of Cubic Pye Capital Management, Inc. in Belfast, Maine, and holds a Series 65 credential with 22 years of industry experience. He is also a Certified Public Accountant and a partner in Cubic Pye LLP, a tax advisory and personal financial planning firm based in Atlanta, Georgia, which operates separately from his investment advisory business. He has been involved with Cubic Pye LLP since 2000. Cubic Pye Capital Management, Inc. provides discretionary portfolio management and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and offers ongoing monitoring and rebalancing or consulting services depending on client needs.

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.

Paul Dyer is a financial advisor at Optivise Advisory Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management, Vine Family Office, Fusion Capital Management, and Legacy Insurance & Financial Advisors. Outside of advising, he is involved in several entrepreneurial ventures including tax preparation, IT training, business consulting, and charitable fundraising. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm utilizes both internally developed model portfolios and third-party sub-advisors across a range of investment products, offering discretionary and non-discretionary solutions supported by integrated technology and reporting tools.

Chelsie Crane is a financial advisor at Advisory Services Network with a Series 65 credential and four years of industry experience. She previously worked at Clear Path Financial Services and AOS 94. Outside of financial advising, she owns a floral design business, Live Simple Blooms, and assists at Salt Farm Flowers, a cut flower farm. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, providing portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies across various asset classes and manages approximately $8.6 billion in client assets.

Anthony Smart is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1995. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses and offers investment solutions through platforms like Envestnet and Pershing.

Christopher Klenk is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2009. Klenk serves on the board of the Bangor Soccer Club as the Registrar, managing player registrations and game scheduling. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring and due diligence of third-party advisory products.