Tracy Ann Cunning

Craig Stevens is a financial advisor with Maine Center for Wealth Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Maine Center for Wealth Management since 2010 and also operates Stevens Law Offices, PA, where he practices estate planning. Stevens serves as an independent insurance agent offering life and annuity products and manages Dirigo Ventures LLC, a property management business. Maine Center for Wealth Management provides wealth management, discretionary portfolio management, and financial planning to individuals, families, trusts, estates, retirement plans, and businesses. The firm constructs portfolios tailored to clients’ investment objectives and risk tolerance, emphasizing ETFs over mutual funds and typically managing assets on a discretionary basis.

Abigail Genovese is a financial advisor at Tonge Investments in Belgrade, ME, holding a Series 65 designation with over a decade of professional experience. Her background includes ten years with the Central Intelligence Agency and a year at Fidelity Investments. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that incorporate technical analysis, derivatives, and leveraged ETFs to guide asset allocation and enhance income-oriented accounts.

Richard Tonge is the sole advisor at Tonge Investments in Belgrade, ME, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has operated Tonge Investment Services since 1997. He also maintains an insurance license to sell and manage annuities. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that include equities, mutual funds, ETFs, options, and bonds. The firm primarily employs technical analysis, such as point-and-figure charting and relative strength, to guide asset allocation and utilizes derivatives and leveraged ETFs selectively within client objectives.

Jac Arbour is a CFP® and ChFC® with 10 years of experience in financial advising. He is the managing member of J.M. Arbour, LLC and has worked there since 2016, with prior experience at Foundations Investment Advisors, LLC and Combined Benefits United. Outside of his advisory role, Arbour is involved in personal development coaching and serves as CEO of ARMO Sourcing, LLC and MasterFi, Inc., a SaaS company providing financial guidance through AI. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, including high-net-worth clients. The firm offers discretionary portfolio management and retirement plan consulting, utilizing sub-advisers and third-party model providers for asset allocation and rebalancing, and manages series-structured private funds with performance-based allocations.

Miles Whitlock is a financial advisor with J.M. Arbour, LLC, holding the ChFC® designation and Series 65 license, and has nine years of industry experience. He previously worked at Foundations Investment Advisors, LLC for six years and has operated as an independent agent with Combined Benefits United since 2016. J.M. Arbour, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages client portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

Donald Riddle is a financial advisor at J.M. Arbour, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history with Fidelity Investments and Bank of America, including Merrill. J.M. Arbour serves individuals, pension and profit-sharing plans, trusts, estates, charities, and other business entities, providing comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services. The firm utilizes model portfolios from sub-advisers and third-party providers and offers strategies such as direct indexing, derivatives, and securities-backed lines of credit.