William Howard Westfield

Evelyn Blum is a financial advisor at Marshall Point Advisors LLC with 19 years of industry experience. She holds a Series 65 designation and has been with the firm since its founding in 2007. Outside of advising, Ms. Blum is a part-owner and bookkeeper for Steve Thomas Builders, a general contracting business based in Port Clyde, Maine. Marshall Point Advisors is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm offers discretionary portfolio management alongside consulting services, employing a disciplined, research-driven approach that combines fundamental and technical analysis with tactical risk management.

Melissa Holmes is a CFP® professional with eight years of experience in financial planning. She is the sole advisor at Black Harbor Financial, an independent firm based in Boothbay Harbor, Maine. In addition to her financial advisory role, she owns Whitt Law, a sole proprietorship providing legal services in estate planning, elder law, and business law. Black Harbor Financial offers customized financial planning, discretionary asset management, and pension plan advisory services to individuals and small-business retirement plans. The firm emphasizes asset allocation and diversification, often using low-cost index funds, mutual funds, and ETFs, and also serves as an ERISA 3(21) co-fiduciary for 401(k) plans.

James Letteney is the principal advisor at Letteney Financial Advisory, LLC in Waldoboro, ME, holding Series 63 and Series 65 designations with 11 years of industry experience. His prior work includes roles at Maine Advisory Associates, Inc., UPS, and USPS. Outside of finance, he has operated Disc Master DJ Services, an entertainment business, since 1998. Letteney Financial Advisory provides discretionary investment management and financial planning services primarily to individual and retirement-focused clients. The firm employs both fundamental and technical analysis with a longer-term investment approach, focusing on mutual funds and customized portfolios to align with client goals and risk tolerance.

William Goldenberg is the sole advisor at Shoreline Capital Corporation in Boothbay Harbor, ME, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Shoreline Capital since 2001. Shoreline Capital Corporation provides personalized, discretionary portfolio management primarily to high-net-worth individuals and associated trusts. The firm employs a fundamental, value-based equity selection process and manages concentrated portfolios, maintaining a small client base to allow for focused oversight by its principal advisor.

Gary Simel is a financial advisor at Flynn Zito Capital Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2012. He serves as a board member of a nonprofit homeowners association in Portland, Maine. Flynn Zito Capital Management, LLC is a team-based registered investment adviser managing approximately $672 million for over 1,000 clients, including individuals, high-net-worth households, and retirement plan sponsors. The firm provides customized wealth management and investment services, utilizing a hybrid relationship with LPL Financial to combine discretionary portfolio management with access to LPL-sponsored advisory programs.

Scott Wilkinson is a financial advisor with Summit Wealth Group in Nobleboro, ME, holding a Series 66 designation and 17 years of industry experience. He previously worked at Commonwealth Financial Network from 1999 to 2025 and joined Summit Wealth Group and Purshe Kaplan Sterling Investments in 2025 and 2026, respectively. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs various analytical approaches, frequently using third-party money managers and sub-advised models.