Paul Coston Jr. is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is a principal at Coston and McIsaac Investment Advisers, LLC in Bar Harbor, Maine, and has been involved with affiliated entities including Coston and McIsaac CPAs and Coston, McIsaac and Partners, Inc. Outside of his advisory work, he is a part-owner and treasurer of Strawberry Hill Inc., a motel business in Bar Harbor. Coston and McIsaac Investment Advisers, LLC refers clients to independent investment managers and wrap-fee programs, serving individuals, retirement accounts, organizations, and trusts. The firm maintains close ties with its founding accounting practice, providing integrated tax advice and ongoing coordination with third-party managers without directly managing client assets.

Maurice McIsaac is a financial advisor with Coston and McIsaac Investment Advisers, LLC, holding a Series 65 credential and with 24 years of industry experience. He has been affiliated with Coston and McIsaac Investment Advisers since 2001 and also provides consulting services for Coston & McIsaac, CPAs, an accounting firm based in Bar Harbor, Maine. McIsaac refers consulting clients to licensed investment advisers and receives compensation for these referrals. He also serves as an investment adviser for Coston, McIsaac and Partners, Inc. Coston and McIsaac Investment Advisers LLC refers clients to third-party independent managers and wrap-fee programs, serving individuals, retirement accounts, organizations, and trusts. The firm’s model integrates accounting services with investment referrals and maintains ongoing coordination with independent managers, without directly managing portfolios or holding client assets.

Patricia Pottle is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, Maine, holding a Series 65 credential and 19 years of industry experience. She also serves as a certified public accountant and a 12.5% owner of Coston & McIsaac, CPA’s, an accounting firm affiliated with her advisory practice. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, employing a long-term asset allocation strategy with an emphasis on low-cost mutual funds and dividend-focused equities. The firm maintains a multidisciplinary structure through affiliations with an accounting practice and an affiliated registered investment adviser.