Nancy Schultz is a financial advisor with Schultz Retirement Income Solutions, Inc. in Rockland, ME, holding a Series 66 designation and 22 years of industry experience. She has worked at her current firm since 2010 and previously at J Edward Knight Senior Advantage, LLC from 2021 to 2025. In addition to advisory services, she is involved in insurance sales, dedicating approximately 10% of her time to this activity. Schultz Retirement Income Solutions provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental analysis with a long-term investment approach to create customized portfolios and written investment policy statements, offering both discretionary and non-discretionary engagements.

Evelyn Blum is a Series 65-licensed financial advisor with 18 years of industry experience. She has been the sole advisor at Marshall Point Advisors LLC since 2007. Outside of her advisory role, Ms. Blum is a part-owner and bookkeeper for Steve Thomas Builders, a general contracting business in Port Clyde, Maine. Marshall Point Advisors LLC provides investment management services to individual and high-net-worth clients, maintaining a small, concentrated client roster. The firm employs a disciplined, research-driven investment approach that combines fundamental and technical analysis with tactical portfolio management.

James Heavey is the sole advisor at James Heavey Wealth Advisors, LLC in Rockport, ME, holding Series 63 and Series 65 licenses with 18 years of industry experience. He previously worked at Foresters Equity Services, Inc. for six years and has been involved in insurance sales since 2007. James Heavey Wealth Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals and business clients. The firm uses a combination of third-party model portfolios, fundamental analysis, and Modern Portfolio Theory to build customized portfolios and also serves charitable organizations and pension or profit-sharing plans.

Ryan Gosline is a financial advisor at Integral Financial Planners in Rockport, ME, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF Individual & Institutional Services and Tiaa from 2015 to 2023. Integral Financial Planners provides financial planning and portfolio management services to individuals, high-net-worth households, and small businesses. The firm emphasizes tax-efficient, diversified portfolios based on Modern Portfolio Theory and offers modular planning covering retirement, education funding, cash-flow management, and Social Security strategies.

James Letteney is a financial advisor at Letteney Financial Advisory, LLC, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Maine Advisory Associates, Inc. for five years. Outside of finance, he owns and operates Disc Master DJ Services, an entertainment business he has managed since 1998. Letteney Financial Advisory provides discretionary investment management and financial planning primarily to individual clients. The firm employs both fundamental and technical analysis to construct portfolios, focusing on longer-term holdings with periodic rebalancing, and emphasizes mutual funds tailored to clients’ risk tolerances and investment restrictions.

Brie Pio is a CFP® and Series 65 licensed financial advisor with seven years of industry experience. She is the sole advisor at Birch Point Wealth Management LLC in Rockport, ME, where she has worked since 2019. Prior to founding Birch Point, Brie worked at Abacus Wealth Partners and operated as an independent advisor. Birch Point Wealth Management LLC provides fee-only investment advisory services and comprehensive financial planning to individual and high-net-worth clients. The firm focuses on tailored portfolio management using a modern portfolio theory approach with an emphasis on low-cost, globally diversified mutual funds and ETFs, managing accounts primarily on a discretionary basis.

Christopher Cortese is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He is the principal of Logbook Financial Planning, LLC, an independent firm based in Rockport, Maine. Cortese has a background that includes over a decade of service with the U.S. Department of State, where he also provides ad hoc management consulting in logistics, operations, and human resources. Logbook Financial Planning, LLC is a fee-only advisory firm serving individual and high-net-worth clients with financial planning and investment management. The firm offers tailored investment policies and discretionary portfolio management through its “Partnered Planning” program, alongside public educational webinars and workshops.

Daniel Pease is a financial advisor at Maine Investment and Planning Services, LLC with credentials including Series 63 and Series 65 licenses. He has been with the firm since 2026 and has additional business experience through his long-term involvement with Rock Harbor Brewing Company and Rock Harbor, Inc. outside of his advisory role. Maine Investment and Planning Services focuses on providing investment advisory and portfolio management services to a small number of individual clients, including high-net-worth individuals. The firm primarily manages client accounts on a non-discretionary basis, emphasizing individualized asset management and planning within a very small client base.

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.

Aaron Stasulis is a financial advisor at Infinity Financial Services Advisory with 27 years of industry experience. He holds a Series 66 designation and has worked at Infinity Financial Services Advisory since 2020. His prior experience includes roles at Masterman Agency and United Planners' Financial Services. Outside of advisory work, he is self-employed in the insurance business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a variety of analytical methods and investment strategies tailored to clients’ goals and risk tolerance.

Colleen Parker is a financial advisor at Santander Securities LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities since 2012, with additional experience at Santander Bank and the Law Office of Danilo J. Gomez. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized client service.

Briana Andreoni is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 20 years before joining Apollon Wealth Management and Purshe Kaplan Sterling Investments in 2021. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a multi-layered investment process that integrates fundamental and tactical strategies, tax-aware tools, and independent sub-manager oversight.

William Carr is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 17 years before joining Apollon and Purshe Kaplan Sterling Investments in 2021. Outside of his advisory work, he serves as the head girls varsity basketball coach at Old Orchard Beach High School. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management and financial planning. The firm employs a combined investment approach involving centralized strategy mandates and local portfolio oversight, integrating both quantitative and qualitative methods along with tax-aware tools.

Paul Spizzuoco is a CFP® professional with 26 years of industry experience. He is currently a wealth advisor at Apollon Wealth Management, LLC and Purshe Kaplan Sterling Investments, having previously worked at UBS Financial Services for 22 years. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed strategies with local portfolio decision-making, employing both fundamental and tactical approaches alongside tax-aware tools and independent sub-managers.

Andrew Williams is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. Prior to joining AE Wealth Management in 2023, he worked at Foundations Investment Advisors LLC and Cornerstone Investment Advisors, LLC. Outside of his advisory role, he is the managing member of Delve Tech Solutions, LLC, which provides IT and business management services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a variety of services through a platform-centered approach that includes model portfolio solutions, discretionary asset management, financial planning, and consulting.

Lily Khoury is a financial advisor with Commonwealth Financial Network in Appleton, ME, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Allen Insurance & Financial, Main Street Markets, and La Colombe. She is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in constructing client portfolios and manages discretionary model portfolios through its Investment Management and Research team.

Brian Beaulieu is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience and has been with Commonwealth and Allen Financial Group since 2012. In addition to advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized portfolio management and wealth planning solutions.

Sarah Ruef Lindquist is a financial advisor with Commonwealth Financial Network in Camden, ME, holding a Series 66 designation and nine years of industry experience. She has been with Commonwealth and Allen Insurance and Financial since 2016 and previously worked with the Maine Women's Fund from 2012 to 2016. Lindquist serves as a director of Rockland Savings Bank, a privately owned local bank. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice management, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm's Investment Management and Research team.

Caitlin Harrington is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. She has previously worked at Allen Insurance and Financial and has been involved with community organizations such as the Knox County Homeless Coalition and Penobscot Bay YMCA. Outside of financial advising, she is a co-owner of Harrington's OffRoad Crane Service, LLC, a private crane service business in Appleton, ME. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically offer advice under Commonwealth’s supervision.

Meredith Lyon is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. She has worked at several firms, including Raymond James Financial Services and Ameriprise Financial Services. Outside of advising, Meredith serves as a public notary and is president of Meredith Lyon Financial Designs LLC. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Abraham Dugal is a CFP® with 10 years of industry experience, currently serving at Allen Insurance and Financial since 2015. He is affiliated with Commonwealth Financial Network and holds a Series 66 license. Outside of his advisory role, he coaches basketball at Camden-Rockport Middle School. Commonwealth Financial Network is a registered investment adviser supporting a nationwide network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including custom portfolio solutions and third-party asset manager access, while delivering operational and compliance support to affiliated advisors.

Connie Gardiner is a financial advisor with Edward Jones in Camden, ME, holding a Series 66 designation and having two years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brooks Stevens is a financial advisor with LPL Financial in Belfast, ME, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with LPL Financial since 2016. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house Research team and combines advisory operations with various non-advisory product activities.

Mary Johnson is a financial advisor at UBS Financial Services with 27 years of industry experience. She previously worked at First Republic Investment Management and First Republic Securities Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support tailored client solutions.

Matthew Migliore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at LPL Financial and Camden National Bank since 2015. Outside of his advisory role, he serves as a notary public. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Sage Nash is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, Sage worked at KeyBank, NA and held positions in banking and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Jerod Cronkite is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at Ameriprise and Edward Jones. Outside of his advisory work, he has been involved with several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and offers a broad range of investment and planning solutions tailored to client needs.

Michael Curtis is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Outside of his advisory work, Curtis receives royalties from a book he published through Amazon Direct Publishing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Georgiana Darie is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She previously worked at Ameriprise and has a background in the restaurant industry, currently maintaining involvement with Long Grain restaurant. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers both advisory and brokerage services through a large network of investment adviser representatives.

Tyler Curtis Southard is a financial advisor at Edward Jones in Camden, ME. He holds the Series 66 designation and has recent experience at Harbor Builders Associates, WCSH-TV, Locus Weather, and Courier Publications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jesse Bifulco is a financial advisor with LPL Financial, holding a Series 65 credential and five years of industry experience. He previously worked at Penbay Financial, LLC, and has maintained roles with Penbay Estate Planning Law Center, LLC, and Penbay Title LLC. Prior to his financial advisory career, he practiced law as an attorney from 2005 to 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Andrea Curtis Southard is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to her financial advisory career, she spent a decade with the Farnsworth Art Museum and seven years at The Horn Book, Inc. Outside of her advisory work, Southard is a self-employed education consultant, authoring materials and consulting on arts-integration programs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors, a range of advisory programs, and affiliated capabilities including a trust company and proprietary mutual funds.

Mark Fulton Jr. is a financial advisor at UBS Financial Services with 30 years of industry experience. He has held his current role since 2013. He holds Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ellen Harris is a financial advisor at Merrill with Series 63 and Series 65 credentials and 52 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2015. Outside of her advisory work, she serves on several nonprofit boards and committees, including roles at The University Club of New York, the Boy Scouts of America Greater New York Councils, Camden Public Library, Sun Valley Museum of Art, and the Ronald McDonald House of New York. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services, supported by its integration with Bank of America affiliates and a focus on tax-efficient investment solutions.

Devon Perry is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Linsco/Private Ledger since 2006 and Camden National Bank since 2004, where he also serves as a compliance officer performing OSJ duties. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Peter Masin Peters is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he spent 19 years working at Peter Ott's on the Water. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jason Adamic is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1995 and joined Merrill Lynch in 1997. Jason and his team develop and implement customized wealth management strategies aimed at addressing the unique needs of the families they serve. He emphasizes a holistic approach to financial planning, focusing on building enduring client relationships and tailoring strategies around clients’ values, needs, and aspirations. Jason’s expertise includes financial planning, investments, estate planning, wealth transfer strategies, liability management, and risk management. He serves clients in areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and retirement income planning. Throughout his career, he has earned several professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), and Certified 401(k) Professional™ (C(k)P®). He holds a bachelor’s degree in finance from Villanova University. Outside of his professional work, Jason enjoys spending time with his wife, Laura, and their three children. They live in Jamaica Plain, Massachusetts. His personal interests include traveling, fly fishing, golfing, and exercising.

Thomas Griffith is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2013. He holds a Series 66 license and is based in Lincolnville, ME. Outside of his advisory role, Griffith consults on business financial concerns for a local real estate agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Samuel Estes is a financial advisor with LPL Financial in Camden, ME, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Camden National Bank, Pepsi, and Hannaford. Outside of his advisory role, he is also a notary public. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Kenneth Gardiner is a financial advisor at Edward Jones in Camden, ME, with 21 years of industry experience. He has been with Edward Jones since 2004 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in buying and selling antiques through Liberty Tree Folkart and Antiques. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers various investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.

Timothy Poulin is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 credential and previously worked at Lord Abbett for 11 years before joining Edward Jones in 2025. Outside his advisory role, he is involved in managing an Airbnb rental property in Belfast, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles White Jr. is a financial advisor with LPL Financial in Camden, ME, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Ameriprise, Penn Mutual, and Raymond James Financial Services. Outside of his advisory work, he is involved with Cronkite and White, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and portfolio management solutions supported by an in-house research team and a large network of investment adviser representatives.

Cole Chase is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including KeyBank and Unum Life Insurance Company of America. Outside of finance, he has experience running a fitness center. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad institutional platform and multiple program structures.

Kirsten Sahagun is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 11 years of industry experience. She previously worked at Morgan Stanley and Edward Jones Investments. Outside of her advisory role, she owns a hobby business called The Emosaic, which involves digital products and miscellaneous product sales. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal and institutional clients with specialized public finance and investment banking capabilities.