Michael Perna is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is the principal of Flying Point Advisors in Freeport, ME, where he has worked since 2021. In addition to his advisory role, Perna provides business consulting, accounting, and tax planning services as a CPA. Flying Point Advisors offers financial planning and portfolio management to individual clients, including high-net-worth individuals, focusing on retirement, tax, investment, and debt planning. The firm employs a long-term, low-cost, index-based investment approach combined with tax-aware strategies and also provides accounting and tax services alongside investment advice.

John Duffy is the sole advisor at Intent Advice, Inc. in Yarmouth, ME, holding Series 63 and Series 66 licenses with 27 years of industry experience. His prior roles include positions at Broad Cove Capital, Cribstone Capital Management, and Purshe Kaplan Sterling Investments. Intent Advice, Inc. provides consulting and investment-advisory services to a limited client base including high-net-worth individuals, small businesses, charities, endowments, trusts, and estates. The firm offers written financial plans and ongoing advice tailored to each client’s investment profile, typically reviewing clients quarterly, and operates with a fee structure based on negotiated fixed fees and hourly rates rather than assets under management.

Laurie Bachelder is a financial advisor at Freedom Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and has led her independent advisory firm since 2012. Outside of advisory services, she is a managing member involved in coordinating real estate development projects. Freedom Wealth Advisors is a single-advisor independent firm serving individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm focuses on non-traditional assets and secured, short-term loans, especially to local real estate developers and alternative assets in self-directed IRAs, managing accounts primarily on a non-discretionary basis using a combination of fundamental, technical, and cyclical analysis.

Alan Eskandari is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has worked at Harvest Asset Group, LLC from 2015 to 2022 and has been with Able Money LLC since 2021. Able Money LLC provides integrated financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses on a fee-only basis. The firm emphasizes diversified, asset-allocation driven portfolios using passive ETFs and no-load mutual funds, values-based investing, and planning for retirement transitions.

Wayne Schaab is a financial advisor at Gilbert Investment Management in Portland, ME, with 42 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Kovack Securities, Inc. and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment strategy using passive index funds and ETFs supplemented by actively managed funds, offering globally diversified portfolios while managing both discretionary and non-discretionary accounts.

Donald Gilbert is a financial advisor at Gilbert Investment Management in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Delta Global Asset Management and Delta Equity Services Corporation. Gilbert Investment Management provides personalized, fee-only investment management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, municipalities, and small businesses. The firm employs a core–satellite investment approach combining passive index funds and ETFs with actively managed funds, offering globally diversified portfolios and both discretionary and non-discretionary account management.

Patricia Barnes is a financial advisor with Maine Advisory Associates, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She has been with Maine Advisory Associates and its predecessor entities since 2006. Maine Advisory Associates serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management and financial consulting. The firm constructs portfolios with individual stocks and bonds, ETFs, and mutual funds, emphasizing long-term strategies combined with fundamental and technical analysis.

Kimberly Volk is a financial advisor at Maine Advisory Associates with 12 years of industry experience. She holds a Series 65 designation and has worked previously at Aurora Financial Group, LLC. Ms. Volk serves on the board of directors and as treasurer for the Maine Jewish Film Festival, a nonprofit organization. Maine Advisory Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary asset management and financial consulting. The firm emphasizes long-term purchase strategies with periodic rebalancing and incorporates both fundamental and technical analysis, offering tailored investment programs that include individual securities and tactical stock selections.

Michelle Lamb is a CFP® and holds a Series 65 license, with seven years of industry experience. She has worked at Maine Advisory Associates since 2020 and has prior experience at Cornerstone Financial Planning, Aurora Financial Group, and Atlantic Trust. Maine Advisory Associates serves individual and high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary asset management and financial consulting. The firm emphasizes long-term purchase strategies with continuous account supervision and blends fundamental and technical analysis, often holding individual securities alongside pooled products.

Aaron Rugh is a financial advisor with RM Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at RM Financial Services since 2006 and PKS Investments since 2023. Outside of his advisory role, he serves as a board member of the Down East Yacht Club, a nonprofit organization. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm offers discretionary portfolio management, written financial plans, and consulting engagements, employing a fiduciary approach that integrates fundamental and technical analysis with ongoing portfolio monitoring and tactical adjustments.

Paul Suyama is the sole advisor at Capital Wealth Planning Services in Brunswick, ME, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has worked at Capital Wealth Planning Services since 2016 and at StoneX Securities Inc. since 2012. Capital Wealth Planning Services is an independent registered investment adviser serving individual clients, trusts, estates, and business entities with comprehensive financial planning, hourly consultations, and portfolio management. The firm employs a needs-based approach incorporating fundamental, technical, and cyclical analysis, managing portfolios primarily on a non-discretionary basis with an emphasis on long-term holdings.

Cayla Moore is a financial advisor at RM Financial Services, LLC with five years of industry experience. She holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments and NEXT Financial Group, Inc. In addition to her advisory role, she serves as treasurer for Stone Bar, Inc., a restaurant business. RM Financial Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and pension plans. The firm offers discretionary portfolio management and retirement advice with a fiduciary approach, combining fundamental and technical analysis in a primarily long-term investment process.

David Kenkel is a financial advisor at Outfitter Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at various organizations, including serving as men's rugby head coach at the University of Montana since 2025. Outside of financial advising, he is a founding director and president of the Backstoppers Foundation and serves on the board of Springworks Farm Maine, an aquaponics organic farm. Outfitter Financial LLC is a fee-only registered investment adviser that primarily serves individual clients and families, including high-net-worth households, through discretionary portfolio management and consulting services. The firm employs customized asset-allocation strategies incorporating equities, fixed income, mutual funds, ETFs, and third-party sub-advisors, using both fundamental and technical analysis.

Cass Gilbert is the sole advisor at Gilbert Capital Group in North Yarmouth, ME, holding the CFA® designation with 22 years of industry experience. He has led the firm since its founding in 1998. Gilbert Capital Group provides discretionary investment management and portfolio advisory services to individuals, families, retirement plans, trusts, charitable organizations, and corporate accounts. The firm combines fundamental analysis with quantitative research, emphasizing active management and diversification, while tailoring portfolios to clients' specific financial needs and preferences.

Bruce Macomber is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Altitude Capital Management since 2024 and previously spent four years at Brookstone Wealth Advisors, LLC. Macomber is also the owner of Campbell Asset Management, where he devotes time to insurance sales. Altitude Capital Management provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services with an investment approach that aligns with client goals, risk tolerance, and time horizon, primarily managing accounts on a discretionary basis.

Brandon Clark is a financial advisor at Rossby Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Ameriprise. Outside of his advisory role, he is the owner of Reexamine Wealth LLC, where he provides leadership and mindset coaching. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, offering portfolio management, financial planning, and retirement consulting with a range of investment approaches tailored to client risk tolerance and objectives.

Matthew Arey is a financial advisor at ValMark Advisers, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark Advisers since 2017. Outside of his advisory role, Arey serves as an assistant swim coach at Cheverus High School and is a member of the Portland Regional Chamber of Commerce Finance Committee. He is also a partner at Lebel & Harriman, LP & LLP, where he oversees fiduciary service practices and client acquisition strategies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm utilizes diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment programs.

Joshua Medeiros is a financial advisor with ValMark Advisers, Inc. He holds the Series 66 designation and is based in Falmouth, Maine. Medeiros is part of a multi-team firm with extensive resources and a large advisory network. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, along with specialized services including ETF-focused portfolio solutions and sub-advisory arrangements.

Garrett Duchesne is a CFP® professional with eight years of industry experience, currently affiliated with ValMark Advisers, Inc. He has held positions at several firms including Fidelity Investments, Morgan Stanley, and UBS Financial Services. Duchesne serves on the board of directors for The Kids First Center, a nonprofit organization in Scarborough, Maine. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Robert Clark is a financial advisor with Seacrest Wealth Management, LLC, holding a Series 63 designation and bringing 54 years of industry experience. He has been with Seacrest Wealth Management since 2015. Seacrest Wealth Management is a multi-advisor SEC-registered firm that offers comprehensive wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis and manages approximately $1.56 billion in assets across about 1,700 clients.