Kenneth Daley is a financial advisor at Azimuth Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Azimuth Capital Management since 2012. Outside of his advisory role, he owns and operates Focused Fitness Ultimate Edge Karate, where he teaches martial arts classes twice a week. Azimuth Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate clients. The firm employs a fundamentally oriented, long-term investment approach, offering tailored portfolios constructed from low-cost mutual funds, ETFs, individual securities, and unit investment trusts, with continuous monitoring and periodic reviews.

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.

John Duval Sr. is a financial advisor with Kelly & Associates, LLC in Manchester, ME, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with Kelly & Associates since 2015 and concurrently operates John Duval Associates, a litigation consulting business where he serves as owner and expert witness in FINRA securities cases. Kelly & Associates, LLC provides investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and low-turnover asset-class investing, managing client accounts primarily on a non-discretionary basis and incorporating tax-aware strategies.

Jac Arbour is a financial advisor with J.M. Arbour, LLC, holding the CFP®, ChFC®, and Series 65 credentials and has 10 years of industry experience. He has worked at J.M. Arbour, LLC and J.M. Arbour Wealth Management since 2016 and previously at Foundations Investment Advisors. Outside of his advisory role, he is involved in personal development coaching and serves as CEO or owner of several non-investment-related businesses, including a SaaS company, an international sourcing firm, and ventures focused on outdoor gear and financial literacy applications. J.M. Arbour serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charities, and other entities. The firm offers comprehensive financial planning, portfolio management, retirement plan consulting, and investment management for private funds, typically implementing client objectives through model portfolios with ongoing supervision and customizations.

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.

Nicholas Sickinger is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Murphy Karpie Connelly & Sickinger, LLC and teaching positions at Colby College, Joel Barlow High School, and John Read Middle School. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities, offering discretionary portfolio management and retirement plan consulting. The firm manages model portfolios primarily through sub-advisers and third-party providers and serves as investment manager for series-structured private funds.

William Cummings is a financial advisor with J.M. Arbour, LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. Prior to joining J.M. Arbour in 2022, he worked at Foundations Investment Advisors LLC, TD Bank, and Axa Advisors, LLC. Outside of his advisory role, he serves as president and founder of W. Sinclair Holdings LLC, a business consulting firm focused on benefit counseling. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm offers comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services, frequently using model portfolios and employing strategies such as direct indexing, derivatives, and securities-backed lines of credit.

Brooks Riley is a financial advisor at GRP Retirement Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AlphaStar Capital Management, Advisory Alpha, and Greene Point Partners. Outside of advisory roles, he also provides business consulting focused on practice management, marketing, and operational workflow efficiencies. GRP Retirement Planning manages approximately $155 million for a diverse client base including individuals, high-net-worth clients, businesses, nonprofits, and municipal entities. The firm offers tailored investment management, financial planning, and access to third-party sub-advisors, with a notable employer-sponsored financial education program for corporate clients.

Nathan Nichols is a financial advisor with GRP Retirement Planning, holding a Series 65 credential and nine years of industry experience. He has worked with multiple firms, including Advisory Alpha, LLC and Planners Alliance LLC, and serves as President of Gosline Retirement Planning, an insurance and annuity sales business. GRP Retirement Planning is an SEC-registered adviser managing approximately $155 million for individuals, high-net-worth clients, businesses, non-profits, and municipal entities. The firm provides customized portfolio management and financial planning services, employing various investment strategies and offering employer-sponsored financial education programs.

Jacob Coan is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with GRP Retirement Planning, a team-based firm, and has previously held roles at Gosline Retirement Planning, Advisory Alpha, LLC, and Summit Real Estate. Outside of his advisory work, Coan has experience in real estate sales. GRP Retirement Planning is an SEC-registered investment adviser managing approximately $155 million for a diverse client base, including individuals, businesses, non-profits, and municipal entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party sub-advisors, employing a variety of investment approaches tailored to client objectives and risk tolerance.

Lance Harder is a financial advisor at GRP Retirement Planning with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including New York Life Insurance Company and Pruco Securities LLC. Outside of his advisory role, he is involved with Gosline Retirement Planning, where he works as a licensed insurance agent. GRP Retirement Planning is an SEC-registered investment adviser managing approximately $155 million for a diverse client base including individuals, businesses, and non-profits. The firm provides tailored portfolio management, financial planning, and access to third-party sub-advisors, and offers a notable employer-sponsored financial education program.

Gavin Stern is a financial advisor at J.M. Arbour, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at the Hudson Institute and Colby College, among other roles. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting, typically implementing client objectives through model portfolios while providing access to strategies such as direct indexing, derivatives, and private fund management.

Troy Knowlan is a financial advisor with Compass Capital Corporation in Winthrop, ME, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Compass Securities Corp. since 2000 and also serves as the controller of O'Connor GMC, Inc., managing accounting and finance for the auto dealership. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a software-driven investment approach focused on asset allocation and portfolio optimization, utilizing ETFs, mutual funds, equities, fixed income, and cash equivalents.

James Lowell is a financial advisor at J.M. Arbour, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors LLC and Clark Insurance. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. J.M. Arbour provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and other entities. The firm manages discretionary portfolios primarily through sub-advisers and third-party model providers and serves as the investment manager for series-structured private funds.

John Bandstra is a financial advisor at GRP Retirement Planning with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Lincoln International and KPMG LLP. GRP Retirement Planning is an SEC-registered investment adviser managing approximately $155 million for individuals, high-net-worth clients, businesses, nonprofits, and municipal entities. The firm offers tailored financial planning and portfolio management services using a variety of investment approaches and provides employer-sponsored financial education programs, including virtual seminars and individual sessions on retirement and tax planning.

Matthew Gosselin is a financial advisor at J.M. Arbour, LLC with a Series 65 designation and one year of industry experience. Prior to joining J.M. Arbour, he held roles at PepsiCo, Thomas College, Newberry College, Maine Community Bank, FunZ Trampoline Park, and Saint Dominic Academy and Regional High School. J.M. Arbour 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 is notable for managing series-structured private funds and utilizing model-provider marketplaces in its investment approach.

Damian Smith is a financial advisor with Creative Financial Designs, Inc. in Richmond, ME, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Creative Financial Designs, he worked at Primerica Advisors and Primerica Financial Services. Outside of his financial advisory role, he is involved in biblical counseling through an initiative called Light Restored, providing discipleship and coaching support using scripture. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm uses asset-class model allocations with varying risk objectives and publishes Biblically Responsible Investing strategies based on independent third-party screening.

Joseph Bean is a financial advisor at Simplicity Wealth with one year of industry experience. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he is involved with Principled Agency, where he provides insurance services related to health, Medicare, life, disability, supplemental insurance, and annuities. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering various portfolio management and retirement plan services alongside technology and operational support for advisers.

Dean Jackman is a financial advisor with Commonwealth Financial Network who holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Ameriprise and Duncklee & Nott. He is also involved with Fourteen Forty Financial, LLC in an advisory capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.