In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Lynn Thibeau is the principal of Thibeau Financial Consulting, LLC, an independent firm based in Bangor, Maine. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior roles at Voya Financial Partners, LLC, Bangor Securities, Inc., and Means Wealth Management. Outside of her financial work, she provides private piano instruction and serves on the board of a local condominium association. Thibeau Financial Consulting offers personal financial consulting focused on budgeting, debt reduction, and financial organization for individual clients. The firm emphasizes education and advocacy rather than asset management, providing guidance primarily on mutual funds and referring clients seeking full investment management to other firms.

Nathan Freeman is a financial advisor at Oldfield Wealth Partners with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services and Raymond James Financial Services. Freeman is also involved in real estate development through ownership of a local holding company in Bangor, Maine. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families. The firm offers financial planning and investment management, focusing on tailored strategies that integrate clients’ investments, retirement, taxes, businesses, and legacy planning.

Brett Miller is a CFA® charterholder with five years of industry experience. He is currently an advisor at Birchbrook, where he has worked since 2022. Prior to joining Birchbrook, he was employed at Bangor Wealth Management and Key Private Bank. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm uses fundamental analysis and manager due diligence to tailor portfolios to clients’ objectives and risk tolerance, and offers fiduciary services including estate administration and trustee roles.

Brian Hamel is a financial advisor at StewardWell LLC in Bangor, ME, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameritas Advisory Services, LLC and Thompson Financial Group. In addition to his advisory role, Hamel serves as Chief Operating Officer at Thompson Financial Group and Thompson-Hamel LLC, overseeing fixed insurance sales and payroll processing services. StewardWell provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, and estates. The firm utilizes model portfolios primarily composed of exchange-traded funds and bonds, employing both fundamental and technical analysis with a long-term orientation while adjusting allocations as needed for client objectives.

Benjamin Smith is a CFA® charterholder with 13 years of industry experience. He has been with Guidance Point Advisors, LLC and its affiliated firm, Guidance Point Retirement Services, LLC, since 2012. Guidance Point Advisors, LLC manages approximately $558 million for over 250 client relationships, serving individuals including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversification and asset allocation aligned with client objectives and risk tolerance.

Theodore Jans is a financial advisor at SyntheticFi LLC with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Altruist Financial LLC and J.P. Morgan Securities LLC. Before his financial advisory career, he was employed at the University of Maine and also involved with Josh Pond Farms. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to traditional margin loans and securities-based lines of credit, supported by proprietary software and automated monitoring.

Paul Dyer is a financial advisor with Optivise Advisory Services LLC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at firms including Virtue Capital Management, Vine Family Office, and Fusion Capital Management. Outside of advisory roles, Paul owns several small businesses, including a tax preparation service, an IT and marketing company, and a business consulting firm, and he volunteers with Legacy Charities. Optivise Advisory Services provides portfolio management and financial planning for individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers discretionary model portfolios, ERISA-plan advice, and a subscription-based co-advisory program for employer-sponsored defined contribution plans.

Curtis Worcester is a Series 65 credentialed financial advisor at Guidance Point Advisors, LLC with five years of industry experience. He has held roles at Guidance Point Retirement Services, LLC since 2019 and previously worked at The Advertising Specialists of Maine and Northern Light Health. Guidance Point Advisors, LLC manages approximately $558 million across about 252 client relationships, serving individuals, including high-net-worth clients, as well as corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, using a diversified, asset allocation approach tailored through investor profiling and Investment Policy Statements.

Lucie Estabrook is a Series 65-licensed financial advisor at Birchbrook with 15 years of industry experience. She has been with Deighan Wealth Advisors since 2010. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence in its investment process and offers fiduciary and estate-administration services, often providing trustee services without a separate fee.

Jennifer Eastman is a financial advisor at Birchbrook with six years of industry experience. She holds a Series 65 designation and previously worked at Rudman Winchell for eight years before joining Birchbrook in 2018. Outside of her advisory role, she is involved in legal services. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence, offers fiduciary and estate-administration services, and provides tailored portfolios including ESG-focused options.

Charles Mussallem is a CFA® charterholder with two years of industry experience. He has worked at Birchbrook since 2023 and previously was involved with JM Family Trust and Mussallem Galleries. Outside of his advisory role, he is active in Mussallem Galleries, where he selects paintings and rugs for the art gallery. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental equity analysis and manager due diligence, offering tailored portfolios including ESG options, and provides fiduciary and estate-administration services often without separate trustee fees.

Jenifer Butler is a financial advisor at Birchbrook with 23 years of industry experience. She holds the CFP® and CFA® designations and has worked at Birchbrook since 2021, following a 27-year tenure at Deighan Associates, Inc. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm offers investment management, financial planning, fiduciary services, and estate administration, with an investment process focused on fundamental analysis and manager due diligence, including ESG-focused portfolios.

Jamie Lamson is a Series 65-licensed advisor at Royal Fund Management, LLC with one year of industry experience. Prior to joining Royal Fund Management, Lamson held roles at Paradise Shop n Save, Hannaford, NorthPoint Financial LLC, and the University of Maine. Royal Fund Management serves a diverse client base including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance and employs a range of investment strategies, managing approximately $1.55 billion in assets with a team of 83 advisors.

Chelsie Crane is a Series 65-licensed financial advisor with Advisory Services Network in Hampden, ME, bringing five years of industry experience. Her work history includes roles at Clear Path Financial Services and AOS 94. Outside of finance, she owns a floral design business and assists with a cut flower farm in Maine. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services, employing strategies tailored to clients’ objectives and risk tolerances.

Anthony Smart is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1995. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses and offers investment solutions through platforms like Envestnet and Pershing.

Christopher Austin is a Series 65 licensed advisor with Advisory Services Network, LLC, based in Hamden, Maine, and has two years of experience in the industry. He also has a longstanding role as an insurance agent with FA Peabody since 2011. Outside of his advisory work, Austin serves as Vice President of Standby to Fly Initiative, a nonprofit organization focused on fundraising for veteran causes. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Jeffrey Truchon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and ten years of industry experience. He has been with Foundations since 2016 and also serves as an independent insurance producer, providing fixed annuity and life insurance solutions through Sovereign Wealth Management, LLC. Foundations Investment Advisors LLC offers financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing strategy, and provides services through a large network of affiliated offices.