David Hines is a CFA® charterholder based in Portland, ME, with 22 years of industry experience. He has been with Corient since 2026 and previously worked at H.M. Payson & Co. for 23 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment solutions.

Leslie Couper is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network and Casco Bay Wealth Advisors. She has been with Commonwealth since 2002 and has worked at Casco Bay Wealth Advisors since 2013. Outside of advisory roles, she serves as president and part owner of CBWA Holdings, LLC, a private entity supporting securities and insurance operations. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a broad platform with discretionary model portfolios and various program structures, delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Kelsey Getchell is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. Her prior roles include working at Ainsworth, Thelin & Raftice and a period focused on family care. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Philip White is an advisor at Steward Partners Investment Advisory, LLC based in Portland, ME, holding a Series 66 credential. He has one year of industry experience and previously owned CU Accelerator, LLC, a consulting firm serving credit unions. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Michael Secord is a financial advisor at Bankers Life Advisory Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bankers Life and its affiliated entities since 2013. Outside of his advisory role, he is licensed to sell Medicare Supplement and other insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, utilizing a range of securities and offering both wrap and non-wrap programs.

Adam Dunbar is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Raymond James Financial Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He serves as a board member of St. Dominic Regional High School in Auburn, ME. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and supporting a national advisor base. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory, financial planning, and managed account services.

Paige Batchelder is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2015. She is based in Falmouth, ME, and holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of discretionary and non-discretionary portfolio management strategies.

Brian Prichard is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been associated with Commonwealth and 44 North Financial Partners since 2012. Outside of his advisory work, he is co-owner of Dogwatch Charters LLC, a scenic water transportation and sightseeing business in Oahu, Hawaii. 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, technology, and operational support, allowing affiliated advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Smit Desai is a financial advisor at Savant Wealth Management with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Richard Brothers Securities and Whitridge Associates. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers related services through affiliated accounting, legal, and trust entities.

Peter Robbins is a CFA® charterholder with 23 years of industry experience, currently serving at Corient in Portland, ME. Prior to joining Corient in 2026, he spent 45 years at H. M. Payson & Co. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing risk management tools and alternative investments when appropriate.

Chad Wyrwicz is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at First Command Financial Services, 101 Mobility, Handy Man Rentals, and Artas Designs. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Alexander Thompson is a financial advisor with TIAA-CREF in Portland, ME, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory work, he owns a ski house that he rents out seasonally. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard.

David Murray is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having 27 years of industry experience. Prior to joining Voya in 2019, he spent seven years at Davinci Capital Management Inc. Outside of his advisory role, he is also a tax preparer and performs wedding officiations as a minister. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and various advisory programs, emphasizing recommendation-based, non-discretionary client relationships alongside broker-dealer product offerings.

Philip Cawley is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Harborview Advisors and Wealthshield Partners. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing, and incorporates ETFs, mutual funds, individual equities, fixed income, independent managers, and AI tools under internal review.

Elizabeth Bussanich is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has three years of industry experience, including prior roles at TD Bank N.A. and a nearly three-decade tenure at BMO Capital Markets. Outside of her advisory work, Bussanich assists with bookkeeping for the Spring Lake Hope Foundation, a nonprofit supporting children with rare illnesses and special needs. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional and high-net-worth clients, employing strategic and tactical asset allocation across affiliated and third-party managers.

Lawrence Blaisdell is a CFP® and Series 63 credentialed advisor with 16 years of industry experience. He is currently with Hightower Advisors and previously spent 14 years at Vigilant Capital Management. Outside of his advisory role, he manages membership units in Blaisdell Capital, LLC, a real estate holding entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with both affiliated and third-party managers. The firm offers services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Ralph Good III is a CFP® with 27 years of industry experience, currently with Steward Partners Investment Advisory, LLC. He has held roles at Steward Partners Investment Solutions and Raymond James Financial Services, among others. Good serves on the investment committee at Waynflete School, where he monitors the school's investment policy and reports to the board. Steward Partners Investment Advisory, LLC is a national enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients with a range of advisory and financial planning services, offering both discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and third-party managers.

Timothy Griffin is a financial advisor at Corient with 14 years of industry experience. He holds a Series 65 designation and previously worked at HM Payson & Co for 19 years before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party solutions and incorporates risk management tools and alternative investments when appropriate.

Michael Nadeau is a CFP®-certified financial advisor with 37 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has held positions at Steward Partners Investment Solutions, Steward Partners Global Advisory, Raymond James Financial Services, and RBC Capital Markets. He is based in Portland, ME. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.

Adam Rothbart is a financial advisor with Integrated Wealth Concepts LLC in Portland, ME, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and has prior experience with LPL Financial, Rothbart Financial Services, LLC, and Allstate Insurance Company. Outside of his advisory role, Rothbart is involved with Wealth By Design, a non-investment-related business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing both internal and third-party asset managers.