Jennifer Orr is a financial advisor with TD Private Client Wealth LLC in Portland, ME, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at LPL Financial for ten years before joining TD in 2025. Outside of her advisory role, she is involved in small-scale farming activities. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm utilizes a range of proprietary and third-party investment portfolios combining strategic and tactical asset allocation, with a focus on percentage-of-AUM wrap fees and the use of affiliated managers.

Kristin Guibord is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has worked with Commonwealth Financial Network since 2004 and co-owns Daybreak Financial Partners, where she has been active since 2006. Guibord also contributes as a guest TV commentator for WMTW in Portland, ME. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and model portfolio management. The firm offers flexible program structures and operates as a platform provider delivering operations, compliance, and technology support to affiliated advisors.

Hoang Phan is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and several other companies. Phan also serves as a unit field trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Edward Turrisi is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at First Citizens Investor Services, Wells Fargo, Edward Jones, and The Washington Trust Company. Outside of his advisory work, he serves as a consultant for an optometric practice, providing advice on business operations and financial management. Key Investment Services LLC offers a range of advisory programs, model portfolios, and managed accounts to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Richard Scalia Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He is also the owner of Scalia Wealth Management, LLC, which he has led since 2018. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, and National Planning Corporation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, managing roughly $212.7 billion in client assets.

Peter Metcalf Jr. is a CFP® professional with 16 years of industry experience, currently advising through Independent Advisor Alliance, LLC. He has worked at Morgan Stanley in various capacities from 2014 to 2024 and joined LPL Financial in 2024. He operates multiple investment advisory entities under Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing comprehensive asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with the use of model portfolios, sub-advisors, and various analytical techniques, supported by technology platforms to enhance client service.

Nellie Methot is a CFP® professional with 11 years of industry experience, currently affiliated with Janney Montgomery Scott. She has worked at Janney since 2015. Outside of her advisory role, she manages a real estate property in Salt Lake City on a limited basis. Janney Montgomery Scott 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 municipalities, offering a range of brokerage, financial planning, and advisory services.

Benjamin Chasse Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at KeyBank, Mass Mutual Investors Services, and Auburn Savings Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, access to mutual funds, ETFs, and separately managed accounts, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Melissa Duffy is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 licenses and has 30 years of industry experience. She has been with Hightower Advisors and Hightower Securities, LLC since 2015. Outside of her advisory role, she is involved in independent fixed insurance activities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection, use of affiliated and third-party managers, and access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Camille White is a financial advisor at Corient with a Series 65 designation and one year of industry experience. Prior to joining Corient in 2026, she worked at HM Payson from 2024 to 2026 and held positions at Reveler Development, Biomed Realty, and Newmark. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, risk management tools, and alternative investment options.

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.

Stephen Bennie is a CFA® charterholder affiliated with Primerica Advisors and currently works at Park Avenue Securities. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to that, he spent over a decade at Castle Point Funds Management Limited. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in assets under management and supports a range of investment strategies and lending solutions.

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.