William Hall III is a CFP®, CFA® with 17 years of industry experience. He is currently with Clearstead Advisory Solutions and previously worked at Hartland & Co for 11 years and Zephyr Management, L.P. for five years. Clearstead serves affluent private clients and institutional clients, offering investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs an investment process that includes portfolio analytics, manager research, strategic asset allocation, and proprietary Direct Indexing strategies.

John Beliveau is a CFP® and CFA® with 24 years of industry experience. He has been with Corient since 2026, following a 27-year tenure at H. M. Payson & Co. based in Portland, ME. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach integrating in-house strategies with third-party managers and uses risk management tools and alternative investment options where appropriate.

Jacqueline Gervais is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 26 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors. She 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, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Aaron Case is a CFP® professional with 20 years of industry experience, currently serving at TD Private Client Wealth LLC. He previously worked at LPL Financial, LLC and TD Bank N.A. Outside of finance, he assists in the family business, Domestiks Cleaning Service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a blend of affiliated and third-party sub-managers to construct portfolios.

Edward Mathews III is a CFP® professional with 12 years of experience, currently affiliated with Money Concepts Capital Corp. since 2019. He also owns a legal services practice in Greenland, NH, where he works as an attorney, and he prepares income tax returns seasonally through JD Stewart Financial. Money Concepts Capital Corp. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, proprietary and third-party strategies, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

Joshua Milligan is a financial advisor at Key Investment Services LLC with 27 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2005, following three years at KeyBanc Capital Markets Inc. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs and utilizes a multi-provider model that includes internal and third-party portfolio managers, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

Benjamin Carroll is a financial advisor at Savant Wealth Management in South Portland, ME. He holds a Series 65 credential and has been in the industry since 2025. His prior experience includes roles at Richard Brothers Financial Advisors, Richard Brother Securities, and Saco & Biddeford Savings Institution. Savant Wealth Management serves a diverse client base, including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Patrick Sawyer is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and three years of industry experience. He has worked at TD Private Client Wealth LLC since 2022 and previously held positions at TD Bank N.A., Wells Fargo Clearing, Wells Fargo Bank, 1st Source Bank, and Homemaker. 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 TDIS clients. The firm offers portfolio management, financial planning support, and access to mutual funds, ETFs, and separately managed accounts through strategic and tactical asset allocation combined with both affiliated and third-party sub-managers.

James Flower is a Certified Financial Planner® with 19 years of industry experience. He is currently with Corient in Portland, ME, where he has worked since 2026 following an 11-year tenure 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 corporate entities. The firm employs a goals-based, team investment approach, integrating in-house strategies with third-party managers and utilizing risk management tools to align portfolios with client objectives.

Sean Langan is a financial advisor with Key Investment Services LLC in Portland, ME, holding Series 63, Series 65, and Series 66 licenses and 23 years of industry experience. He has been with Key Investment Services since 2008, following three years at Valic Financial Advisors. Outside of his advisory role, he is a 50% stakeholder in Spellbound Biscotti LLC, a cookie manufacturing company. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs and uses a multi-provider model that includes discretionary implementation and portfolio design by the Key Wealth Chief Investment Office and third-party managers.

William Beaudoin is a financial advisor with Integrated Wealth Concepts LLC in Kennebunkport, ME, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Integrated Wealth Concepts and associated with LPL Financial since 2016. Outside of his advisory role, he has involvement in non-variable insurance products including fixed, life, and long-term care insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Michele Giroux is a CFP® professional with 38 years of experience in the financial services industry. She has been affiliated with Commonwealth Financial Network since 1999 and serves as president and sole owner of Ocean Financial Group, a private entity operating in the securities business. Her career also includes over two decades at Ocean Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, offering both proprietary and outsourced portfolio solutions to individual and institutional clients.

Scott Barker is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Bankers Life Advisory Services and related affiliates since 2005, serving in various roles including Branch Sales Manager for Bankers Life & Casualty. Barker is a board member of the Maine chapter of the Alzheimer's Association. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Samuel Burgoyne is a Series 65-credentialed advisor at Corient with one year of industry experience. His prior roles include positions at HM Payson & Co., Enterprise Truck Rental, and Enterprise Rent A Car. Burgoyne has also worked in various capacities related to golf clubs and higher education institutions. 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 corporations. The firm utilizes a goals-based, team investment approach combining proprietary strategies with third-party managers, integrating risk management tools and alternative investments as appropriate.

Joshua Bilodeau is a financial advisor with TIAA-CREF in Portland, ME, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management and serves as adviser to a donor-advised fund.

Christopher Dougherty is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been co-owner of 44 North Financial Partners, LLC since 2012, where he also conducts fixed insurance sales. Dougherty is based in Yarmouth, ME. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing affiliated advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Mark Roberts is a CFP® and Series 65-licensed advisor with Independent Advisor Alliance, LLC, bringing two years of industry experience. He also serves as a senior fire investigator for the State of Maine and operates Retire ME Info, LLC, which focuses on retirement plan education and life insurance sales. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, and retirement plans, providing financial planning, wealth coaching, and portfolio management services through both discretionary and non-discretionary strategies. The firm utilizes a combination of model portfolios, sub-advisors, and technology platforms to support asset management and estate planning.

Michael Sheahan is a financial advisor at TD Private Client Wealth LLC based in Portland, ME, with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining TD Private Client Wealth LLC in 2025, he spent ten years at Fidelity Brokerage Services LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through platforms supported by Envestnet and Pershing.

Jonathan Stewart is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Money Concepts FPC since 2009 and has concurrent leadership roles at J.D.S. Mortgages of Maine and J.D. Stewart Financial, which he has been associated with since 2002. Stewart serves as treasurer and board officer of the Saco Yacht Club, a nonprofit organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm utilizes model-driven, asset-allocation investment approaches and operates as an enterprise-scale adviser with several hundred advisors managing billions in assets.

Palmer Murray is a financial advisor with Hightower Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at HighTower Advisors since 2019 and Lourd Capital Management since 2012. Outside of his advisory work, he serves as a board member and vice chair of the Marlborough School, an independent girls' school. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles.