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.

Normand Poulin Jr. is a financial advisor with Commonwealth Financial Network in Auburn, ME, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1998 and Casco Bay Wealth Advisors since 2013. Outside of advisory work, he is a part owner of CBWA Holdings, LLC, an operating company for securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including wealth management and retirement plan consulting. The firm offers operational and compliance support while enabling advisors to construct client portfolios across various securities and insurance products.

Margaret Reinfried is a CFP® with 13 years of industry experience. She has been with Corient since 2026 and previously worked at HM Payson for 12 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and customized asset allocation.

Taha Siddiqui is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and having nine years of industry experience. His work history includes roles at TD Bank N.A., TD Bank LLC, Wells Fargo Funds Distributor, LLC, and Putnam Investments. 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 constructs portfolios using a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.

Thomas Pierce is a financial advisor at Corient with 24 years of industry experience. He holds a Series 63 designation and has worked at H. M. Payson & Co. since 1975. 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, employing risk management tools and alternative investment options where appropriate.

April Grant is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. She has been associated with Bankers Life Securities since 2018 and Bankers Life & Casualty since 2013. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with 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 manages portfolios across various securities in line with clients’ goals and risk tolerances.

Amber Shaw is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to her role at Bankers Life Advisory Services, she worked with Instacart and has been involved with Bankers Life & Casualty, Inc. as a unit field trainer, recruiting and training insurance agents and assisting clients with Medicare and various insurance products. 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 uses a combination of fundamental, technical, and cyclical analysis methods to create tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

William Hall III is a CFP®, CFA®, and Series 63-licensed financial advisor with 17 years of industry experience. He has been with Clearstead since 2015 and is based in Portland, ME. Clearstead serves both affluent private clients and institutional clients, offering a range of services including investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that incorporates portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

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.

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. Outside of his advisory role, he is a member of JRDM Rentals LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee models, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group and working closely with affiliated financial entities.

David Butler is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His work history includes multiple roles at Key Investment Services and KeyBank since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.