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.

Brenton Lane is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at Equity Services and National Life Group since 2011. Lane is also engaged in selling life and disability insurance as an agent. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term investment strategies and options for shorter-term trading.

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.

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. 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.

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, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Key Investment Services since 2008. Outside of his advisory role, he is a 50% stakeholder in Spellbound Biscotti LLC, a cookie manufacturing company. 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 model selection and ongoing monitoring, operating within the KeyCorp group and maintaining affiliated relationships with KeyBank and KeyBanc Capital Markets.

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.

Ian Trumpler is a financial advisor at Hightower Advisors with three years of industry experience. He previously worked at Ameriprise and has held roles outside finance, including positions at Staples Inc. and Dunegrass Golf Course. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and custom indexing strategies.