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.

Richard Price is a CFP® professional at Corient with over a decade of industry experience, including prior roles at HM Payson and First Advisors. He is based in Portland, ME, and has been with Corient since 2026. 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 corporations. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party managers and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

David Butler is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with KeyBank and Key Investment Services since 2012. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment, advisory, and ancillary insurance services.

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.

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.

Scott Kehoe is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2000. Kehoe serves as a trustee for the Martin Murphy trust, providing guidance on trust matters. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Matthew Emery is a financial advisor at Hightower Advisors in Falmouth, ME, holding a Series 66 designation with eight years of industry experience. He previously worked for Prime Buchholz LLC for five years before joining Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

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.

Sarah Halpin is a financial advisor with Commonwealth Financial Network, holding CFP® certification and Series 63 and 65 licenses. She has 28 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. She is co-owner of Back Cove Financial, LLC, and owner of Halpin Wealth Management Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers various investment solutions, including discretionary model portfolios and personalized indexing options, while enabling advisors to manage client portfolios with a broad selection of securities and insurance products.

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.

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.

Tyler Cyr is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. He has been with TD Private Client Wealth LLC and affiliated TD Bank entities since 2015. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, supported by an advisory platform and third-party custodians.