Ralph Good III is a CFP® professional with 26 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. He has held positions at multiple Steward Partners entities since 2019 and previously worked at Raymond James Financial Services and Wells Fargo Advisors. Good is a member of the investment committee for Waynflete School, where he assists in monitoring the school’s investment policy and portfolio. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations through a range of portfolio management and financial planning services.

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 23 years of industry experience. He holds a Series 63 designation and has been with H. M. Payson & Co. since 1975 before joining Corient in 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 corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

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 23 years of industry experience. He is currently with Corient in Portland, ME, where he has worked since 2026. Prior to joining Corient, he spent 27 years 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 that integrates in-house strategies with third-party solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

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.

David Butler is a financial advisor with Key Investment Services LLC in Gorham, ME, holding Series 63 and Series 66 designations and 13 years of industry experience. His career includes multiple roles within KeyBank and Key Investment Services LLC dating back to 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client-directed model selection supported by non-binding recommendations, ongoing monitoring, and due diligence of third-party advisory products, while operating within the KeyCorp group and affiliated 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 23 years of industry experience. He has been with Key Investment Services since 2008. Outside of his advisory work, 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 investment selections supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to affiliated financial entities.

Michele Giroux is a CFP® professional with 37 years of industry experience, currently affiliated with Commonwealth Financial Network and Ocean Financial Group. She has been with Commonwealth since 1999 and has served at Ocean Financial Group since 2000, where she is president and sole owner of the private entity operating the securities business. 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 back-office services including trading, technology, compliance, and investment management. The firm offers discretionary model portfolios and multiple program structures, serving both retail 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.