Norman Levesque is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at WealthShield Partners, LLC and Harborview Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm uses a Modern Portfolio Theory-based approach, employing proprietary models and algorithmic rebalancing across various asset classes while integrating AI tools and maintaining internal controls.

Stephanie Greenlaw is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has three years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. and Bankers Life Securities, Inc., and previously managed operations at Union Bluff Hotel. Outside of advisory duties, she is a licensed insurance agent with Bankers Life and Casualty Company. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, utilizing a blend of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with client objectives.

Alexander Mills is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. Prior to joining Commonwealth in 2023, he worked at Casco Bay Wealth Advisors, MML Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. Outside of his advisory role, he serves as a coach and instructor at South Portland High School. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including customized portfolio management, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Randall Richard is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has a long career including over 26 years at Richard Brothers Securities and ongoing leadership as president of Allegiance Financial Group, where he provides financial planning, investment management, and insurance services. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management and financial planning services. The firm combines evidence-based asset allocation with actively managed strategies and supports its services through affiliated accounting, legal, and trust entities.

Jonathan Runyambo is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has experience working at CAPTRUST Financial Partners and Daybreak Financial Partners, and previously held roles in education and retail. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Joshua Winkler is a financial advisor with TD Private Client Wealth LLC in Portland, ME, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His career includes multiple roles across TD Bank N.A., Citizens Bank, and PNC Investments. TD Private Client Wealth LLC serves institutional clients, high-net-worth private clients, and retail investors through discretionary wrap-fee managed account programs and brokerage services, employing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

James Nylund is a CFP®-credentialed financial advisor with 13 years of industry experience, currently based in Portland, ME. He has worked with Steward Partners Investment Advisory, LLC and related entities since 2019 and previously held roles at Raymond James Financial Services and Wells Fargo. Outside of his advisory work, he serves on the finance committee of Sweetser, a nonprofit organization. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Gavin Parker is a financial advisor with TD Private Client Wealth LLC, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior roles include positions at TD Ameritrade and Citizens Securities, Inc. He is based in Portland, Maine. 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 investors, utilizing a mix of affiliated and third-party managers within a structured portfolio management framework.

Christine Byrne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with Commonwealth since 1992 and has worked at Back Cove Financial since 2004. Outside of her advisory work, she is involved in fixed insurance sales through Back Cove Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while enabling advisors to offer advice under Commonwealth’s supervision.

Everett Coulter is a CFP® and Series 65 registered advisor at Corient with experience spanning several firms since 2017, including Atlantic Trust and Bangor Savings Bank. He began his career after graduating from the University of Maine Orono and has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team approach combining in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Connor Baldwin is a financial advisor with TIAA-CREF in Portland, ME, holding a Series 66 designation and four years of industry experience. His work history includes roles at TIAA and TIAA-CREF Individual & Institutional Services, LLC. Prior to his financial advisory career, Baldwin held various positions including roles in hospitality and education. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and provides both planning and ongoing portfolio management services under a fiduciary standard.

Anne Perley is a financial advisor at TIAA-CREF with seven years of industry experience. She holds a Series 66 designation and has worked previously at Robinson Smith Wealth Advisors, LLC, RBC Capital Markets, LLC, and TIAA. Outside of her financial advisory role, she performs stand-up comedy on an ad hoc basis. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm offers both point-in-time planning and ongoing discretionary portfolio management using model or customized portfolios, and also serves as adviser to a donor-advised fund.

Joseph Cote is a CFP® professional with 13 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Casco Bay Wealth Advisors. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, and Fidelity Investments. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and customizable investment solutions across various program structures.

Christine Balfour is a financial advisor at Steward Partners Investment Advisory, LLC with 25 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors. She is based in Portland, ME and holds Series 63 and Series 66 designations. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of advisory and portfolio management services through both proprietary and third-party solutions.

Lucas Legler is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Bank of America, Fisher Investments, and LPL Financial. Legler is based in Tampa, FL. 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 clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Zachary Lauzon is a CFP® and holds a Series 66 license with 12 years of experience in the financial industry. He has worked at Savant Wealth Management since 2026 and previously spent 14 years with Richard Brothers Securities and Richard Brothers Financial Advisors. Lauzon serves as a relationship manager supporting insurance sales and client account management at Richard Brothers Financial Advisors. Savant Wealth Management serves 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 sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Grey Terry is a CFP® with 18 years of industry experience, currently serving at Hightower Advisors since 2011. He holds the Series 66 designation and is based in Falmouth, ME. Terry has been associated with both Hightower Advisors and Hightower Securities, LLC over the past 15 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management strategies alongside financial planning and retirement consulting.

Fabricio Cruz is a financial advisor with TD Private Client Wealth LLC in Portland, ME, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at TD Bank N.A. and Royal Alliance. 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 accounts. The firm offers portfolio management, access to mutual funds, ETFs, and separately managed accounts, combining strategic and tactical asset allocation through both affiliated and third-party managers.

Jeffrey Carlisle is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He previously spent 21 years with VIGILANT Capital Management, LLC before joining Hightower in 2023. Outside of his advisory role, he holds membership units in Market View, LLC, a New Hampshire real estate holding entity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, including mutual funds, ETFs, and alternative investments.

Cynthia Morris is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2015. Outside of her advisory role, she serves on the Internal Review Committee for the Episcopal Diocese of Maine and is Vice President of a condominium association in Portland, both unpaid positions. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.