Neal Richard is a financial advisor at Savant Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Allegiance Capital, L.L.C. and Allegiance Financial Group, Inc. He is also CFO and an advisor at Richard Brothers Financial Advisors, a registered investment advisory firm. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services.

Ann Mohammad is a Series 65 licensed financial advisor at Hightower Advisors with 17 years of industry experience. She previously worked for Vigilant Capital Management LLC for 10 years before joining Hightower Advisors in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, using a multi-manager model that combines affiliated and third-party managers with proprietary research and customized portfolio construction.

Joel Ouellette is a CFP® and Series 66-registered financial advisor with Commonwealth Financial Network, where he has worked since 2018. He has seven years of industry experience, including prior roles at Back Cove Financial and Rogue Industries. Ouellette serves on the Economic Development Committee for the City of South Portland, Maine. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of advisory platforms and services, including discretionary and nondiscretionary managed-account programs and access to third-party asset managers.

Alex Robert is a financial advisor with Steward Partners Investment Advisory, LLC in Portland, ME. He holds a Series 66 credential and has one year of industry experience. Prior to joining Steward Partners, he worked at AlphaSights and State Street Global Advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing roughly $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services.

Barbara Appleby is a financial advisor with Commonwealth Financial Network in Portland, ME, holding a Series 66 designation and with 28 years of industry experience. She has been co-owner of Daybreak Financial Partners since 2001 and has worked with Commonwealth Financial Network since 1999. Outside of her advisory work, she is the founder and director of Morninglight Ministries, a non-denominational women's prayer group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Noah Petrucci is a financial advisor at Corient in Portland, ME, holding the CFA® designation and Series 63 license. He has experience working at Corient since 2026, following seven years at HM Payson and six years at Lord Abbett & Co. 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 corporate entities. The firm employs a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, using risk management tools and alternative investment options where appropriate.

Laura Linscott is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at Savant Wealth Management since 2026 and previously spent a decade with Richard Brothers Securities and Richard Brothers Financial Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Normand Jordan is a CFA® charterholder currently with Corient in Portland, ME, where he has worked since 2026. He has prior industry experience at HM Payson and Key Bank, spanning a total of 10 years in financial services. 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 incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Christopher Penfield is a CFP® with 15 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 11 years at Vigilant Capital Management, LLC. He is based in Portland, ME. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach includes manager selection and multi-manager solutions utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

William Todd III is a financial advisor with Farther in Portland, ME, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at Wealthshield Partners and Harborview Advisors. Outside of advisory work, he is a partner at CERTINE, LLC, a company involved in flatware research and distribution. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm’s investment approach uses Modern Portfolio Theory with proprietary models and algorithmic rebalancing, employing a range of asset classes and augmented by AI tools under internal controls.

Robert Garofoli is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and LPL Financial. He has been with TIAA-CREF since 2017. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management and includes services such as customized portfolio management and donor-advised fund advisory.

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.

Patrick Carrigan is a CFP®-certified financial advisor with three years of industry experience. He is currently affiliated with Principal Financial Services and has prior work experience in the building and construction sectors. Carrigan also engages in the sale of various insurance products including life, disability, annuities, health, and Medicare-related insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services focus on financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.