Joshua Bilodeau is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at TIAA-CREF since 2014. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships to TIAA‑administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

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.

Mark Roberts is a CFP® and Series 65-licensed advisor with Independent Advisor Alliance, LLC, bringing two years of industry experience. He also serves as a senior fire investigator for the State of Maine and operates Retire ME Info, LLC, which focuses on retirement plan education and life insurance sales. Independent Advisor Alliance works with a diverse client base, including individuals, small businesses, and retirement plans, providing financial planning, wealth coaching, and portfolio management services through both discretionary and non-discretionary strategies. The firm utilizes a combination of model portfolios, sub-advisors, and technology platforms to support asset management and estate planning.

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.

Palmer Murray is a financial advisor with Hightower Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at HighTower Advisors since 2019 and Lourd Capital Management since 2012. Outside of his advisory work, he serves as a board member and vice chair of the Marlborough School, an independent girls' school. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and financial organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles.

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.

James Violette is a financial advisor at Primerica Advisors with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Violette has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2000. He also teaches the Maine Life and Health Producers license course. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports a range of account-level services.

Casey Mc Clurkin is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Hightower in 2022, he worked at Ameriprise and operated his own independent practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers, and offers a variety of investment vehicles and portfolio management services.

John Zinn Jr. is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Commonwealth Financial Network, Back Cove Financial, and Wells Fargo Advisors. He is a co-owner of Zinn Wealth Management, LLC, which facilitates securities, advisory, and insurance business. &PARTNERS serves individual and institutional clients ranging from non-wealth to high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using proprietary and third-party strategies through the Envestnet platform, and operates as both a broker-dealer and registered investment adviser with a range of investment and financial planning services.

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.

Daniel Lay is a financial advisor with Corient, holding a Series 65 designation and 19 years of industry experience. He worked at H.M. Payson & Co for 20 years before joining Corient in 2026. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

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.

Stephen Potts is a financial advisor with Hightower Advisors in New Gloucester, ME, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at HighTower Advisors LLC since 2019 and prior to that was with Mora Wm Securities LLC from 2013 to 2019. Outside of his advisory work, he has seasonal employment at the US Open Tennis Tournament. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

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.