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.

Michael Simmons is a financial advisor with Hightower Advisors in New Gloucester, ME, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

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.

David Shaughnessy is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Corient. His prior work includes seven years at H.M. Payson and Co and eleven years at F.L. Putnam Investment Management Co. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

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.

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.

Linus Nygard is a financial advisor at EP Wealth Advisors with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and JP Morgan Chase Bank. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using a combination of fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document preparation for eligible clients.

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.

Andrew Burns is a financial advisor with Key Investment Services LLC in Brunswick, ME, holding a Series 66 designation and 20 years of industry experience. He has been with Key Investment Services since 2012. Outside of his advisory role, Burns is an owner of a long-term residential rental business in Portland, ME. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection with financial professionals providing non-binding recommendations and ongoing monitoring, supported by due diligence and supervisory oversight.

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 at TIAA-CREF with a Series 66 designation and three years of industry experience. He has been with TIAA-CREF and its related entities since 2021. Prior to his advisory career, his work history includes roles outside the financial industry and time at the University of Maine Orono. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both one-time planning and ongoing portfolio management with a fiduciary standard applied to its advisory services.

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.