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.

Harry Krigman is a financial advisor at Farther with 42 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wealthshield Partners and Harborview Investments. Krigman also manages several real estate properties through multiple LLCs. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, combining various asset classes and AI tools with advisor judgment.

Richard Andrade is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at TD Bank N.A., Huntington Bank, BB&T, and Citizens Bank, as well as experience with Aceti's Wine & Spirits. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning, and custodial services.

Edward Donohue is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at TD Bank N.A. since 2010, including his current role at TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Jonathan Theberge is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and three years of industry experience. He has been with KeyBank NA since 2013 and joined Key Investment Services LLC in 2023. Outside of his advisory role, he is involved in general construction and property management through ownership of a local construction company. Key Investment Services LLC offers a range of advisory and brokerage products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-driven investment strategy selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Sophie Halpin is a CFP® and Series 66-registered financial advisor with eight years of experience, currently affiliated with Commonwealth Financial Network and Back Cove Financial. She previously worked with The Danforth Group of Wells Fargo Advisors and Maine Conservation Voters. Halpin is also the owner of Halpin With Your Money, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm manages over $212 billion in assets and offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Love Olowu is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 licenses and four years of industry experience. He has worked primarily with TD Bank and its affiliates since 2019, with prior experience at Verizon. 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, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Christopher Lyford is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2023, following a 13-year tenure at VIGILANT Capital Management, LLC. Outside of his advisory role, he serves as a volunteer board member for the Harbor Ridge Resort Homeowners Association in Harbor, ME. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager investment approach and offers portfolio management, financial planning, and retirement consulting through a network of advisor practices.

Kelsey Seavey is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she worked at TD Bank N.A. and was involved with Ted's Fried Clams from 2014 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Andrew Miner is a financial advisor with Principal Financial Services in Portland, ME. He holds a Series 66 designation and has 11 years of industry experience. His prior firms include Commonwealth Financial Network and Curate Partners. Outside of his advisory work, Miner serves as treasurer of an LLC created to support his wife's voice acting career. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Alexander Pantalone is a CFP® with seven years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at VIGILANT Capital Management and Portland Integritas Advisors. He is a board member of the Maine Estate Planning Council, where he organizes educational and social events. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment products.

John Zinn III is a Series 66-licensed financial advisor at &PARTNERS with six years of industry experience. His prior roles include positions at Zinn Wealth Management, Commonwealth Financial Network, and Bank of America. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and ERISA 3(21) consulting. The firm utilizes both discretionary and non-discretionary strategies, leveraging multiple analysis methods and third-party managers as part of its investment approach.

Sheila Menair is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with Back Cove Financial since 2022 and was previously affiliated with Casco Bay Wealth Advisors and Commonwealth Financial Network. Menair is the owner of Menair Investment Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm offers operational support, technology, investment management, and compliance services while advisors maintain discretion over client portfolios.

Shannon Burgess is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, UBS Financial Services, Guardian Life Insurance Company, and Madison Avenue Securities. Burgess is based in Portland, ME. 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 offers portfolio management, financial planning support, and custody services through strategic asset allocation combined with investments from affiliated and third-party managers.

Cameron Payne is a financial advisor at TD Private Client Wealth LLC in Portland, ME, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles within TD Bank and related entities since 2019, as well as positions at KRT Appraisal, Symmetry Financial Group, Macdonald Motors, Pepsi Co, Wal-Mart, and Irving Forest Products. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and uses a systematic approach including affiliated products and a cross-border Private Investment Advisor model.

Matthew Carr is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he owns Carr Investments, LLC, an entity involved in securities, advisory, and insurance businesses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Amelia Mc Carthy is a financial advisor with Hightower Advisors in Portland, ME, holding a Series 66 designation and five years of industry experience. Prior to joining Hightower in 2023, she worked at VIGILANT Capital Management and Putnam Investments, among other firms. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to a variety of investment vehicles through its network of Advisor Practices.

Laura Gebhart is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and four years of industry experience. She has worked at Commonwealth and Back Cove Financial since 2022 and was previously involved with The Foundation for Maine's Community Colleges from 2016 to 2022. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, with discretionary portfolio construction and model portfolios managed by its Investment Management and Research team.

Mary Bennett is a financial advisor with Commonwealth Financial Network in Portland, ME, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has worked at 44 North Financial Partners and Commonwealth Financial Network since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.