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.

Margo Reis is a financial advisor at Key Investment Services LLC with 22 years of industry experience. She holds a Series 66 designation and has been with Key Investment Services since 2011. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group with affiliated banking and capital markets relationships.

Jeffrey Carlisle is a Series 66–licensed advisor with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and was previously with VIGILANT Capital Management, LLC for 21 years. Outside of his advisory role, he holds membership units in a real estate holding entity based in New Hampshire. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles such as 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 designation and three years of industry experience. He has been with Key Investment Services since 2023 and has worked at KeyBank NA since 2013. Outside of his advisory role, he is involved in real estate through ownership and management of rental properties and construction activities in Brunswick, ME. Key Investment Services LLC provides a range of advisory programs and investment products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client direction in investment model selection while offering access to third-party advisory managers and supervisory oversight within the KeyCorp group.

Sophie Halpin is a CFP® with six years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network in Falmouth, ME. She has worked at Commonwealth and Back Cove Financial since 2018 and has prior experience at The Danforth Group of Wells Fargo Advisors and Maine Conservation Voters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors, managing about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services.

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 financial advisor at &PARTNERS with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Commonwealth Financial Network, Back Cove Financial, Bank of America, Merrill, and TD Ameritrade. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing proprietary and third-party investment strategies through the Envestnet platform.

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.

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.