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.

Christine Emerson is a CFP® professional with over seven years of experience in financial advisory roles. She has worked at Corient since 2026 and previously held positions at HM Payson and WIPFLI/Macpage LLC. 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 uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Sarah Mosley is a financial advisor with Eagle Strategies (New York Life) and holds the Series 66 designation. She has 14 years of industry experience and has been with Eagle Strategies since 2013. Mosley is the owner of Mosley Financial Group and serves on the Morningstar Advisor Workstation Client Advisory Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and focuses on tailoring recommendations to client objectives and plan sponsor criteria, with a substantial portion of assets managed on a non-discretionary basis.

Sean Hussey is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Farther in Portland, ME, joining the firm in 2026 after working at Wealthshield Partners and Harborview Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a variety of asset classes including ETFs, mutual funds, equities, and fixed income.

Bryce Kronk is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Fore River Financial since 2019. He previously worked at Edward Jones from 2016 to 2019. In addition to his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad support platform including managed-account programs, third-party asset manager access, and custody services.

Colin Greening is a financial advisor at Corient with a Series 65 designation and no prior industry experience. His work history includes roles at HM Payson, Chenmark Capital, Harvard Business School, and the Toronto Maple Leafs. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investments where appropriate.

Joshua Kezer is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. His work history includes multiple roles within Key Investment Services LLC and KeyBank since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence of third-party advisory products.

Jason Margeson is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with Bankers Life Securities and held positions at Great Falls Marketing and Casco Bay Steel. In addition to advising, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.

Bennett Gasowski is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Fidelity Investments and TD Bank. 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 clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Chadwick Weber is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Commonwealth and 44 North Financial Partners since 2012. Outside of his advisory work, he serves as a trustee for a testamentary trust and holds ownership interests in several private entities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and technology support, allowing advisors discretion in portfolio construction across diverse securities and insurance products.

Tural Nadirli is a financial advisor with Raymond James Financial in Portland, ME, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for seven years and has held roles at Infinity FCU and the University of Southern Maine. He also serves as an independent contractor for North Atlantic Investment Partners, a support company connected to his work through Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs analytical tools and risk profiling to tailor investment recommendations and supports municipal and public-finance advisory work.

John Dolloff is a financial advisor with UBS Financial Services in Portland, ME, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he serves as a trustee for the Maine Audubon Society. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment and capital markets solutions.

James Olson is a Series 66-licensed financial advisor with Morgan Stanley, based in Portland, ME, and has 18 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has previous experience with Citigroup Global Markets dating back to 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and models to support client outcomes.