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.

James Gavin is a financial advisor at Bankers Life Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty, Inc. from 2009 to 2020. He was also involved with the Greater York Region Chamber of Commerce for nine years. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients' goals, risk tolerances, and time horizons.

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.

Trent Cunningham is a Series 66 licensed advisor with Key Investment Services LLC, where he has worked since 2009. He has 21 years of industry experience. Outside of his advisory role, Cunningham serves as secretary and treasurer for the Orion Way Road Association, a local road maintenance organization in Windham, Maine. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and model portfolios. The firm emphasizes client-directed investment decisions supported by non-binding advisor recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

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.

Brett Payne is a financial advisor with TD Private Client Wealth LLC in Yarmouth, Maine. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions at TD Bank N.A., Waites Sensor Technologies, Southern New Hampshire University, Irving Forest Products, American Income Life, and Sunday River. 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 TDIS clients. The firm employs a combination of strategic and tactical asset allocation utilizing affiliated and third-party sub-managers, with services including ongoing portfolio management, financial planning support, and custody through third-party custodians.

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.