Stephen Schaeffer is a financial advisor with Momentum Independent Network Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Hilltop Securities Independent Network Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients. The firm offers a range of services such as investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage, leveraging third-party managers and integrated platforms for investment delivery and account management.

Jeremiah Tucker is a financial advisor at Independent Wealth Network, Inc. with five years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Charles Schwab, Bank of America, Merrill, and Foreside Fund Services. Outside of his advisory work, he has worked as a bartender at O'Reilly's Cure. Independent Wealth Network serves individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations, providing wealth management, financial planning, and consulting services. The firm employs a variety of portfolio strategies and utilizes both third-party models and direct discretionary authority in managing client assets.

Jennifer Orr is a financial advisor with TD Private Client Wealth LLC in Portland, ME, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at LPL Financial for ten years before joining TD in 2025. Outside of her advisory role, she is involved in small-scale farming activities. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm utilizes a range of proprietary and third-party investment portfolios combining strategic and tactical asset allocation, with a focus on percentage-of-AUM wrap fees and the use of affiliated managers.

Hoang Phan is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and several other companies. Phan also serves as a unit field trainer, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals, risk tolerances, and time horizons.

Edward Turrisi is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at First Citizens Investor Services, Wells Fargo, Edward Jones, and The Washington Trust Company. Outside of his advisory work, he serves as a consultant for an optometric practice, providing advice on business operations and financial management. Key Investment Services LLC offers a range of advisory programs, model portfolios, and managed accounts to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Benjamin Chasse Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at KeyBank, Mass Mutual Investors Services, and Auburn Savings 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. The firm offers portfolio management, access to mutual funds, ETFs, and separately managed accounts, utilizing a mix of affiliated and third-party sub-managers combined with strategic and tactical asset allocation.

Michael Secord is a financial advisor at Bankers Life Advisory Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bankers Life and its affiliated entities since 2013. Outside of his advisory role, he is licensed to sell Medicare Supplement and other insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios, utilizing a range of securities and offering both wrap and non-wrap programs.

Smit Desai is a financial advisor at Savant Wealth Management with three years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Richard Brothers Securities and Whitridge Associates. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers related services through affiliated accounting, legal, and trust entities.

Alexander Fallon is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes positions at Fifth Third Bank, Alliance Financial Group, and various roles outside finance, such as at Stockbridge Golf Club and Spring Run Golf Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within client-selected plan lineups.

Chad Wyrwicz is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at First Command Financial Services, 101 Mobility, Handy Man Rentals, and Artas Designs. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Gwfs Equities, Inc. for 11 years. Welch serves on the board of directors for Derry Pathfinders, a nonprofit snowmobile club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping platforms.

April Grant is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and eight years of industry experience. She has been associated with Bankers Life Securities since 2018 and Bankers Life & Casualty since 2013. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across various securities in line with clients’ goals and risk tolerances.

Amber Shaw is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to her role at Bankers Life Advisory Services, she worked with Instacart and has been involved with Bankers Life & Casualty, Inc. as a unit field trainer, recruiting and training insurance agents and assisting clients with Medicare and various insurance products. 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 methods to create tailored asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Aaron Case is a CFP® professional with 20 years of industry experience, currently serving at TD Private Client Wealth LLC. He previously worked at LPL Financial, LLC and TD Bank N.A. Outside of finance, he assists in the family business, Domestiks Cleaning Service. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a blend of affiliated and third-party sub-managers to construct portfolios.

Joshua Milligan is a financial advisor at Key Investment Services LLC with 27 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2005. Outside of his advisory role, he is a member of JRDM Rentals LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee models, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, operating within the KeyCorp group and working closely with affiliated financial entities.

David Butler is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His work history includes multiple roles at Key Investment Services and KeyBank since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Benjamin Carroll is a financial advisor at Savant Wealth Management in South Portland, ME. He holds a Series 65 credential and has been in the industry since 2025. His prior experience includes roles at Richard Brothers Financial Advisors, Richard Brother Securities, and Saco & Biddeford Savings Institution. Savant Wealth Management serves a diverse client base, including 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 offers integrated services through affiliated accounting, legal, and trust entities.

Michele Giroux is a CFP® professional with 38 years of experience in the financial services industry. She has been affiliated with Commonwealth Financial Network since 1999 and serves as president and sole owner of Ocean Financial Group, a private entity operating in the securities business. Her career also includes over two decades at Ocean Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors. The firm provides a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, offering both proprietary and outsourced portfolio solutions to individual and institutional clients.

Scott Kehoe is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2000. Kehoe serves as a trustee for the Martin Murphy trust, providing guidance on trust matters. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Scott Barker is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Bankers Life Advisory Services and related affiliates since 2005, serving in various roles including Branch Sales Manager for Bankers Life & Casualty. Barker is a board member of the Maine chapter of the Alzheimer's Association. 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 employs a blend of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.