Zachary Means is a financial advisor with Means Wealth Management, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has been affiliated with Means Investment Co., Inc. since 2009. Outside of his advisory role, he serves as a director at Machias Savings Bank and owns a holding company that manages a camp on Moosehead Lake. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies tailored to client needs and offers services including portfolio management, financial planning, and business exit planning.

Lucie Estabrook is a Series 65-licensed financial advisor at Birchbrook with 15 years of industry experience. She has been with Deighan Wealth Advisors since 2010. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence in its investment process and offers fiduciary and estate-administration services, often providing trustee services without a separate fee.

Jennifer Eastman is a financial advisor at Birchbrook with six years of industry experience. She holds a Series 65 designation and previously worked at Rudman Winchell for eight years before joining Birchbrook in 2018. Outside of her advisory role, she is involved in legal services. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental analysis and manager due diligence, offers fiduciary and estate-administration services, and provides tailored portfolios including ESG-focused options.

Charles Mussallem is a CFA® charterholder with two years of industry experience. He has worked at Birchbrook since 2023 and previously was involved with JM Family Trust and Mussallem Galleries. Outside of his advisory role, he is active in Mussallem Galleries, where he selects paintings and rugs for the art gallery. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm emphasizes fundamental equity analysis and manager due diligence, offering tailored portfolios including ESG options, and provides fiduciary and estate-administration services often without separate trustee fees.

Paul Means is a financial advisor at Means Wealth Management with 55 years of industry experience. He holds a Series 63 designation and has worked at Means Investment Co., Inc. since 1971. Outside of his advisory work, he serves as Chairman of the Investment Committee and a board member for the Bangor Region YMCA, a charitable organization supporting community wellness. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and exit planning, employing active and passive strategies tailored to client needs and utilizing third-party sub-advisers when appropriate.

Chad Kelley is a CFP® and Series 65-licensed advisor at Means Wealth Management with two years of industry experience. He previously worked at Bangor Savings Bank and Cross Insurance Center. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and employer retirement plans through discretionary and non-discretionary portfolio management, integrated financial planning, and exit planning for business owners. The firm uses both active and passive model portfolios tailored to client goals and risk tolerance and offers additional services such as options strategies, margin use, and project-based exit planning.

John Dudley is a Series 66-licensed financial advisor with 24 years of industry experience, currently working at Means Wealth Management since 2011. He serves as president of Delivery Logistics Inc., a FedEx Ground contracted service provider. Means Wealth Management is a team of 13 advisors offering advisory services to individuals, high-net-worth clients, trusts, estates, non-profits, corporations, and qualified retirement plans. The firm employs both active and passive investment strategies, customizes allocations to client needs, and offers financial and exit planning services.

Erin Barry is a financial advisor at Means Wealth Management with seven years of industry experience. She holds a Series 65 designation and has worked at Means Wealth Management since 2019. Prior to her current role, Barry was employed at Penobscot Community Health Care and Northern Light Health. She also serves as a corporator for Machias Savings Bank and acts as a goodwill ambassador providing regional insights when requested. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, customizes portfolios based on client needs, and offers services including financial and exit planning.

Jenifer Butler is a financial advisor at Birchbrook with 23 years of industry experience. She holds the CFP® and CFA® designations and has worked at Birchbrook since 2021, following a 27-year tenure at Deighan Associates, Inc. Birchbrook is a fee-only registered investment adviser serving individuals, trusts, estates, corporations, charitable organizations, and self-directed retirement plans. The firm offers investment management, financial planning, fiduciary services, and estate administration, with an investment process focused on fundamental analysis and manager due diligence, including ESG-focused portfolios.

Jamie Lamson is a Series 65-licensed advisor at Royal Fund Management, LLC with one year of industry experience. Prior to joining Royal Fund Management, Lamson held roles at Paradise Shop n Save, Hannaford, NorthPoint Financial LLC, and the University of Maine. Royal Fund Management serves a diverse client base including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm constructs tailored portfolios based on documented risk tolerance and employs a range of investment strategies, managing approximately $1.55 billion in assets with a team of 83 advisors.

Thomas Harnish is a financial advisor with Northeast Planning Associates, Inc., holding a Series 66 designation and 25 years of industry experience. His career includes roles at LPL Financial, Mid Atlantic Financial Management, and Voya Financial Advisors. Outside of advisory work, he is the owner of Harnish Racing LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets through a team of about 70 advisors.

Chelsie Crane is a Series 65-licensed financial advisor with Advisory Services Network in Hampden, ME, bringing five years of industry experience. Her work history includes roles at Clear Path Financial Services and AOS 94. Outside of finance, she owns a floral design business and assists with a cut flower farm in Maine. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a variety of portfolio management and financial planning services, employing strategies tailored to clients’ objectives and risk tolerances.

Craig Grover is a financial advisor with Northeast Planning Associates, Inc., holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. He has worked at Northeast Planning Associates since 2016 and has prior experience with LPL Financial, Mid Atlantic Financial Management, and Voya Financial. Northeast Planning Associates, Inc. is an SEC-registered investment adviser that provides modular financial planning, discretionary investment management, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $414 million in discretionary assets with a team of about 70 advisors serving nearly 959 clients.

Anthony Smart is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1995. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses and offers investment solutions through platforms like Envestnet and Pershing.

John Tilton is a financial advisor with Northeast Planning Associates, Inc. in Bangor, ME, holding a Series 66 designation and eight years of industry experience. He has worked at Northeast Planning Associates and LPL Financial since 2017 and previously was with Darling's Auto Group. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Christopher Austin is a Series 65 licensed advisor with Advisory Services Network, LLC, based in Hamden, Maine, and has two years of experience in the industry. He also has a longstanding role as an insurance agent with FA Peabody since 2011. Outside of his advisory work, Austin serves as Vice President of Standby to Fly Initiative, a nonprofit organization focused on fundraising for veteran causes. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Daren Seekins is a financial advisor with Northeast Planning Associates, Inc. in Bangor, ME, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Northeast Planning Associates since 2004 and also affiliated with LPL Financial since 2007. Seekins is a principal owner and producer at Maine Wealth Planning, LLC, an insurance agency. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Jeffrey Truchon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and ten years of industry experience. He has been with Foundations since 2016 and also serves as an independent insurance producer, providing fixed annuity and life insurance solutions through Sovereign Wealth Management, LLC. Foundations Investment Advisors LLC offers financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing strategy, and provides services through a large network of affiliated offices.

Jacob Hirsch is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior experience working in educational roles at the University of Maine, Bangor High School, and Cohen Middle School. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by providing financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets and employs a diversified investment process that blends passive and active strategies overseen by an internal Investment Committee.

Darin Jandreau is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio management and offers various wrap programs with custodial and trade execution services through Pershing.