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 with Means Wealth Management in Bangor, ME, holding a Series 63 designation and over 50 years of industry experience. He has been affiliated with Means Investment Co., Inc. since 1971. Outside of his advisory role, he serves as Chairman of the Investment Committee and Board Member for the Bangor Region YMCA, a charitable organization supporting community wellness, and he is also Chairman of the Investment Committee for Penobscot Associates, an investment club with 50 members. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm employs both active and passive strategies, customizes portfolios based on client needs, and offers financial planning and exit planning services, including more complex strategies and ongoing monitoring with electronic reporting.

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 financial advisor at Means Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Means Investment Co, Inc. since 2011. Outside of advisory work, he serves as president of Delivery Logistics Inc., a FedEx Ground contracted service provider. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofit organizations, corporations, and qualified employer retirement plans. The firm uses both active and passive investment strategies tailored to client goals and offers ongoing portfolio monitoring with access to dedicated reporting platforms.

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 financial advisor at Royal Fund Management, LLC, holding a Series 65 designation. Lamson has been with Royal Fund Management since 2026 and has prior experience at NorthPoint Financial LLC and the University of Maine. Outside of financial advising, Lamson has worked in retail settings including Paradise Shop n Save and Hannaford. Royal Fund Management serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerances and manages portfolios using fundamental, technical, and cyclical analyses.

Thomas Harnish is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Penobscot Financial Advisors. Outside of his advisory work, he is the owner of Harnish Racing LLC. 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.

Chelsie Crane is a financial advisor at Advisory Services Network with a Series 65 credential and four years of industry experience. She previously worked at Clear Path Financial Services and AOS 94. Outside of financial advising, she owns a floral design business, Live Simple Blooms, and assists at Salt Farm Flowers, a cut flower farm. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, providing portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies across various asset classes and manages approximately $8.6 billion in client assets.

Craig Grover is a financial advisor with Northeast Planning Associates, Inc. in Bangor, ME, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, and Penobscot Financial Advisors. 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, managing approximately $327.7 million in client assets.

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 financial advisor with Advisory Services Network and holds a Series 65 designation. He has one year of experience with Advisory Services Network and over 15 years with FA Peabody. Outside of his advisory roles, he serves as Vice President of the Standby to Fly Initiative, a nonprofit focused on fundraising for veteran organizations. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with a variety of investment strategies and implementation options.

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 having nine years of industry experience. He has worked at Foundations Investment Advisors since 2016 and is also affiliated with Sovereign Wealth Management, LLC, where he provides fixed annuity and life insurance solutions. Foundations Investment Advisors LLC offers financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios and an asymmetric rebalancing approach to manage client assets.

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.

Brian Hamel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has served in various roles including Chief Operating Officer at Thompson Financial Group and Thompson-Hamel LLC, where he is involved in fixed insurance sales and payroll processing services. Hamel also holds independent insurance agent licenses to sell fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a platform that includes both in-house and third-party investment solutions.

Darin Jandreau is a financial advisor with Key Investment Services LLC in Bangor, ME, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Key Investment Services LLC since 2016 and previously worked at KeyBank from 2016 to 2019. 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 model selection and provides access to third-party discretionary managers, while maintaining supervisory oversight and regular due diligence.