Charles Dwight is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with SeaCrest Wealth Management, LLC and also spends approximately half of his time as an investment advisor representative at the Ontario Securities Commission. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that integrates fundamental and technical analysis and uses both internally developed and third-party artificial intelligence tools to support decision-making.

Kenneth Gimbel is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked at CIBC Private Wealth Advisors, Inc., AT Investment Advisers Inc., and Geneva Investment Management of Chicago, LLC. Outside of his advisory role, he serves as president of the Cabot Cove Condo Association in Kennebunkport, ME. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and provides a range of programs and platforms tailored to client needs.

David Strachan is a Series 65-licensed financial advisor with Dakota Wealth, LLC, based in Kennebunk, ME. He has three years of industry experience, including four years at Dakota Wealth Management and 26 years at Cambridge Trust Company. Dakota Wealth Management provides comprehensive wealth management and investment advisory services to individuals, trusts, retirement plans, foundations, charitable organizations, and various business entities. The firm employs a diversified investment approach using low-cost mutual funds, ETFs, individual equities, fixed income, and other instruments, and serves as an investment manager to registered mutual funds and sub-adviser to an ETF.

Peter Hanson is a financial advisor with Foundations Investment Advisors LLC in Saco, Maine. He holds a Series 65 designation and has 10 years of industry experience, having worked at Foundations since 2016 and Combined Benefits United since 2014. Hanson also operates P T Hanson Financial and Retirement Planning, where he offers clients fixed insurance and annuity products. Foundations Investment Advisors is a registered investment adviser serving a broad client base that includes individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm provides financial planning and portfolio management through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.

Jared Chase Jr. is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Motley Fool Wealth Management and Fidelity Brokerage Services. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, alongside individual securities and alternatives, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

Craig Cantara is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at American Portfolios for 15 years and at OSAIC for one year. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base, including individuals, trusts, corporations, pension plans, and charitable organizations.

Andrew Henward is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and three years of industry experience. He also owns and operates an insurance sales business focused on life and health insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios and sub-advisory arrangements in its investment approach.

James Leblond is a financial advisor with LPL Financial in Saco, ME, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2005 and operates Northeast Planning Associates, Inc., a registered investment advisor. Outside of his advisory work, he is involved in an eSports gaming league under the name Fluffy Kitty Ninjas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

Derek Huot is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Northern Alliance Financial and operated his own financial services business. Outside of advising, he is also an independent insurance agent, providing fixed annuity and life insurance solutions. Foundations Investment Advisors serves a broad client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm offers financial planning and portfolio management utilizing model portfolios, a mix of fundamental, technical, and cyclical analysis, and third-party sub-advisers to tailor its investment approach.

William Gabrielsen II is a financial advisor at Compass Financial Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allianz Life Insurance Company of North America and Key Investment Services LLC. Outside of investment advisory, he is involved in estate and tax planning services through roles with Intellivisor Estate and Intellivisor Tax. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies using equities, fixed income, mutual funds, ETFs, and utilizes both third-party managers and internally managed model portfolios.

Steven Ladd is a financial advisor with Wealthcare Capital Management LLC in Kennebunk, ME, holding a Series 65 designation and 21 years of industry experience. He has worked at Wealthcare Capital Management since 2003 and also serves as president of UPTIQ, a consulting business for companies and their owners that he founded in 2000. Wealthcare Capital Management LLC is an SEC-registered multi-team advisor managing approximately $3.03 billion for a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented with alternative investments and specialty platforms.

Heather Periana is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. She has nine years of industry experience, including 11 years at KeyBank prior to joining Key Investment Services in 2017. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions with financial professionals providing recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Todd Cesca is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Purshe Kaplan Sterling Investments for 17 years and Charter Oak Capital Management for 24 years. Outside of his advisory role, he serves as a trustee for the John Peabody Masonic Charity Fund, coaches lacrosse at Kennebunk High School, and holds leadership positions on several nonprofit boards, including chairing the United Way of Southern Maine and the Maine Education Service Foundation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments with discretionary and non-discretionary investment advisory services, along with financial, tax, retirement, and estate planning. The firm’s investment approach uses Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, direct indexing, and other vehicles, supported by ongoing client education and integrated financial services.

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.

Kimberly Mello is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including UBS Financial Services and Financial Engines Advisors L.L.C. Outside of financial services, she had a role at Old School Cafe in 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions.

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.

Joseph Alvarez is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 21 years of industry experience. He has worked at Commonwealth since 2013 and is also the owner of Banyan Financial Services, where he facilitates 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 and support services including wealth management, retirement plan consulting, and access to model portfolios managed by its Investment Management and Research team.

Alicia Chiamulera is a CFP® with seven years of industry experience and is currently with Mercer Global Advisors Inc. She previously worked at Charter Oak Capital Management and O'Brien Wealth Partners LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory and comprehensive planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a mix of low-cost ETFs, separate accounts, and private funds.